web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics SL (Archived) / Changing Customer on a...
Microsoft Dynamics SL (Archived)

Changing Customer on a Project

(0) ShareShare
ReportReport
Posted on by Stuart Nottingham 1,226

Good morning, all!

I've a client who setup a project in Project Controller under one customer ID. After sending out two invoices, they change the customer id. and billed another invoice. All three of these invoices had retention amounts. Since the third invoice completed the project, they billed the entire retention amount on the project to the second customer ID. 
When they run the Project Aging report (PA110.rpt) now, the invoices for the second customer ID show up, even though the project is complete and those invoices paid. My assumption is that this is related to the change in customer ID.
Does anyone have any suggestions on how to clear this up? 
Thanks in advance!
Stuart Nottingham

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    CFROTON Profile Picture
    CFROTON 4,710 on at

    Dear Stuart,

    Its the retention. Bug 19983  5814 and 7690  all deal with zero balance invoice, zero balance retention invoices showing on the report.

    If the balances are zero and the retention nets to zero, the records are supposed to drop off.   But do to an apparent rounding issue, they are not.

    Change the suppression formulas to round the retention totals to 2 decimals.  For example:

    If Sum ({@Agecolumntot}, {ARDoc.CustId}) <> 0 or

          ( round(Sum ({pjinvhdr.retention_amt}, {ARDoc.CustID}),2) <> 0 and

            round(Sum ({pjinvhdr.retention_amt}, {pjproj.manager1}),2) <> 0) Then

       False

    Else

       True

    MS support has a copy of the corrected report, Please create a case to get the corrected copy or you can use the above workaround to correct the report yourself. I can't see a way to attach it to this issue.

    Best Regards,

    Jana MacDonald

    Microsoft Support Dynamics SL

  • Stuart Nottingham Profile Picture
    Stuart Nottingham 1,226 on at

    Thanks for your reply, Jana. I have updated the restriction formula as you suggested without success. I have also adjusted the formula to not look at ARDoc.Custid but ARDoc.ProjectID instead, also without joy. I'm sure this is related to the fact that they changed the customer on the project (PJProj) record after two cycles of billing. This is why I made the second modification.

    Any other suggestions I could try?

    Thanks!

    Stuart Nottingham

  • Community Member Profile Picture
    Community Member on at

    First, for some reason I am unable to use my previous account to login, so I created a new one. Any suggestions on how to fix that?

    Second, here's a more detailed analysis of what I think the problem is:

    1. Project ABCD was created with Customer 1234A as the bill to. The client proceeded to bill 1234A twice with each of these invoices having a retention amount.

    2. After these two invoices, the client realized that they should have been invoicing 1234B, a different location of the same corporation (same name, hence the confusion.) They billed 1234B for the final work (with retention) and for the retention billing once the project was complete.

    3. The PA110 report seems to looking solely at the invoices related to 1234B The report is using a join on CustID from PJProj to ARDoc. the suppression formula (which seems to be applied after the selection) is using a sum of the retention amounts to suppress the display of invoices when the sum of the retention amount is $0.00. However, in my case it is looking ONLY at the invoices billed to 1234B (for which the sum of the retention amount is < 0.00.)

    4. The challenge/solution would be to get the report to consider all four invoices. How do I modify the report to do that WITHOUT breaking it for everything else?

    Thanks!

    Stuart Nottingham

  • CFROTON Profile Picture
    CFROTON 4,710 on at

    Hello Stuart,

    I'd have to test that. So, does this mean that they went back to the projects master record and changed the customer or did they just override the customer on that last invoice?

    I was also wondering if changing the Billing information on the project to Customer split bill with both custid's on the project will correct your problem.

    Best Regards,

    Jana Macdonald

  • Community Member Profile Picture
    Community Member on at

    Good evening, Jana.  They did change the customer on the project master record. I'll look into changing the billing info as you suggest.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the March Top 10 Community Leaders

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics SL (Archived)

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans