You’re offline. This is a read only version of the page.
575
I am new to budgets in AX.
Are there budget reports found anywhere else in AX apart from the reports in the Budgeting Module?
Also, I notice in the budgeting module that for the Amount Type in the budget account entries you can only enter Expense or Revenue. If I would like to see my total budget (including assets, liabilities etc) how can I achieve this if I can only choose Revenue or Expense as the Amount Type?
Steve
*This post is locked for comments
Hi Ludwig:
As usual...thank you very much as you continue to be such a big help. Should Microsoft consider giving you a percentage of their yearly profits as you have helped to maintain credibility in the AX product.
Thanks for your insight and contribution and your answer has helped greatly
Regards,
Steve
Hello Steve,
AX2012 does not support a full budgeting approach that allows to record and control budgets for all of the account types. Especially when it comes to budgeting for assets and liabilities there are some limitations that can, however, be overcome by some small code modifications. I once described such a scenario here: https://dynamicsax-fico.com/2016/04/16/budget-control-for-fixed-assets-part-1-ax2012/
In addition, AX has of course functionalities to record and transfer budgets for other sections. As an example, you can create a fixed asset budget in the fixed asset module and transfer those amounts to the budgeting module. The same applies for purchase/sales budgets in inventory and project budgets in the project module. Yet, the major focus when it comes to budget control are P&L accounts.
Because of those budget integrations, budget reports are also available outside of the budgeting module, for example in the project module. When making use of those additional budgeting features outside of the budgeting module you have to be careful with designing your budgeting approach. That is, budgets created in the project or fixed asset module can be transferred to the budgeting module but not vice versa. In other words, those budgets are created bottom up.
Hope that helps.
Best regards,
Ludwig
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,253
Super User 2024 Season 2
#2
Martin Dráb
230,188
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (