move the revenue from one project to another as the project revenue

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Posted on 9 Jan 2025 08:53:40 by Sarah Li

I need to move the revenue from one project to another as the wrong project was picked when creating the sales invoice. Is this PROJECT Journal the best way to do it? or i can use general ledger journals?

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Dynamics 365 Finance

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Gaurangkumar Jani 4,511 User Group Leader on 09 Jan 2025 at 23:33:12

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move the revenue from one project to another as the project revenue

Hi Sarah,

You can just use credit not function to reverse the project invoice and post actual invoice against the original project.

If any other transactions are posted in wrong project you can use project adjustment to move it to right project.

Thanks,

CA Gaurangkumar Jani
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Alireza Eshaghzadeh 13,589 Super User 2025 Season 1 on 09 Jan 2025 at 20:09:59

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move the revenue from one project to another as the project revenue

Hi Sarah,
You can consider using the "Adjust transaction" function on the project transaction to address this purpose.