Microsoft Dynamics AX blog by Zubair

In my earlier post, I had shown how easy it is to enable budget control on projects. You can read that here . I got a couple of questions on it and I thank my readers for the interest. I found one of the question to be very generic and the scenario described was something which many customers may be doing. The scenario given was, The customer creates a lot of project transactions on a daily basis but posting of them is done through a batch only on the month end. So the customer has allocated an approved budget of 1000. We have 20 journals each with an amount of 100. Now we post these journals in a batch. So, after posting 10 journals, the whole budget will be exhausted. So from the 11th journal onwards, we will be receiving an error that budget will be exceeded by 100. Now the question was, is there any way to know before hand while creating the transaction that there isn't a sufficient budget and hence the transaction will not be posted. Well, it surely can be done with a little c...

In Dynamics AX 2009, there was no out of the box support for budget control. That has changed in Dynamics AX 2012. We now have a ledger budget control framework which is nicely integrated with the other new frameworks in Dynamics AX 2012. The Project management and accounting module has built in budget control support. We just need to configure the budget parameters, allocate and approve an amount and the framework takes care of the rest. In this post, I'll walk you through how to activate budget control on a project. Open the projects list page by going to Project management & accounting -> All projects Create a new project by clicking the new button and enter the following values as seen in the image. We will have to enable budget control on the project. To do this, expand the Budget and forecast tab. Select the Use budget control check box, set Budget overrun default field to Disallow overruns. Set the project stage to In process. To do this, select In process from the...