Dynamics Community Forum Thread Details

$posting account is missing or invalid$

I am trying to create a bill using the project module. I am getting an error when I try to select the inventory items to be billed. When I try to select the item it says "Posting account is missing or invalid" Has only else had this issue? I am only having this issue for inventory items, payroll and invoices are working fine.

Thanks

Christine

The first thing we need to determine is what the "Source" of your accounts is. You set the "Source" of each of your accounts for each budget item in the Budget Accounts window (Cards | Project | Project | Budget | expansion button next to cost category | Accounts). Here you can select any of the sources to be used for that specific account.

Whatever is selected in the Budget Accounts window will determine which window the actual account number is pulled from. Here are the possibilities for all transaction types:

* Cost Category -> Cards | Project | Cost Category | Accounts.

* Customer -> Cards | Sales | Customer | Project | Accounts. Make sure to choose the correct corresponding Transaction Type.

* Contract -> Cards | Project | Contract | Accounts. Make sure to choose the correct corresponding Transaction Type.

* Project -> Cards | Project | Project | Accounts. Make sure to choose the correct corresponding Transaction Type.

* Specific -> Account is entered right here in Budget Accounts.

* None -> No accounts are entered so General Ledger would not be updated.

* Equipments -> Cards | Project | Equipment | Accounts.

* Item -> Cards | Inventory | Item | Accounts.

* Vendor -> Cards | Purchasing | Vendor | Project | Accounts.

* Employee -> Cards | Payroll | Employee | Project | Accounts.

* Miscellaneous -> Cards | Project | Miscellaneous | Accounts.

Please verify that whatever the source is for this project and cost category that there is actually an account in that place.

If you continue to have a problem with this, I would recommend bringing up the project in the Project Maintenance window and choosing File | Print. Please mark "Budget" and choose to Include "Accounts." This report will show you all of the posting accounts assigned to this project. If there are accounts designated with !!! or ***, they need to be fixed.

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