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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Cost Adjustment from o...
Microsoft Dynamics AX (Archived)
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Cost Adjustment from one project to another project

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Posted on by imran ul haq 4,055

Hi all

I am trying to adjust the cost from one project to another project by using "Adjust transaction" functionality but when i select my project to transfer the cost i can not see all the posted transactions and all these transactions are of item type generated from the purchase order.

The project from which i want to transfer the cost, is estimated and estimation posted, also in the parameters i checked mark the "Estimated". Some of the transaction which i found i already transferred to the other project.

Can anyone guide me how can i trace why the cost not showing, which area i have to look into even if i have to look into tables. I m using AX 2012 R2 CU7

Please advise.

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  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi Imran,

    Can you reverse or delete the last estimate and then try to adjust the transaction?

    Ludwig

  • imran ul haq Profile Picture
    imran ul haq 4,055 on at

    Thanks Ludwig for your reply.

    I already reverse the estimation, but no luck.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hello Imran,

    Did you only reverse the last estimation or all of them?

    Another thing that could work for you is doing the transfer of the costs in a GL journal. This works only if you use a split posting where you enter the different projects into single lines e.g. line 1: Project A +5$ category XYZ, line 2: Project B -5$ category XYZ.

    Hope this helps,

    Ludwig

  • imran ul haq Profile Picture
    imran ul haq 4,055 on at

    Hi Ludwig

    Thanks for your reply.

    The project had two estimation and i reverse both of them.

    As the cost to transfer is of Item so i can not use the GL entry as only expenses can be recorded there.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi Imran,

    Can you use a project item journal to do the "movement" of the transactions?

    Something like that:

    8473.proj.png

    Ludwig

  • imran ul haq Profile Picture
    imran ul haq 4,055 on at

    Hi Ludwig,

    Item Journal I cannot use as the item is the service type.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi Imran,

    How did you record the transaction on your project the first time?

    What might be another option is creating an item requirement and posting the packing slip with negative and positive quantities on your projects.

    What you should also check are the Project Parameters. In the General tab you can specify which transaction status are allowed for adjustment.

    Best regards,

    Ludwig

  • imran ul haq Profile Picture
    imran ul haq 4,055 on at

    Hi Ludwig

    I create the PO for the service item from the item requirement.

    I am using the Fixed price Percentage completion so packing slip option i believe i cannot use.

    And in the parameter i checked mark all the option except elimination.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Can you record another PO for your service item with negative sign for the Project where you want to want to have the correction and a second PO for the Service item for the Project where you want to have the costs? This should work in my opinion to make the "adjustment".

    Ludwig

  • imran ul haq Profile Picture
    imran ul haq 4,055 on at

    Hi Ludwig,

    Thanks for your reply and the suggestion, i did the same to transfer/adjust the cost. My problem got solved but still i am wondering why in the adjustment form posted transactions are not showing, can you please guide me what can be the reason and how i can trace.

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