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Allocation Terms from PO invoice don't activated

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Posted on by YAEL Shachen-TOV

22

Hi experts

I would very much appreiciate if you could take the time and review my issue regarding ALLOCATION TERMS (Combined modules: GL+ AP+ Budget )

I use the Allocation Terms functionality through the GL Module
I was creates invoices through Po and without PO and the allocation Terms functionality worked (AP Module)
I activated the Budget Control -Turned on (Budget Module)
Unfortunately the Allocation terms process through PO Stoppted to work

Kindly carry out overview on the process with the screenshots attached below and let me know if there is any Parameter or solution to that problem

Hence the follow up:

1.The Allocation Terms functionality through the GL Module

2.I created a PO invoice and unfortunately the allocation terms stopped to work

Actions:

-Create PO with the account 501101+Source dimenssions 303-3-9999

-Confirm

-Product Reciept

-invoice

Invoice voucher-The Allocation doesn't work

3.Invoice journal with the same(Without PO)

-Vendor

-Offssset account

-Financial dimesnssions

The Allocation Process Works !

Voucher

4.When I am TURNED OFF the Budget control , the allocation terms through PO works (Point 2)

BR

YAEL

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Soi kèo Bongdalu123 3 on at

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Allocation Terms from PO invoice don't activated

thanks
Hana Xue Microsoft Employee on at

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Allocation Terms from PO invoice don't activated

Hi,
When purchase orders, invoices involve accounts and dimensions that have budget control enabled, the system checks budget availability before performing allocations. Since you mentioned that this issue occurs when budget control is turned on, please review your budget control configuration. Ensure budget control rules, thresholds and constraints are set correctly.
Set up budget control | Microsoft Learn
Best Regards,
Hana

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