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Purchase order year-end process not retrieving all Open POs

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Posted on by SadiqQ

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Hi,

When I run Purchase Order Year-end process to carry forward all Open POs to new Financial year, On clicking Retrieve Purchase Order, It is displaying some POs but other POs are not showing which should also be retrieved.

Any idea, why so?

I am running it in Dynamics !X 2012 R3 environment.

Sadiq

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Bradley Gehrls on at

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RE: Purchase order year-end process not retrieving all Open POs

Enter Budget Register that is being tracked in 2021.

Create a PO in 2021 that uses this PO.

Now if I check the Budget Control Statistics I can see the 15,000 of encumbrance for 2021.

At this point I will check to see if the PO is available to carry forward.

You can see if I check the AccountingEvent table I see the Accounting Date of 2/21/2021

Now I do not mark the PO for carry forward and add a second line to the PO in 2022. I than change the Accounting Date to be 2022 I will see the following error.

If I create the line for 2021, and try to do a correction I am unable to change the accounting date.

This was tested in a 10.0.31 environment. As you can see I am unable to check the accounting date on the PO or the Accounting Distribution without doing a carry forward on the PO.

Note that if you are adding new lines or making an adjustment me, make sure to carry the PO forward before adding lines for the new year. You can use the Query below to check to see if yoru PO has an AccountingEvent in the next year, no you will need to add the PurchID and the Legal Entity to the query for any results to be returned.

SELECT 'ACCOUNTINGEVENT' AS 'TABLE NAME', * FROM ACCOUNTINGEVENT WHERE SOURCEDOCUMENTHEADER
IN (SELECT SOURCEDOCUMENTHEADER FROM PURCHTABLE WHERE PURCHID = 'XX' AND DATAAREAID = 'XX')

The way to get around this issue, is to delete all pending invoices, cancel all remaining lines on the PO, create a new PO in the next Year, add back the invoices and make any adjustments to budget.
edwin90 on at

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RE: Purchase order year-end process not retrieving all Open POs

Hi Property20,

Yes, I have an issue same like you.

Did you use Purchase order year-end process from 2021 to 2022?

Maybe, we are not allowed to change the Line after bring the PO to the next year. (from 2021 to 2022).
If we did that, the system don't allow the PO to carry forward again to 2023.
Same Like the answer from Brad Gehrls above.

I dont know what the reason.
I already made a Post for this issue and someone helped me, but until know theres no answered, still ongoing.

https://community.dynamics.com/365/financeandoperations/f/dynamics-365-for-finance-and-operations-forum/479411/po-not-show-up-on-the-list-purchase-order-year-end-process-po-budget-partial-invoice-can-t-move-to-next-year
it.dev 22 on at

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RE: Purchase order year-end process not retrieving all Open POs

Hi edwin90,

user adding new line PO and after that they do confirm PO and creating partially invoice. But on 2023 they still have remaining quantity for creating invoice, but when accounting want to posting invoice they got notification for doing purchase order year end process. But, the PO number is not retrieve in list of purchase order year end process.

Are you same issue like us?
edwin90 on at

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RE: Purchase order year-end process not retrieving all Open POs

I have same issue with you Property20.

As in the answer above by Brad Gehrls, is it in your case, there is also a change in the PO in the Line section?
it.dev 22 on at

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RE: Purchase order year-end process not retrieving all Open POs

Hello,

I also have same issue regarding purchase order year end process. We have some PO that created on 2021 without budget control. then on 2022 user adding line PO with budget control. on 2023 when do purchase order year end process the PO is not retrieve in list purchase order year end process.

Accounting event in distribute amount showing "corrected"

We are in Dynamics 365 Version 10.0.30

Thanks.
D365 finance yugandhar 74 on at

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RE: Purchase order year-end process not retrieving all Open POs

Thanks for quick response on this

Getting this error while Resuming workflow in PO pending invoice

Stopped (error): Posting of order POXXXXXX canceled The accounting date for the invoice must be in the same fiscal year as the related purchased order. Run the purchase order year-end process or change the date to the current fiscal year

We have thousands of invoices are there, so we are doing POYE process bulk. Through this we are changing accounting date and we are able to post invoices.

But for some PO’s we are unable to retrieve purchase orders, don’t know exact reason why it is not retrieved.

As you said I have checked PO’s are not amended and accounting distributions also not changed and also purchases order status as open order & received status.

Is there any possibility without deleting purchase orders to post invoices, as we have thousands of invoices so we can’t delete all.

We are using both "process and do not carry forward budget "and "process and carry forward budget".
Bradley Gehrls on at

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RE: Purchase order year-end process not retrieving all Open POs

Hello,

I wanted to reach out to you. There are a few reasons why you would not be able to see a PO for the carry forward process. The most common one that i have see is if you add a line or make changes to an existing line in the next year and then confirm the PO, this will trigger an accountevent in the new year, make that PO unable to be carried further. To get around this you would need cancel the PO and create a new one, then carry forward and then make the changes for the new year.

Brad
D365 finance yugandhar 74 on at

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RE: Purchase order year-end process not retrieving all Open POs

Hi I am also facing same issue, if anyone found solution please let me know
Bradley Gehrls on at

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RE: Purchase order year-end process not retrieving all Open POs

Hello SadiqQ ,

This issue may require more information. It would be best to open a case for this issue. If you have any questions please let us know.

Brad
SadiqQ 435 on at

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RE: Purchase order year-end process not retrieving all Open POs

It is also observed that all POs whose Budget check, pre-encumbrance are valid are not retrieved.

How to retrieve such POs.

refer to following for reference;