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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Project Financial dime...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Project Financial dimensions

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Posted on by Community Member

Hi all

When invoicing customer from the project module, the financial dimensions of the header come actually from the Invoiced Project,

Could you tell me if it‘s possible to obtain the financial dimensions of the invoice’s header coming from the customer (funding source)  instead of the project ones,

Thank you in advance for your help,

Said

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hello Said,

    The findims for the funding source are used typically for the debit transaction, i.e. in combination with your accounts receivable summary account.

    Does that not work?

    Best regards,

    Ludwig

  • Suggested answer
    Gaurangkumar Jani Profile Picture
    Gaurangkumar Jani 4,578 User Group Leader on at

    Hi,

    Project Invoice takes Financial dimension from Funding source for Customer balance transaction and Project dimensions for revenue / on account transaction.

    pastedimage1627964739943v1.png

    By default, This dimension (Funding Source) comes from the Customer master.

    If this is not working, please check if there is any customization on your system.

    Let us know if this helps.

    Thanks,

       

  • Community Member Profile Picture
    Community Member on at

    Hi Ludwig,

    Thank you for your response,

    But I would like to know, if it is possible to modify the setup to have the FinDim coming from the invoiced customer,

    Please see my screen copies below:

    2021_2D00_08_2D00_03_5F00_10h39_5F00_28.png

    2021_2D00_08_2D00_03_5F00_11h20_5F00_06.png

  • Community Member Profile Picture
    Community Member on at

    Hi Jani,

    Thank you for your response,

    But I would like to know, if it is possible to modify the setup to have the FinDim coming from the invoiced customer,

    Please see my screen copies below:

    2548.2021_2D00_08_2D00_03_5F00_10h39_5F00_28.png

    5807.2021_2D00_08_2D00_03_5F00_11h20_5F00_06.png

    Regards

    Said

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

    Hi,

    The customer findim does not come from the customer master that you see in the general tab.

    It should come from the funding source that is visible in the contract.

    The funding source and the findims are copied from the customer master but you can modify and change this setup.

    Best regards,

    Ludwig

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