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Financial Dimensions on Time and Material Jobs Sales Order

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Posted on by Community Member 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??

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Ludwig Reinhard Microsoft Employee on at

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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 Microsoft Employee on at

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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

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