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Microsoft Dynamics AX (Archived)

Budget Control check on multiple models in one Budget Cycle

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Posted on by Microsoft Employee

Within the budget module, it is possible to assign budget models to fiscal periods. You can also setup which amounts to sum / substract to calculate the available funds.

To be able to calculate the budget at source document entry, AX will create Views and Stored Procedures within the AX SQL Database. (And yes, the code for these SQL objects is within AX in the BudgetControlSQLObjects) Throughout those SQL routines, the everything is calculated with one budget model id in mind.

We need to make customizations to allow 2 budget models within one fiscal period. The budget is purchases for example is validate against the current year, but the invoices of those purchase can come in the following year, hence, another fiscal period. So we will have 2 models for each period: Purchases this year and invoices last year.

When looking at the endless stream of code in the SQL objects, I'm asking myself 2 questions:

  1. Would it be a good idea to make changes here because of the high risk of breaking things?
  2. And if we do this, is there anyone out there who has made a customization similar to this so that we can see which direction we should be going?

 

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