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Microsoft Dynamics AX (Archived)

Budget Control is not working

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Posted on by 85

I have configured my budget control but when I put an over budget transaction from Daily Journal, It does not stop me from posting that transaction.

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  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hello Ashish,

    Have you activated the Budget control configuration and turned it on? Please check the last tab/section of the Budget control configuration form.

    Ludwig

  • avashist8 Profile Picture
    85 on at

    Hi Ludwig,

    It worked for me only for the Main Accounts which are mentioned in Control rules.

    It confuses me as it should work for all account also which are not a part of control rules.

    Please calarify

    Thanks,

    Ashish

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hi Ashish,

    That's actually the standard behaviour of AX. Only those accounts incuded in your control rules are checked against available budget funds.

    Please see: technet.microsoft.com/.../hh242453.aspx

    If you want let's say enable budget control for all main accounts and execute the control only at the cost center / department level, then you have to exclude the main account in the financial dimensions used for budget control. This is also mentioned in the article available via the previous link. Just check under "select main accounts"

    Hope this helps,

    Ludwig

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