Applies to Product - Dynamics 365 Project Operations
What’s happening?
The financial dimension "Fund" is not auto-populating from the selected funding source when posting customer advances, while it works correctly for project invoice proposals.
Reason:
The financial dimension is not auto-populating from the selected funding source when posting Customer Advances, even though it functions correctly for Project Invoice Proposals. Error is thrown by posting the invoice proposal if the financial dimensions are marked not allow blank values in the account structure.
Resolution:
Acknowledge that this is a known issue that has already been fixed in D365 Finance version 10.0.44, which has been documented in this LCS link: Details for issue 984517
Since version 10.0.44, when posting Customer Advances, the financial dimension is automatically populated. The project's information is applied first, followed by the selected funding source.
As a temporary workaround and in the meantime the upgrade can be done:
- Define financial dimensions in the Project instead of funding source as financial dimensions in customer advance are defaulted since the project .
- Other option can be to set a fixed dimension value for the main account used for tax posting or other posting that is giving the error.