News and Announcements icon

Dynamics 365 CommunityForums Finance forum Posted Transactions "I...

Finance forum

Unanswered

Posted Transactions "Invoice Status" Filter - D365 Project Management & Accounting

(4) Share

Report

Report

Posted on by Abhilash Warrier

26

Hi,

We wanted to understand the system behavior for the below scenario. If we try to filter the "Invoice Status" as All we are able to view all the transactions irrespective the Category ID is <blank> or having any value.

But if we filter the transaction with other Invoice status example Fully invoiced, Chargeable, Nonchargeable, Partially invoiced or Adjusted, transaction is filtered only

for the records with "Category ID.

Categories:

Financial Management

All responses Img

All responses (3)

Answers Img

Answers (0)

Abhilash Warrier 26 on at

Like (0)

Report

Posted Transactions "Invoice Status" Filter - D365 Project Management & Accounting

While testing we have observed that the filter for the Invoice Status is not giving us the correct result.

If we filter the Invoice Status as Fully Invoiced & remove the Line property default filter "", the records are populated for other Invoice Status example " Non-chargeable" in this case. Is it possible to understand, why other records are populated overwriting the filter criteria ?
Abhilash Warrier 26 on at

Like (1)

Report

Posted Transactions "Invoice Status" Filter - D365 Project Management & Accounting

Thank you, André.

I was able to understand the root cause for this scenario.

When we change the Invoice status, a default filter is applied on the Line property. If we remove it, all the transactions will be populated.
André Arnaud de Cal... 290,537 Super User 2024 Season 2 on at

Like (0)

Report

Posted Transactions "Invoice Status" Filter - D365 Project Management & Accounting

Hi Abhilash,

What is the transaction type of the transaction without a category ID?

Helpful resources

Quick Links

Leaderboard

#1

André Arnaud de Cal... 290,537 Super User 2024 Season 2

#2

Martin Dráb 228,520 Most Valuable Professional

#3

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans