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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Define Financial Dimen...
Microsoft Dynamics AX (Archived)

Define Financial Dimension for Project Invoice Proposal In Project Module

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Posted on by Rohin 4,624

Hi All,

I have created Some hour transactions for my project and now i am going to create Invoice Proposal by selecting those hour transactions but it is giving me error shown below:

7282.Invoice-Proposal.PNG

can you please tell where to define Financial Dimension for Invoice Proposal Transactions ?

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

    Hi,

    Please try to open the project contract and then the funding sources tab.

    There is a little button available there saying 'details'.

    In this details form you will be able to find a financial dimension tab.

    Please fill the financial dimensions there.

    Thereafter, delete the invoice proposal and create a new one again.

    Hope this helps,

    Ludwig

  • Rohin Profile Picture
    Rohin 4,624 on at

    Ahh! Amazing . Thanks Ludwig for help.

  • DOLLY.LO Profile Picture
    DOLLY.LO 93 on at

    Hello All, 

    despite of the financial dimensions on the funding tab, I´m not able to post the invoice proposal when there is a bilable line of hour, does any one have an idea?

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi Dolly.lo,

    What is your problem?

    Can you describe it possibly in a new thread as the use of the financial dimensions you setup and use might be different from what is used and described here.

    It would be great if you could also provide some screenshots that illustrate the problem.

    Many thanks,

    Ludwig

  • mseddek Profile Picture
    mseddek 212 on at

    Hi Ludwig,

    How can i make funding source take two different dimensions , i need to allocate different percent amount on the customer but by two different dimension . 

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi Mohamed,

    Can you create a new thread please and specify details of your setup and what you want to achieve exactly especially in regards to the postings that shall be made in the findims.

    Many thanks,

    Ludwig

  • mseddek Profile Picture
    mseddek 212 on at

    Hi Ludwig,
    My case is :

    - I have a Project contract with customer X , and i have two project (A,B) assigned on the same contract but with two different dims Values.

    Project Findims dims Value
    A Leading of business Water
    B Leading of business Gas



    - I create fee journal on project A amount 20$ and fee journal on project B amount 80$.
    -Then i create project invoice with the two previous fee journals and current journal entry is :
                               D/ AR (Customer) 100$
                               CR/ Revenue 20$-Water
                               CR/ Revenue 80$-Gas

    I need journal to be :
       D/ AR (Customer) 20$-Water
       D/ AR (Customer) 80$-GAS
       CR/ Revenue 20$-Water
       CR/ Revenue 80$-Gas

    -But i can't do this because AR account takes Findims from funding source on project contact , i can add only one dims value.

    Thanks

  • Community Member Profile Picture
    Community Member on at

    Hi Ludwig,

    Your solution worked for AR account, But still the business unit is not applied for GST/Vat Accounts.

    We want to generate BS by each business unit. Please let me know if there is any settings we are missing. Please check image for journals

    Thanks,

    Raju

    JV-GST.png

  • Suggested answer
    mseddek Profile Picture
    mseddek 212 on at

    Hi Raju

    Make sure that you apply business unit Fdim on BS accounts from general ledger < setup < chart of accounts < configure account structure

    Regards

    Mohamed

  • Community Member Profile Picture
    Community Member on at

    Hi Mohamed,

    Yes. I did configure BS accounts in "configure account structure"

    But it blocks post invoice proposal, because business unit is not getting applied to voucher transactions.

    If I set "Allow null" the above transactions is posted but with out business unit for GST/Vat accounts.

    Thanks,

    Raju

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