# Budgeting

I am having a devil of a time entering budget information into Axapta and the manual is of little help. Here are two simple examples of what I am trying to do. 1. Enter an annual budget of 12,000 for an account and then have the system spread that amount evenly over the twelve periods. 1,000 for January, 1,000 for February, and so on. 2. Enter an annual budget of 52,000 for an account and then have the system spread that amount over the twelve periods based on our 4-4-5 fiscal calendar. So period 1 would get 4/52 - 4,000, period 2 would get 4/52 - 4,000, period 3 would get 5/52 - 5,000, and so on. Thanks in advance for any assistance. Bruce

1. Set the budget line with an amount of 1,000 and date 01 Jan. On the general tab, set the allocation method to period, the quantity to 1, and the unit to month, and the end date to 31 Dec. Check the result with the budget balances button. 2. Tricky. I think you will need to use an allocaton key (under setup). Define a line in the key for each financial period in No. of days (28,28,35…) and the percentage. Then as in 1 above, use the allocation method of ‘key’ and choose the period key that applies. Need to play with this to be sure but I think the theory is sound!

Setup the period allocation key for your second question. in the ledger budget, go to setup > period allocation keys. here you create 12 lines with 1 (change column)line with percentage of 4/52 of 52000, 2nd column with 4/52 of 52000, 3rd column with 5/52 of 52000 and so on until 12. This works! [8D]

AFEN, Excuse my ignorance, but I still cannot make this work. Are you saying the twelve lines in the allocation key would look as follows? 1 Months 7.692 1 Months 7.692 1 Months 9.615 1 Months 7.692 etc… Thanks, Bruce

In the Transactions - Period Key Change Unit Allocation Percentage 1 Month(s) % 2 Month(s) % 3 Month(s) % etc… Don’t forget to select your allocation key to the Ledger budget on General tab on Allocation Group. Hope this helps.

If you have it in excel or if you can conviniently do in the excel, do it and then simply import into axapta. regards, anuj