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Finance | Project Operations, Human Resources, ...
Suggested answer

Funding source problem

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Posted on by 197
Hi all, 
I’m encountering an issue when creating a project contract in D365 F&O ,  the funding source list appears empty. Could this problem be related to role permissions or configuration? When I manually enter the funding source ID, it works.
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  • Sohaib Cheema Profile Picture
    48,972 User Group Leader on at
    Funding source problem
    Hi,
     
    That's a bit strange one. 
     
    Looking at your screenshot, I can see you can view customer name and Customer Account columns for the existing contracts.
     
    Could you please navigate to the following menu and check if you can see list of customers 
    Accounts Receivable >> Customers >> All Customers
     
  • IA-15041016-0 Profile Picture
    197 on at
    Funding source problem
    yes i can see the customer list
  • Sohaib Cheema Profile Picture
    48,972 User Group Leader on at
    Funding source problem
    Hi,
    I can see your Project Contract Id (first field on the top) is empty/missing. 
    Appears that your number sequence setup is not good to go. All users of your company could be facing the same issue (no customer visible in drop-down)
    Do you want to fix your number sequence please, for the Contact Id
  • IA-15041016-0 Profile Picture
    197 on at
    Funding source problem
    when i enter the funding source , it gets filled in correctly, but my issue is not related to the sequence or the id
  • IA-15041016-0 Profile Picture
    197 on at
    Funding source problem
    On the other hand, I’m able to enter the value manually, and it gets filled in
  • Sohaib Cheema Profile Picture
    48,972 User Group Leader on at
    Funding source problem
    Hi,
     
    1) are you a system admin? Do you have custom security  role? Are you using a standard security role?
    2) do you have any customization on this dialog form?
  • IA-15041016-0 Profile Picture
    197 on at
    Funding source problem
    1) are you a system admin? yes 
    2) do you have any customization on this dialog form? yes
  • Sohaib Cheema Profile Picture
    48,972 User Group Leader on at
    Funding source problem
    Hi,
    A system admin should not have any access issues, therefore I doubt the customization on this form to be culprit. 
    Could you check with your technical person, what type of customization it is, what it is doing. If this is related to any XDS (security policy) or the look (or the lookup control) has been customized/extended. 
    Using the standard system, this issue is not reproducible. 
     
  • Suggested answer
    Giorgio Bonacorsi Profile Picture
    735 on at
    Funding source problem

    Hello,


    Can you check if the contract is tied to the client?

    I remember without that's the contract is not considered activated (hence you cannot see).

     
     
    Thank you, 
    Giorgio
  • IA-15041016-0 Profile Picture
    197 on at
    Funding source problem
     
    yes the funding type is customer

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