Transaction page · Fixed assets
Fixed asset budget journal
A journal for entering and managing budget transactions for fixed assets, laid out like the Fixed assets journal.
- Used by
- Budget clerk, Budget manager, Chief financial officer and 4 more roles
- Business process
- —
- Menu item
LedgerJournalTableAssetsBudget- Main table
LedgerJournalTable- Data entity
ExpenseJournalHeaderEntity- Setup steps
- —
Show what matters for
Everyone
1What it is and why
| What it is | A journal for entering and managing budget transactions for fixed assets, laid out like the Fixed assets journal. |
|---|---|
| What you do here | Used to budget fixed asset acquisitions, depreciation and other transactions, and then transfer them to the fixed asset budget only or to the ledger budget as well. |
| Example | — |
Functional consultant · Solution architect
2Where it fits
| Business process | — |
|---|---|
| Menu path | Fixed assets › Budget › Fixed asset budget journal |
| Set up first | Budget models Microsoft Learn ↗Fixed asset posting profiles Microsoft Learn ↗ |
| Used next by | Fixed assets budget register entries Microsoft Learn ↗Future value of fixed assets report Microsoft Learn ↗ |
| Related pages | Fixed assets journal Microsoft Learn ↗Fixed assets workflows Microsoft Learn ↗ |
End user · Functional consultant
3How to do it
Microsoft's steps
- Go to Fixed assets > Budget > Fixed asset budget journal.
- Select New and, in the Name field, select a journal name.
- Select Lines.
- In the Budget model field, select the budget model.
- In the Transaction type field, select the type of transaction.
- Enter the Date and select the fixed asset in the Account field.
- Enter the amount in the Debit or Credit field.
- Select Post, and then select Transfer to fixed asset budget or Transfer to fixed asset and ledger budget.
- Select OK.
Source: Microsoft Learn ↗
Field guide
| Field | What it means | Worked example | Table column |
|---|---|---|---|
| Budget model | The budget model that the budget entry belongs to.Microsoft Learn ↗ | — | — |
| Transaction type | The kind of fixed asset transaction being budgeted; it fills in many other fields from the posting profile.Microsoft Learn ↗ | — | — |
| Account | The fixed asset being budgeted; it can update the book fields from the asset setup.Microsoft Learn ↗ | — | — |
| Delete existing entries | When posting, removes the existing fixed asset budget register entries first.Microsoft Learn ↗ | — | — |
Functional consultant
4Setup decisions
| Setup step | Recommended value and why | Decision · common mistake · test |
|---|---|---|
| — No setup is made on this page. | ||
Solution architect
5Design impact
| Shared or per company | Per company: each legal entity has its own records. Microsoft data model ↗ |
|---|---|
| Can it be undone | — |
| Feature or country | — |
| If you change it later | — |
Technical architect
6Technical
| Menu item | LedgerJournalTableAssetsBudget Checked in Dynamics 365 |
|---|---|
| Form | LedgerJournalTable Checked in Dynamics 365 |
| Table | LedgerJournalTableShown as “Ledger journal table” in Record infoKey field: JournalNumChecked in Dynamics 365 |
| Data entities | ExpenseJournalHeaderEntityProject expense journal header Microsoft data model ↗VendInvoiceJournalHeaderEntityVendor invoice journal header Microsoft data model ↗VendInvoiceRegisterHeaderEntityVendor invoice register header Microsoft data model ↗VendorPaymentJournalHeaderEntityVendor payment journal header Microsoft data model ↗CustInvoiceJournalHeaderEntityCustomer invoice journal header Microsoft data model ↗CustomerPaymentJournalHeaderEntityCustomer payment journal header Microsoft data model ↗BankJournalHeaderEntityBank journal header Microsoft data model ↗AssetJournalEntityFixed asset journal Microsoft data model ↗AssetJournalHeaderEntityFixed asset journal table Microsoft data model ↗AssetJournalV2EntityFixed asset journal V2 entity Microsoft data model ↗LedgerJournalEntityGeneral journal Microsoft data model ↗LedgerJournalHeaderEntityLedger journal table Microsoft data model ↗LedgerReportingCurrencyAdjustmentJournalHeaderEntityReporting currency adjustment journal header Microsoft data model ↗SlipJournalEntitySlip journal Microsoft data model ↗RAssetJournalHeaderEntityFixed asset journal header (Russia) Microsoft data model ↗ |
| Who can open it | PrivilegesMaintain fixed asset budget journal transactions LedgerJournalTableAssetsBudgetMaintainView fixed asset budget journal transactions LedgerJournalTableAssetsBudgetViewDutiesInquire into fixed asset budgets AssetFixedAssetBudgetsInquireMaintain fixed asset budgets AssetFixedAssetBudgetsMaintain7 security rolesBudget clerkBudgetBudgetClerkBudget manager BudgetBudgetManagerChief financial officer CompanyChiefFinancialOfficerAccountant LedgerAccountantAccounting manager LedgerAccountingManagerAccounting supervisor LedgerAccountingSupervisorFinancial controller LedgerFinancialController |
| Actions on the page | Options: Personalize, Page options, Edit, ShareChecked in Dynamics 365 |
Developer
7Developer
| Open it directly | https://<your-environment>/?mi=LedgerJournalTableAssetsBudget |
|---|---|
| Integrate with | ExpenseJournalHeaderEntity data entity Microsoft data model ↗ |
| Table definition | LedgerJournalTable columns and relations Microsoft data model ↗ |
Everyone
8Sources and checks
- learn.microsoft.com/training/modules/manage-fixed-assets-finance/asset-budgeting
- learn.microsoft.com/common-data-model/schema/core/operationscommon/tables/finance/accountingfoundation/worksheetheader/ledgerjournaltable
- learn.microsoft.com/previous-versions/dynamicsax-2012/appuser-itpro/post-fixed-asset-budgets
- learn.microsoft.com/previous-versions/dynamicsax-2012/appuser-itpro/set-up-fixed-assets-workflows
- Checked in a working Dynamics 365 system, version 10.0.49: the menu item, form, table and security, the page.