Project Management and Accounting - Project quotations

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Posted on by ÍB-03041348-0

In project budgets, when you transfer the item requirement, it generally creates a single sales order for all the budget lines. In one on my clients, is happening the following and I can't figure out where it's coming from.

In some projects, a sales order is generated for each of the budget lines,

but in other projects, it only generates one Sales Order for all the budget lines.

I have reviewed the configurations but can't find the cause... since it couldn't be due to parameters, as it would affect all projects.

Thanks in advance for your help!!

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Dynamics 365 Finance

Dynamics 365 Project Operations

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Abhilash Warrier 6,165 Super User 2025 Season 2 on at

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Hi,

Could you please review the below areas –

Project Type and Setup (Project Management & Account parameters, Project Group & Project Category)

Check if the projects where multiple sales orders are generated have different types or setups compared to those generating a single sales order. Sometimes, specific project types or templates might have unique settings.

Budget Line Configuration:

Review the configuration of the budget lines themselves. Ensure that there are no special settings or flags that might cause the system to treat them differently.

Customizations or Extensions:

If your system has customizations or extensions, check if there are any specific rules or scripts that might be affecting sales order creation. Custom code can sometimes lead to unexpected behavior.

User Roles and Permissions:

Verify if user roles and permissions might be influencing the process. Different users might have different permissions that affect how sales orders are generated.

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ÍB-03041348-0 33 on at

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Thank you for your answer. I'm under-reviewing all those setups. I'll come back with the results

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ÍB-03041348-0 33 on at

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I think I have troubleshoot the error, this is the cause and the solution:

The project contract, funding sources, and customer account must match. In other words, for projcects quotation to be transferred to existing projects, the account field must be filled in the project sheet.

If a project quotation is created and transferred to a project, the customer account in the project sheet must match the first funding source of the project contract.

Otherwise, the system cannot relate it correctly, and a sales order is created with different customer and invoice accounts and creates a sales order for each line.

This means that the customer account project contract must be the project's customer account and, in turn, the first funding source of the contract.

This is the result when the customer account of the project quotation, the customer account of the project, and the first funding source of the project do not match.

If the customer account field in the project sheet matches the second or subsequent funding sources, it does not work well, and D365FO does what is described above.

The system takes in consideration that if a sales order already exists, it is not posted yet and is previously associated with the same project of the project quotation, the new lines of the new budget go to that sales order.

However, when the customer account of the budget, the customer account of the project, and the first funding source of the project do not match, the system creates new sales orders because it cannot associate them.

I hope all of this helps!!

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