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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Item number not consid...
Finance | Project Operations, Human Resources, ...
Answered

Item number not considered in project budgeting

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Posted on by marypeace 520

Hi,

I created a project under Project Management and Accounting and enter budget for transaction type item.

In project budget, I click Details to enter the item number intended for the project.

The budget control is enabled in Project and the setting is to disallow budget.

When I create a Purchase Order, the system accept the item number that is not in my budget.

Will the system allow us to enter the item number even it is not included in the budget?

Does the system only consider the budget amount and not the item number?

Thank you.

  • marypeace Profile Picture
    marypeace 520 on at
    RE: Item number not considered in project budgeting

    Hi Ludwig,

    Thank you for your prompt response.

    My client is not using GL budgeting and therefore budget control is not enabled.

    They are only using Project management and accounting and uses project budget.

    Anyway, thanks again for always responding to our questions.

  • Verified answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Item number not considered in project budgeting

    Hello marypeace,

    My understanding is that this is not possible unless you don't work with project budgets only but transfer your project budgets from the project module to the ledger budget - that is the budgeting module.

    Once the project budget is also registered as ledger budget you can make use of the budget control configuration in the budgeting module.

    Doing that requires that you budget at the item level and that you have an item findim associated to the different items that you have.

    Not sure if this is feasible in your system environment given the current setup that you have.

    Would be great if you could test and check this in a demo/test environment first.

    Best regards,

    Ludwig

  • marypeace Profile Picture
    marypeace 520 on at
    RE: Item number not considered in project budgeting

    Yes that is correct.

    Can I limit the item number that can be purchased based on the item number that I enter in the project budget?

    Thanks.

  • Verified answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Item number not considered in project budgeting

    Hello marypeace,

    If I understand you correctly then you want to have a limitation of the items that can be purchased based on the ones that are setup in the project budget.

    Is this understanding correct?

    Best regards,

    Ludwig

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