Dynamics Community Forum Thread Details

Budget Reservation isn't working as expected

Greetings all, this is my first post here and I'm a new user of AX system in general.

We've recently activated the budget control in our company and now we started linking it with purchase requisitions but it behaves in a strange way.

So when a user creates a PR for Feb and the PR is released to a PO and I closed by the accounting team in the same month it behaves as expected (the amounts are deducted from Feb budget and are converted to actual expenditures)

what I can't comprehend is when a user creates a PR at the end of the month for example on the 28th of Feb and the accounting team released the PR to a PO in march. the system automatically reserves the budget from Feb and transfers it into march. I expected it to reserve from Feb budget but why is it automatically transferring the amounts to March budget as illustrated in the photo below? the accounting team now can't post it in Feb expenses unless I do a manual transfer from march to Feb as it exceeds the budget amount.