Skip to main content

Notifications

Microsoft Dynamics AX (Archived)

Financial Dimensions on Time and Material Jobs Sales Order

Posted on by Microsoft Employee

Hey guys,

I am currently creating purchase orders from the sales order. When I create a purchase order for a fixed price job the financial dimensions pull over to the purchase order correctly. When I create a purchase order from the sales order for a time and material job the financial dimensions do not pull onto the purchase order so I have to manual put them in. I would like to have them pull over direct from either the sales order or from the job number.

Does anyone know of a solution to this problem or tip I can try??

*This post is locked for comments

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Financial Dimensions on Time and Material Jobs Sales Order

    Hello Danos1,

    Have you been able to get your issue resolved in the meantime?

    Would be great if you could keep us updated here.

    Many thanks and best regards,

    Ludwig

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Financial Dimensions on Time and Material Jobs Sales Order

    Hello Danos1,

    Do you use the same vendor and customer accounts for the creation of those SO and POs?

    Can you also compare the project contract setups? At the funding source level you can setup default dimension values. I am wondering if you have setup findims there and whether those settings are identical for the projects you use.

    Best regards,

    Ludwig

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

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Complete!

🔔 Be sure to subscribe to the new forums you are interested in to stay up to date! 🔔

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,902 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 229,297 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans