Pre-encumbrance in budget control

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Posted on by marypeace

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Hi,

I'm using budget control in D365.

My setup in budget control as per screenshot below:

I created a purchase requisition, submit to workflow and finally become approved.

Supposed to be since the PR is already approved, the budget funds available will be decreased by the amount of purchase requisition and the status of pre-encumbrance in budget control statistics is Confirmed.

But upon checking, the budget funds available was not reduced by the amount of purchase requisition and the status of pre-encumbrance is still Draft.

Badly needed your help because we are in the implementation stage of budgeting module.

Your replies are highly appreciated.

Thanks.

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MATTGUO 22,349 Moderator on at

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Hi,

For your options, the budget funds available will not be reduced after checking the budget, it will be reduced after the PR is approved.

You need to check Budget reservations for unconfirmed pre-encumbrances in the configuration.

Could you give more details about "the status of pre-encumbrance is still Draft"?

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marypeace 524 on at

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Hi Mattguo,

My setup is as follows:

Budget for unconfirmed pre-encumbrance is not included in the computation of budget funds available.

The PR is already Approved.

Supposed to be the Budget reservation for unconfirmed pre-encumbrance will be removed since the PR is already approved and must be transferred to Budget reservation for pre-encumbrance and the status of PR must be Confirmed and not Draft as shown below.

Since my setup is to allow over budget, the budget funds available must show a negative budget balance because I have no budget for that account.

Appreciate your replies.

Thanks.

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MATTGUO 22,349 Moderator on at

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Hi,

After clicking on the reserve budget funds in PR, the status should be confirmed.

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marypeace 524 on at

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Hi Mattguo,

I used other environment and we don't have to manually click Reserve budget funds, the PR automatically become Confirmed.

We encounter this issue only in 1 environment but they have the same runtime update with other environment.

Pls advise.

Thanks.

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ToddB on at

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Hi Mary,

If this is still only happening in one environment, I would suggest creating a support incident to have an engineer possibly review traces from both environments.

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