Project Beginning Balance journal does not set the Billed-to-Date amount on project

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Posted on by Mark Schurmann2

We are using the Project Beginning balance journal to migrate projects from a legacy system for an acquisition. After the invoice has posting we are seeing the posted transactions under the project and the project statement values look correct including the invoice tab, however the billed-to-date value is zero. We expect that the beginning balance journal would set the value.

We are on Dynamics 365 version 10.0.29. We've used the beginning balance journal for similar migrations in the past and it looks like we've never noticed it before.

We posted a $.01 invoice see if it would recalculate the billed-to-date, but it just shows the $.01.

Any ideas on how to correct or populate the billed-to-date for the beginning balance?

Categories:

Project Actuals

Project Accounting and postings

Project Invoicing

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MW-11071914-0 on at

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Project Beginning Balance journal does not set the Billed-to-Date amount on project

Mark - did you ever get an answer? We are currently working on this exact same thing.