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Applies to Product – Dynamics 365 Project Operations


What’s happening?
The feature to allow item requirements with multiple funding sources is not functioning as expected when the parameter is set to "from Project" in Project management and accounting parameters, and there is no default invoice account on the project details. The system defaults to the first customer on the funding source instead of the expected behavior.


Reason:
The "Default Funding Source" of the Project Table is linked to the "Default Invoice Account" rather than the "Account." The system uses this default value when creating the item requirement.


Resolution:
Follow these steps:

  1. Validate that the "Default Invoice Account" is correctly set in the project details and it is not blank. (Project management and accounting> Project> All projects> Project fast tab)
  2. Ensure that the "Default Funding Source", that is the funding source defined in "Default invoice account field", is appropriately configured to reflect the intended customer.
More details about item requirements with multiple funding sources at Item requirements for project contracts with multiple funding sources | Microsoft Learn