After analyzing how to check available budget funds for fixed assets in AX2012, let’s now have a look at the very same functionality in the new Dynamics AX7.
For this comparison I setup the same fixed asset posting profile and account structure as in AX2012. The budget control configuration was also setup as before. That is, budget control is executed at the main account level only and …
… a budget control rule for my fixed asset accounts that start with “180” is setup.
Record budget amounts for the fixed assets
With this setup in place I created a fixed asset, recorded and transferred the fixed asset budget amount to the budgeting module. The result of this transfer can be identified in the next screen-print.
What can be identified from the previous screen-print is the green check mark in the budgeting line. Different from the “old” Dynamics AX2012 this feature seems to come out of the box in AX7.
Post vendor invoice
With the budgeted amount registered and activated, let’s now have a look at what happens if a vendor invoice for more than the budgeted amount of 100000 EUR is recorded. The result of this posting test can be identified in the next screen-print.
As one would expect, Dynamics AX does prevent users from recording an invoice that exceeds the budgeted amount. If the invoice amount is reduced below the budgeted one, Dynamics AX posts the vendor invoice as usual.
Different from the “old” Dynamics AX2012, the “new” Dynamics AX7 does not require a code modification to check available budget amounts for balance sheet (fixed asset) accounts. Irrespective of this improved functionality, users still need to ensure that all balance sheet accounts that shall be checked against available budget funds are included in the single account structure that is setup in the budget control configuration form.