In this chapter, the learning objectives are: Describe how to enter budget data, describe how to use budget control on a purchase order, view the status of budget register entries and inquire about budgets, describe the features supported by the system for transferring budget data from a third-party application or by using the Microsoft Office Excel® add-in, reviewing budgeting integrations, describe the steps for transferring a Ledger budget. | Chapter 2: Use and Manage Budgets CHAPTER 2: USE AND MANAGE BUDGETS Objectives The objectives are: • Describe how to enter budget data. • Describe how to use budget control on a purchase order. • View the status of budget register entries and inquire about budgets. • Describe the features supported by the system for transferring budget data from a third-party application or by using the Microsoft Office Excel® add-in. • Reviewing budgeting integrations. • Describe the steps for transferring a Ledger budget. Introduction After you have set up and configured basic budgeting you can begin entering budget amounts. If you plan to use Budgeting workflows, create the workflows, and then assign them to budget codes before you begin to make budget register entries. Also, if you plan to use budget control, configure budget control before you enter budget amounts. The Budget amounts topic reviews how to create and manage budget register entries. This includes entering original budget amounts, creating recurring amounts, allocation amounts across dimensions or periods. In addition the process for creating budget revisions and budget transfers is reviewed. This course examines how to view the status and history of a budget. The process for using budget control on source documents and accounting journals is also reviewed. In addition, the integration of Cost budgeting, Service budgeting, Project budgeting, and Fixed asset budgeting are introduced. Microsoft Official Training Materials for Microsoft Dynamics® Your use of this content is subject to your current services agreement 2-1 Financials II in Microsoft Dynamics® AX 2012 Budget Amounts The budget data is entered through the Budget register entry form which consists of a header and lines. The header information is applied to the whole budget register entry and the lines (account entries) are where budget amounts for specific dimension combinations are entered. Procedure: Create Budget Register Entries To .
