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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / PO Not Show Up on the ...
Finance | Project Operations, Human Resources, ...
Unanswered

PO Not Show Up on the List Purchase Order Year-End Process (PO budget partial Invoice can't move to next year)

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Posted on by edwin90

I have a PO with Accounting Date 2021 without budget and I did Carry Forward to 2022 with budget.

In 2022, I already partial Invoice in 2022.

Can I bring the PO to the 2023?

Because when I want to Purchase Order Year-End process, the PO not show up.

How I can Invoice the PO in 2023?

The Distribution Amount show like this

pastedimage1676518351574v1.png

  • AXSHAH Profile Picture
    AXSHAH 528 on at

    Hi

    You can carry forward each year even if there is a partial invoice however, note that you meet the following requirements:

    1. Budget available policy

    2. Remove any pending invoices

    3. Do not edit the PO otherwise you will lose the carry forward status.

    It will show like this under accounting distribution: 
    pastedimage1676444228371v1.png

  • edwin90 Profile Picture
    edwin90 on at

    Hi Khan,

    Thanks for the Reply.

    Sorry for the miss case that I have facing for this PO.

    The issue regarding purchase order year end process. I have some PO that created on 2021 without budget control. then on 2022, I adding line PO with budget control. On 2023 when do purchase order year end process the PO is not retrieve in list purchase order year end process.

    Accounting event in distribute amount showing "Correction"

    pastedimage1676517961399v2.png


  • AXSHAH Profile Picture
    AXSHAH 528 on at

    Hi Ed

    Can you try using the budget maintenance control feature, it helps to re-allocate the budget when the transaction was made without a budget, link here.

    Do it in UAT and try this feature to allow a negative budget.

    pastedimage1676523221268v1.png

  • edwin90 Profile Picture
    edwin90 on at

    Hi Khan,

    I think this feature just reprocess the Transaction has been using budget or not.

    The result will be Green Check Mark and no effect to the PO, because from earlier the PO already use Budget in 2022 with an Partial Actual Invoice in 2022.

    pastedimage1676531290266v1.png

    But still the problem, the PO not show up on List Purchase Order Year-End.

    I need move the PO to the 2023, so I can Invoice the rest of it.

  • AXSHAH Profile Picture
    AXSHAH 528 on at

    Hi Ed

    We have progress here, the green mark means it will be available under the list of carry forward. However, the next step is to check:

    1. If the PO has any pending invoices then delete it

    2. Extract the dimension from PO lines and check if the budget is available under budget statistic reports.

    3. Status of PO should not be draft

  • edwin90 Profile Picture
    edwin90 on at

    Hi, Khan

    this what I already check

    1. PO doesnt has any pending Invoice (already partial invoice in 2022)
    3. PO Not Draft

    pastedimage1676600498487v1.png

    2. The Dimension on the Line

    pastedimage1676600607686v2.png

    4. The Budget Control Dimension , I only set for the first, second, third, sixth dimension (the fourth & fifth not include budget control) and the budget is available for that Dimension
    pastedimage1676600950443v3.png



  • AXSHAH Profile Picture
    AXSHAH 528 on at

    Hi Delto

    On the screen, I don't see the encumbrance holding any value, as you know that any open PO must show the budget under encumbrance.

    So, re-share the screen with carry forward included as shown below. And change the Budget cycle to 2022. 

    pastedimage1676616574883v2.png

  • edwin90 Profile Picture
    edwin90 on at

    Hi Khan, 

    1. pastedimage1676872947062v1.png

    2. pastedimage1676873062790v2.png

  • AXSHAH Profile Picture
    AXSHAH 528 on at

    Hi Ed

    The PO number must display under encumbrance in the above setup please verify.

  • edwin90 Profile Picture
    edwin90 on at

    Hi Khan, 

    Yes the PO in Encumbrances

    Example this

    pastedimage1683533683738v1.png

    PO-22-004175 with Amount 18.018.018,02 in November, 07, 2022


    pastedimage1683533829656v3.png

    pastedimage1683533782198v2.png

    The PO already in Encumbrances in Budget Control Statistic in 2022.

    But not show in Purchase Order Year End

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