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Microsoft Dynamics AX (Archived)

Budget Not Relieved Completely

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Posted on by 106

Hi All,

I'm having issue with the budget check in AX 2012. For some reason, when I convert my Purchase Requisitions to Purchase Orders, the amount relieved from pre-encumbrances to encumbrances is not the full amount of the PR.

Sometimes the charges included in that PR is left in the pre-encumbrances side while the remaining amount is relieved to the encumbrances. For example, we have a PR with amount of 1.000.000 and charges of 100.000. When we create the PR, the pre-encumbrances record the total of 1.100.000. But we release it to purchase order, we have encumbrances of 1.000.000 and pre-encumbrances of 100.000.

The other time, when we convert the PR to PO on the next month, the pre-encumbrances value are still there but there is also the encumbrances value which caused the budget to be allocated twice. Is this the correct behavior in AX?

pastedimage1569743490756v1.png

Please let me know if there's some setting I missed. Thank you!

Regards,

Raymon

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I have the same question (0)
  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hello Raymon,

    Please check LCS for available hotfixes especially if you operate an older AX2012 system.

    I remember that there have been issues with this functionality in the past for which MS released a couple of hotfixes.

    Best regards,

    Ludwig

  • raymonmon Profile Picture
    106 on at

    Dear Ludwig,

    Do you remember which Hotfixes is that? I tried to look for the hotfix but could not find any. Thank you.

    Regards,

    Raymon

  • Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Good Morning Raymon,

    Can you share your exact AX2012 version (application/kernel)?

    Maybe you can make a screenshot of that and share it here.

    Many thanks,

    Ludwig

  • raymonmon Profile Picture
    106 on at

    Dear Ludwig, 

    Here's the screenshot of our application and kernel version.

    pastedimage1569896916760v1.png

    Thanks!

    Raymon

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