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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / FundingSource copied A...
Microsoft Dynamics AX (Archived)

FundingSource copied Alphnumarically

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Posted on by Community Member

Hai,

When ever I'm copy transaction from On-Account Forecast to On-Account Transaction FundingSource copied Alphanumarically. It's not taken what we select in the On-Account Forecast. Could somebody help me on this.

Navigation:- PMO ->Plan -> Forecast -> On-Account  Forecats-> New -> Copy.

PMO -> Manage -> Bill ->On-Account Transactions -> Sales.

Thanks.

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I have the same question (0)
  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi,

    Can you explain what you mean by saying 'copied alphanumerically'?

    I do not see an issue with the process in my demo system.

    What AX2012 version are you operating?

    Would be great if you could post some supporting / illustrative screenprints.

    Many thanks and best regards,

    Ludwig

  • Community Member Profile Picture
    Community Member on at

    Hi Ludwig,

    Thanks for your response. Sorry I can't provide any screenshots right now. 

    My issue is

    Wrong funding source is used when copying from on-account forecast to an on-account transaction. During the copy from forecast to on-account transaction the funding source is being populated with whichever funding sources comes first alphanumerically on the Project Contract.

    I'm using AX 2012 R3 version.

    Thanks.

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 304,184 Super User 2026 Season 1 on at

    Hi K V,

    I would consider this as incorrect behavior. Did you already have a look if there might be a known issue on LCS issue search?

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

    Hi,

    I found the following issue on LCS:

    Issue 3852854On account forecast copy with two funding sources creates only one line to the on account transactions

    Problem:

    When

    an on account forecast is created across two lines on a project which has two

    funding sources with an allocation set to distribute equally, and you use the

    Copy function to copy it to the on account transactions, the system does not

    distribute these lines equally across the funding sources.

    Remarks:

    Microsoft has evaluated this issue, and will not be issuing a fix at this time.


    Based on the remark, I would say that you cannot use the copy functionality for that purpose and have to handle this manually or - alternatively - make a system modification yourself.

    Best regards,

    Ludwig

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