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Dynamics 365 Community / Forums / Supply chain | Supply Chain Management, Commerce / Transfer PO from 2024 ...
Supply chain | Supply Chain Management, Commerce
Suggested answer

Transfer PO from 2024 to 2025 by PO Yearend process

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Posted on by JL-01050104-0 45
Please advise how to handle below cases for transferring PO to 2025
 
1. how to control PO using the accrual budget 2024 instead of 2025 original budget.

 

2. how to identify the PO using 2024 carry-forward budget instead of 2025
 
3. how to identify this PO’s originasl accounting date 2024 and then update to be 2025
Categories:
Dynamics 365 Supply Chain Management
  • Dogan Adiyaman Profile Picture
    Dogan Adiyaman 678 User Group Leader on at
    Transfer PO from 2024 to 2025 by PO Yearend process
    What is the error?
  • JL-01050104-0 Profile Picture
    JL-01050104-0 45 on at
    Transfer PO from 2024 to 2025 by PO Yearend process
    It doesn't work to update accounting date in PO and cause unexpected budget issue.
  • Suggested answer
    Dogan Adiyaman Profile Picture
    Dogan Adiyaman 678 User Group Leader on at
    Transfer PO from 2024 to 2025 by PO Yearend process
    You should use below field to move your PO budget from year to year.
     
    This field determines the period when budget validation is performed and transactions are journalized in the general ledger. If you enter a date in this field, the date must be in an open period. If you try to change the accounting date, and if an encumbrance is journalized in the general ledger for the purchase order or a budget reservation exists, validation of the fiscal year is performed. If you do not have permissions to create purchase orders in the period that is determined by the date that you enter, you must enter a date that matches your permissions.
     

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