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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Purchase Requisition c...
Microsoft Dynamics AX (Archived)

Purchase Requisition can't move to Release approved PR

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Posted on by Febriani Vira 165

Hi guys.. 

I face a problem in  creating Purchase Requisition.

I set a workflow for PR and it contain several steps, first submit > complete > approve and I set a control budget in PR

when I create a PR (submit > complete > approve) it works smoothly, however in PR list there is no green check mark so the PR can't move to release approved PR. 

I tried to use Reserve budget fund menu in tab Financial, then the PR have a green check mark. 

Is there a way to make the PR is automatically have a green check mark (without use Reserve budget fund) so I can continue the steps of procurement? 

note: if I turn off the budget control, the process of procurement (PR submit > complete > approve until create PO) is work smoothly.

Is there any missing in setup budget or PR? 

please help, 

great thanks

regards, 

Vira

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

    Hi, If you click on the "view distributions" tab in the financial section of the purchase Requisition, what ledger account & financial Dimension do you see there? Are those accounts included in your Budget control configuration? Ludwig

  • Febriani Vira Profile Picture
    Febriani Vira 165 on at

    Hi,

    Yes those accounts are included in budget control configuration. I try to create a PR again and it still not working.. I still need to use reserve budget fund to show the green check mark in PR list :(

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi,

    Can you double check the financial dimensions included in budget control? Are all financial dimensions used in your PR included there?

    Another thing, in your PR are there any Balance sheet accounts touched / affected that are not included in the account structure that is selected in the Budget control configuration window?

    Ludwig

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