Personalized Community is here!
Quickly customize your community to find the content you seek.
Have questions on moving to the cloud? Visit the Dynamics 365 Migration Community today! Microsoft’s extensive network of Dynamics AX and Dynamics CRM experts can help.
2021 Release Wave 2Discover the latest updates and new features releasing from October 2021 through March 2022.
2021 release wave 2 plan
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Community | FastTrack Program | Finance and Operations TechTalks | Customer Engagement TechTalks | Upcoming TechTalks | All TechTalks
I am currently creating purchase orders from the sales order. When I create a purchase order for a fixed price job the financial dimensions pull over to the purchase order correctly. When I create a purchase order from the sales order for a time and material job the financial dimensions do not pull onto the purchase order so I have to manual put them in. I would like to have them pull over direct from either the sales order or from the job number.
Does anyone know of a solution to this problem or tip I can try??
Do you use the same vendor and customer accounts for the creation of those SO and POs?
Can you also compare the project contract setups? At the funding source level you can setup default dimension values. I am wondering if you have setup findims there and whether those settings are identical for the projects you use.
Have you been able to get your issue resolved in the meantime?
Would be great if you could keep us updated here.
Many thanks and best regards,
Business Applications communities