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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Change main account on...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Change main account on invoice proposal for on-account transaction

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Posted on by Zuk 65

Hi all,

anyone know if is it possible to change the offset main account during invoice proposal of on-account transaction in project?

Best regards.

  • Suggested answer
    saurabh bharti Profile Picture
    saurabh bharti 15,059 Moderator on at

    Hi,

    Are you saying the offset account of posted invoice ? If yes no you can not change because its posted transactions. It needs to be reversed.

    If you are saying the Bank through which you would like to Pay then  Yes you can change using multiple change option on proposal

  • Zuk Profile Picture
    Zuk 65 on at

    Hi Saurabh,

    no not already posted, I would like to change it before posting within the invoice or invoice proposal form. In sales order for service item I have the possibility to define a different main account on a Line level in the setup, I would like to know if there is something similar for project and specifically for on-account transaction.

    thanks

  • Suggested answer
    saurabh bharti Profile Picture
    saurabh bharti 15,059 Moderator on at

    Hi,

    I doubt we have something similar for projects. As per me its not supported

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