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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / HOW CAN I PROCESS A PU...
Finance | Project Operations, Human Resources, ...
Suggested Answer

HOW CAN I PROCESS A PURCHASE REQUISITON THAT IS OVER BUDGET?

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Posted on by SILVIA RUIZ 122
Hi. We have a process that require the budget control active but it cannot block the purchase processing
 
So, we have budget control turned on for specific main accounts. We have an over-budget user group with permission to go over budget and the users linked to it.
 
The process is:
 

- Create a purchase requisition that is over budget

- The approval workflow gets completed so the purchase requisition is approved.

- But, now I cannot release the purchase requisition because is not showing in the "Release approved purchase requisitions" form

 

Does anyone have a way to do this?

Thanks for any suggestion

Categories:
Dynamics 365 Finance
I have the same question (0)
  • Martin Dráb Profile Picture
    Martin Dráb 238,740 Most Valuable Professional on at
    First of all, tell us which D365 product is it about and let's move the question to the right forum. I'm guess it's F&O, right? 
  • SILVIA RUIZ Profile Picture
    SILVIA RUIZ 122 on at
    Hi. Yes is in Dynamics 365 F&O
     
    Thanks!
     
  • Martin Dráb Profile Picture
    Martin Dráb 238,740 Most Valuable Professional on at
    Moved from Integration, Dataverse, and general topics forum to Finance | Project Operations, Human Resources, AX, GP, SL forum.
  • Assisted by AI
    CU08121023-0 Profile Picture
    CU08121023-0 on at

    I need to process a purchase requisition that is over budget in Dynamics 365 F&O. Budget control is active, and users in the over-budget user group can exceed limits. The approval workflow completes, but the requisition does not appear in the “Release approved purchase requisitions” form. I’m looking for a way to release these over-budget requisitions while keeping budget control active.

     
     
     
  • Suggested answer
    BillurSamdancioglu Profile Picture
    BillurSamdancioglu 20,430 Most Valuable Professional on at
    You can post a revision budget for the related line.

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