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hi Experts ,
I have a sceanrio like below
There is a company in US who does Projects . there is a sister company in India . The sister company lends workers to the US company for executing projects.
The hours that are spent by India employees is recorded in US legal entity via the Intercompany timesheet .
The Project is configured for Project Budgets .
however when we post the timesheet the budget validation is not happening. I had setup proj budgets for horu category,intercompany transfer price .
What am I missing . pls suggest. I am in Ax 2012 r3 cu13
Good Morning AXfreelancer3,
Does the budget validation work for ordinary timesheet postings?
How have you setup the budget for the intercompany transactions? Did you use a specific category or how was this setup?
Some additional information and screenshots about the project budget setup and the transaction recorded would help.
Many thanks and best regards,
Project budget defined in a project created in US company is not considered for timesheets posted in Indian legal entity although timesheet line is assigned to the US project. So the system cannot validate if project budget is exceeded.
To understand better this behavior, it is needed to explain intercompany cost allocations when posting the timesheet.
When you post the intercompany timesheet, the resulting voucher records the cost and payroll allocation in Indian company and not in US company. This means that if you setup committed cost in US legal entity for timesheets, committed cost will not be created in the project and actual cost voucher will be posted in Indian company.
So project budget balance in US company will not be updated with timesheet.
Once you post intercompany customer invoice in Indian company and then intercompany vendor invoice is created in US company, you can run periodic Generate committed cost process from US to create committed cost for intercompany vendor invoice in US project. Finally consumed budget will be updated when you post intercompany vendor invoice.
So the budget in US project will be checked with intercompany vendor invoice posted in US legal entity and not when intercompany timesheet is registered in Indian legal entity.
Hope this answers your question. Let me know if you have any doubt or concern on it.
Do you have any update for us? Can you possibly answer the questions above and share some additional information?
I am in discussion with customer on this . i will update this thread after discussion . Sorry for the delay
Thanks Ludwig and Natalia Fernández Leal. Customer is happy with the explanation!!!
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