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Hi expert,
I'm using procurement category in PO. based on procurement category, I tick NEW asset and select FA Group in Lines details PO.
I see in distribution amount (financial>>distribute amount) system hits Fixed asset Account number. based on that account, I created budget entries for the month of PO transaction.
when I re-create the PO transaction, system does not check the budget for the account, am I missing another setup ?
please advice
thanks
agus
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Hi Ludwig, Agus,
Has there been any solution yet on this issue? I am facing the same issue in D365.
Regards
Prateek Dagar
Hi Agus, I believe that I must have done something wrong in my setup/test. Yet, I wouldn't use this kind of approach in a customer's LIVE environment without making a system modification as the risk that something goes wrong with this approach is too high in my opinion. All the best, Ludwig
Good morning Agus,
I tested this in my demo environment but it didn't work. It if works for you, fine. Yet, in a customer Live-System I would not try using this workaround as you cannot be sure that it works in each and every situation especially if MS comes with new hotfixes, updates, etc. I would consider it too risky. Since you have found a workaround that works for you, why don't you talk with one of your developers to make a small system adjustment. If all what you needed is a little change in the account type, this shouldn't be a big thing to modify. All the best, Ludwig
thank you Ludwig for the sharing experience. I made a "cheat" workaround to display this warning on budget when purchase fixed asset. but I need your suggestion on this :).
what I did was :
- Main account 180100 (asset account), Account type was changed to "Expense"
- Then I entered Budget entries and update balance, at this step, budget control statistic was populated
- then I changed again the main account to "Asset".
Hi Agus,
I also tested this functionality and it did not work in my test environment either.
Because of that I had a look at LifeCycleServices and it seems that this is a scenario that is currently not supported in AX. If you have access to lifecylce services please check for Solution "3239450Capital Expenditure Budget not Displaying results".
Unfortunately, I have not found a good workaround. As soon as you enter a fixed asset number in the purchase order line Details section budget checks do not work anymore even if those lines are posted against an expense account.
I guess that you will either have to make a system adjustment or ask Microsoft to provide a fix for this issue.
All the best,
Ludwig
hi Ludwig,
I have tried several times in contoso, but warning still does not appear.
my steps as follows :
- setup budget code with budget type = Fixed asset
- entry FA budget, with account : 180100-003(BU)-022(DEPT), transaction type = Aquisition and POST and go to FA>>Inquiries>>FA Budget Register entry and TRANSFER
- go to budget>>all budget entries, Push button budget balance.
- then I create PO with procurement category & select FA number in line details, enter the amount PO with greater than budgeted amount. but warning still not come up.
if I look in the report ACTUAL VS Budget, the amount budgeted was in there.
what step I'm missing ?
ah ok. Have you setup a budget code fixed asset? Usually you setup the budget in the fixed asset module at the fixed asset level. If you are not sure what fixed assets you will buy next year companies often setup dummy fixed assets. Once this budget is setup you can transfer it to the budget module and if your parameters, budget codes and budget models are setup correctly AX should execute the budget check. Please try and test once again. Ludwig
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