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Funding source problem

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Posted on by IA-15041016-0

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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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Dynamics 365 Finance

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Sohaib Cheema 48,972 User Group Leader on at

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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

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IA-15041016-0 197 on at

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Hi Sohaib Cheema

yes i can see the customer list

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Sohaib Cheema 48,972 User Group Leader on at

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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

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IA-15041016-0 197 on at

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when i enter the funding source , it gets filled in correctly, but my issue is not related to the sequence or the id

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IA-15041016-0 197 on at

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On the other hand, I’m able to enter the value manually, and it gets filled in

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Sohaib Cheema 48,972 User Group Leader on at

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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?

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IA-15041016-0 197 on at

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1) are you a system admin? yes

2) do you have any customization on this dialog form? yes

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Sohaib Cheema 48,972 User Group Leader on at

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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.

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Giorgio Bonacorsi 735 on at

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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

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IA-15041016-0 197 on at

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Hi Giorgio Bonacorsi,

yes the funding type is customer

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