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Issue in PO budget carry forward when PO is more than 1 year old.

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Posted on by AXSHAH

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For example, when performing carry forward to PO from 2022 to 2023, our requirement is that system should not make the negative budget transaction in 2022 and create PO in 2023 with a budget available under carryforwards if PO is already carry-forwarded from 2021.

Action and impact:

When choosing option 1: Process and carry forward budget, the issue is the system is creating a negative transaction in 2022 and it affects the revised budget in 2022 if PO is carried forward from 2021. We got an extra negative in budget funds available (carry forward not included).

When choosing option 2: Process and do not carry forward budget, then the issue is that system is asking new budget for 2023 however there is no negative budget for the year 2022 for 2021 carries forwarded purchase orders and it is even affecting 2022 based POs'.

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AXSHAH 528 on at

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RE: Issue in PO budget carry forward when PO is more than 1 year old.

Hi Hana

The setup is from AX 2012 and the impact is the same for both AX2012 and D365FO. The issue is when the PO is passing through carry forward more than 1 time. Example: From the year 2021 to 2022 (no issue) then the same PO 2022 to 2023, we face issues as the budget available in the year 2022 (not incl. carry forward) shows a negative budget.
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Hana Xue Microsoft Employee on at

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RE: Issue in PO budget carry forward when PO is more than 1 year old.

Hi Muzaffar,

Regarding the Year End Processing options for Purchase Orders, this link has a detailed description of the two options that you can select to close Purchase Orders encumbrances in the ending fiscal year and reappropriate them in the new fiscal year.

Process purchase orders at year end | Microsoft Learn

Best Regards,

Hana