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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Costs not pulling in f...
Microsoft Dynamics AX (Archived)

Costs not pulling in for estimates

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Posted on by daxin

We use fixed price projects and all the sudden we have several projects in one legal entity that when estimates are ran, the posted costs are not populating on the costs for the estimates during revenue recognition.  What would cause this issue and how to resolve it? What things to check?

Thanks!

AX2012R3CU11

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

    Hi cvandy23,

    When you say 'all the sudden', do you mean that things worked fine before e.g. last week/month/etc.?

    Do you know if some changes have been made to your system since the last time things worked fine? (Ex: upgrade to a newer CU, etc.)

    Basically, you just need a forecast model with some $ amounts in it. The estimate process compares those forecast amounts to the actual costs. Have you checked that the correct forecast model was selected that included forecast amounts for the period the estimate was run?

    Best regards,

    Ludwig

  • daxin Profile Picture
    daxin on at

    Hello,

    Last month estimates ran correctly, this month for one LE they are not pulling in costs on some projects.  No big changes have been made.  We use total budget-actual at first, but this is not showing the costs for hours, items or expenses properly, eventhought they are in posted transactions for that time frame.    Thanks!

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

    Hello cvandy23,

    Thank you for this update.

    Can you check the period code that is selected when you run the estimate to ensure that it has all necessary periods configured.

    What did you select for the completion method? (automatic,...)

    And have you checked that the period code selected is in line with the forecast amounts recorded. That is, that there is no date/period difference?

    Best regards,

    Ludwig

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