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Dynamics 365 Community / Forums / Supply chain | Supply Chain Management, Commerce / Purchase Order, Copy f...
Supply chain | Supply Chain Management, Commerce
Answered

Purchase Order, Copy from purchase order does not copy account distribution correctly

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Posted on by mbazioss 15

Hi,

I have the following situation.

Setup

Posting Setup -> Purchase Order -> Purchase expenditure for expense -> Item Code = Category, Category Relation -> Category A, Main Account = AccA

Steps

1.Create a Purchase Order with one line of type Procurement Category and Category A 

2. go to Purchase Line-> Financials-> Distribute Amounts -> system defaults amount to account AccA

3. change the account to something else, so the amount is distributed in account = AccB.

4. post invoice and everything is as expected(AccB is used correctly);

5. If i use the copy functionality for this Purchase Order then account distribution for new Purchase Order-Purchase line comes from the default setup, and uses AccA.

Is there any parameter, or setup that maybe can be used?

Thanks in advance,

  • Verified answer
    huijij Profile Picture
    huijij 19,811 on at
    RE: Purchase Order, Copy from purchase order does not copy account distribution correctly

    Thanks for letting us know your user experience. However, it turns out to be a by-design one. But you can create a new idea through the below URL, then ask your colleagues to raise up the votes.  

    experience.dynamics.com/.../

    Our product team has direct visibility of these ideas and they will implement it on the basis of the highest number of votes received.

  • Verified answer
    BillurSamdancioglu Profile Picture
    BillurSamdancioglu 15,786 Most Valuable Professional on at
    RE: Purchase Order, Copy from purchase order does not copy account distribution correctly

    As far as I know, acc distr.  Are not copied. I think it is good to create an idea in ideas portal.

  • mbazioss Profile Picture
    mbazioss 15 on at
    RE: Purchase Order, Copy from purchase order does not copy account distribution correctly

    Hi Judy,

    I tried copy->from All-> and then chose the original Purchase Order.(tried same scenario with all different parameters-Copy Precisely etc.)

    The line was copied correctly, but not the Account Distribution.

    "Could you specify how you change the account to something else, so the amount is distributed in account = AccB"

    I just change the main account in Accounting Distribution of purchase line to some other Account than the setup.

    pastedimage1682001219340v1.png

    System allows it and everything including posting works correctly.

    It seems that copy functionality does not copy the Account Distributions.

  • huijij Profile Picture
    huijij 19,811 on at
    RE: Purchase Order, Copy from purchase order does not copy account distribution correctly

    Hi mbazioss,

    Did you try copy lines to an existing purchase order? Select Purchase order line > copy > From all. Could you specify how you change the account to something else, so the amount is distributed in account = AccB?

    04820.png

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