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Microsoft Dynamics AX (Archived)

Problem with budget control in AX2012 R3 CU10

Posted on by 15

I have an issue applying budget control rule in purchase order using procurement category and purchase invoice journal. It works as expected when entering data in general journal (journal type = daily).

The environment is AX 2012 R3, application version 6.3.3000.110, kernel version 6.3.3000.111. For the budgeting process only main account and a dimension called “Budget” is sufficient.

Budget-control-rules.jpg

Only one budget control rule is set – all main accounts beginning with “60” and dimension value “ФСО” for the budget dimension.

Budget-entries.jpg

All types of documents are included in the setup.

1680.Invoice-journal.jpg

The budget entries are registered.

Ledger-transaction.jpg

The same account is set in Inventory posting setup.

Posting.jpg

It does not matter if the main account is used in Account or Offset account in purchase invoice journal.

1680.Invoice-journal.jpg

The same error appears if respective procurement category is used in purchase order.

3755.PO.jpg

In the same time there is no turnover in trial balance for that account and dimension combination.

Ledger-transaction.jpg

When we test our model we used a lot of combination but result always is the same. The budget control always is stopped us, no matter of value (10 or 0.01).

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  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Problem with budget control in AX2012 R3 CU10

    HBudget-entries.jpg"_blank" href="/api/data/v9.1/msdyn_richtextfiles(CA501E74-2646-4CF3-9696-EDD95D1C7FBC)/msdyn_imageblob/$value?size=full">community.dynamics.com/.../Budget-entries.jpg) I see that the budgets have been registered for 2020.

    I assume that you recorded your invoices for this year, which would explain the error message.

    Can you double check that?

    Best regards,

    Ludwig

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