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RE: Budgeting

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Hi Surry,

I created an example that comes close to yours and hopefully helps you fixing your issue.

Step 1: I setup a total account for my travel expense that includes all other travel expense accounts.

Step 2: I recorded a budget amount on my total account. Please note that you cannot record any transaction on this account.

Step 3: I setup a budget control rule that says that AX should check all my travel expense accounts whether sufficient budget is available.

Step 4: As no budgets have been recorded on the individual travel expense accounts I setup the following rule for a secondary budget check

Step 5: For this secondary budget check I told AX to consider the total amount that has been budgeted on all travel expense accounts including the total account.

This setup allows you recording transaction on each and every travel expense account (in my example) until the total budget recorded on the total account is reached.

Hope it helps,

Ludwig


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