web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Budget Types
Microsoft Dynamics AX (Archived)

Budget Types

(0) ShareShare
ReportReport
Posted on by Community Member

Dears,

Can anyone please clarify the real use of budget types other than original budget?

As when I create any budget type, i only find the original budget types available when creating the budget register entry!

I want to transfer the supply and forecast to the GL, what is the process i should follow?

Your help is highly appreciated..

Thanks,

Sherine.

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi Sherine Younan,

    To transfer your supply forecast to the budgeting module you can make use of the sales Budget to ledger periodic functionality available under the following path: Inventory management/Periodic/Forecast/Update

    When making use of this form, you have to select a Budget model, such as for example Budget model 2016/2017/2018...

    Another prerequisite is that a budget type 'demand forecast' is setup in the budget module as this is used for classifying the different budgets recorded with the budget model.

    Best regards,

    Ludwig

  • Community Member Profile Picture
    Community Member on at

    Hi Ludwig,

    I managed to do the first part which is the Periodic transfer of supply and demand forecast.

    But I got stuck in the link between the demand and supply forecast budget types and the previous step.

    Can you please clarify how exactly it is done?

    Thanks,

    Sherine.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi Sherine,

    In the budgeting module open Budgeting/Setup/Basic budgeting and Setup a demand forecast budet Code.

    Also ensure that you have a Budget model Setup.

    Then start the periodic Transfer Job and once it is through open Budgeting/Common/Budget register entries/All budget register entries to check the Budget records that have been transferred.

    Best regards,

    Ludwig

  • Community Member Profile Picture
    Community Member on at

    Hi Ludwig,

    Thank you for your usual support, I tried this before with no success, I will try it again maybe I am missing something!

    I will  update you when i finish.

    Thanks,

    Sherine.

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi Sherine,

    Please also check that you have some budget dimensions setup and check that your Budget Code for the demand forecast has the 'default' Parameter ticked.

    Best regards,

    Ludwig

  • Community Member Profile Picture
    Community Member on at

    Hi Ludwig,

    It is ticked yes, but what do you mean by some budget dimensions setup?

    Thanks,

    Sherine.

  • Verified answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi Sherine,

    Under Budgeting/Setup/Basic budgeting/Dimensions For Budgeting you have to select some financial dimensions such as the main account, cost Center, etc. that will be used for tracking the Budget amounts. Some financial dimensions must be selected there.

    Best regards,

    Ludwig

  • Community Member Profile Picture
    Community Member on at

    Hi Ludwig,

    Yes, this is done too.

    Thanks,

    Sherine.

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi Sherine,

    Have you managed to transfer the data to the budgeting module?

    Best regards,

    Ludwig

  • Community Member Profile Picture
    Community Member on at

    Hi Ludwig,

    I followed all the mentioned steps above, but I am missing how will I check that they were transferred successfully, as after transferring from Inventory against a certain Budget Model, I open a new budget register entry but I can't assign the Supply or demand budget type that i created, only the original budget.

    So should I choose any original budget, and then select the sales and COGS GL and here I should find the transferred amounts?

    And if so what is the use of the supply and demand budget codes?

    Thanks,

    Sherine.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Congratulations to our 2025 Community Spotlights

Thanks to all of our 2025 Community Spotlight stars!

Congratulations to the February Top 10 Community Leaders

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics AX (Archived)

#1
Joris dG Profile Picture

Joris dG 5

#2
Alexey Lekanov Profile Picture

Alexey Lekanov 2

#2
Henrik Nordlöf Profile Picture

Henrik Nordlöf 2 User Group Leader

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans