Purchase Order Pre-encumbrance

(0) Share

Report

Posted on by Nemesis

680

Hi All,

Having an issue where we have Pre-Encumbrance enabled for Purchase Requisitions. When a user creates a PR and it goes through the workflow, it does a budget check etc. Now when it comes to creating a Purchase Order with the PR.....we're receiving an error that the transaction exceeds the budget funds available.

When I go to budget control Statistics and look up the dimension used for the PR/PO.......I can clearly see that I have the funds available....with a pre-encumbrance amount.

Not sure if I'm explaining this right......but can someone point me in the right direction on how do I get around this as I'm new to AX.

Thanks

*This post is locked for comments

I have the same question (0)

All responses (9)

Answers (0)

Suggested answer

syed baber 11,633 on at

Like (0)

Report

Hi Nemesis,

In addition to the financial dimension, have you looked at the Main account as well on Budget control statistics form and match with the main account used for PO transaction?

Thanks,

Baber.

Was this reply helpful? Yes No
Nemesis 680 on at

Like (0)

Report

Hi Baber,

I did look into this.....but no difference.

Was this reply helpful? Yes No
syed baber 11,633 on at

Like (0)

Report

Hi Nemesis,

On purchase order, accounting distribution form, ledger account is the same for which you have balance showing in budget control statistics?

Thanks,

Baber.

Was this reply helpful? Yes No
Nemesis 680 on at

Like (0)

Report

Yes it is. IDK whats going on. And its only happening for this account.

Was this reply helpful? Yes No
syed baber 11,633 on at

Like (0)

Report

Hi Nemesis,

Can you please paste the screen shots of PO Accounting distribution form and budget control statistics form with the ledger account selected, so that I can better understand what is wrong here?

Thanks,

Baber.

Was this reply helpful? Yes No
Nemesis 680 on at

Like (0)

Report

See the pre-encumbrance screenshot below. Follow by the encumbrance. I assumed that this should have been updated to a 'Confirmed' status as with encumbrance.

Was this reply helpful? Yes No
Khaled Alloud 3,658 on at

Like (0)

Report

Hello,

Please advice if the issue is still there, if it is solved please tell us how it is solved.

You may check Budget control configuration. Have you seen the Budget funds available column?

thank you,

Was this reply helpful? Yes No
Adineh Negahdari 807 on at

Like (0)

Report

Is a Project ID Available on the PR?

Was this reply helpful? Yes No
Adineh Negahdari 807 on at

Like (0)

Report

Is a Project ID Available on the PR?

if yes update the Funding Limit amount on Project's Contract.

Was this reply helpful? Yes No