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

Error with trying to open menu Financial Tag

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Posted on by 21
Hi Experts,
after last release update i got this error when trying to open menu Financial Tag:
 
Cannot edit a record in Financial tag rules (FinTagRule). Name: Allocation journal_Account_< All tags >. The record already exists.
The menu item with name financialtags could not be opened.
 
 
Do you have any idea.
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  • Suggested answer
    Ramit Paul Profile Picture
    22,797 Most Valuable Professional on at
    Hi,
     
    There is no reason it wont work, Can you check if the financial tag is enabled as a feature? Also you added the delimeter from GL parameter?
     
    If everything is fine then you might need to check any customization or debug.
     
    I can confirm the issue is not there in latest version 10.0.44.
     
     
     
  • Suggested answer
    Jonas "Jones" Melgaard Profile Picture
    4,986 Most Valuable Professional on at
    I just checked LCS out of curiousity since I searched for something else anyways. It might be a known issue, and there is a fix for it.
    However it's not stating the duplicate record error and it's related to telemetry.


    Can you see the issue if you try to generate a quality update?
     
  • Suggested answer
    BillurSamdancioglu Profile Picture
    19,854 Most Valuable Professional on at
    Can you check from the table , if any data is duplicated for any reason.
    Probable of a customization.
  • Abhilash Warrier Profile Picture
    5,426 Super User 2025 Season 2 on at
    Issue 1003283 was linked to a known problem where the Financial Tag Rules menu failed to open due to a duplicate record conflict in the FinTagRule table. The resolution, as confirmed in the Dynamics Community thread, was included in Platform Update 67/68.
    Resolution Summary
    • Root Cause: Duplicate data entity or label/public name conflict introduced during customization or update.
    • Fix: Microsoft addressed the issue in PU67/68, making the Financial Tag Rules menu accessible again.
    • Workaround (before fix): Some users temporarily resolved it by renaming or cleaning up the conflicting record manually.
    If you're still encountering the issue, make sure your environment is updated to version 10.0.44 or higher, which includes the fix.

    If this helped, please mark it as "Verified" for others facing the same issue.
    Keep in mind that it is possible to mark more than one answer as verified.
  • Emad El-Shinnawy Profile Picture
    21 on at
    My version is 10.0.44 PU68, but I still face the problem.
    I'm unsure which record is duplicated or which entity to search in.
    Can you guide me to do this step?
    "
    • Workaround (before fix): Some users temporarily resolved it by renaming or cleaning up the conflicting record manually.
    "
     
  • Emad El-Shinnawy Profile Picture
    21 on at
    HI, I checked the database to find any duplication, and no duplication exists in the table FINTAGRULE as shown in the image.
    noting that marked in red is a different legal entity
     
  • Jesse Freeman Profile Picture
    5 on at
    I'm also receiving the same error after I upgraded to .44 PU68, not only when I click on my Finance Tags, but anytime I open a new sales order the notification bar shows "financial tag system rules were not found. Please navigate to the Financial Tag Rules page to confirm system rules exist".  Then when I try and open Financial Tags and I get the same error Emad shows below.
  • Suggested answer
    Jonas "Jones" Melgaard Profile Picture
    4,986 Most Valuable Professional on at
    I managed to reproduce it, and it's clearly a bug in Dynamics.
     
    --- 
     
    Steps
    1: There is a unique key on the "Name" column
    2: When you open the form, it will try to default all system rules, and these are the one you have attached as a picture; It's checking for existing rules using the following criteria - Notice the lack of name.
    3: Dynamics will try to create records for _level = 0. Since you already have these records, Dynamics will complain about duplicate values because of the name column.
     
    Table in question: FinTagRule
    Method in question: insertSystemRuleForDocumentProviderAndLevel
    Class in question: FinTagDefaultingDocumentProviderFactory
    Method in question: createSystemRuleForAllProvidersForSingleCompany
     
    ---
     
    My advice is to raise a support request with Microsoft.
     
    To rule this error out, you can set the TransactionLevel = 0, or delete the existing records. But it's IMPORTANT you avoid doing this in PROD, unless you have discussed this with Microsoft; Otherwise you risk loosing support of GL module, don't ask me how I know.
     
     
    Edit: I did some additional digging, and my assumption is that Microsoft changed something in the class AllocationJournalFinTagDefaultingDocument. I don't have a pre-10.0.44 environment, so I'm unable to check. But regardless it could be interesting to compare the class with an older version. In particular I'm interested in the getTriggerLevels method
  • Emad El-Shinnawy Profile Picture
    21 on at
    Hi,
    I tried every possible idea I could think of, but the problem still exists.
    Any idea here, plz.
  • Jonas "Jones" Melgaard Profile Picture
    4,986 Most Valuable Professional on at
    If you have tried all suggestions in the tread, and you have been unsuccessful in debugging the issue either yourself or together with your partner, I'd advise you to raise a support request and have Microsoft investigate. From what I can see you are not the only one with this issue.

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