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Session Id :
Finance | Project Operations, Human Resources, ...
Suggested Answer

Microsoft Dynamics Finance & Operations Project Issue in Budget with item Requirements

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Posted on by 10

Hi,

I review this issue in  standard enviroment, This is the scenary:

1. Create a new Proyect of T&M 

2. Setup Budget and forcast Control

pastedimage1584284070171v1.png

3. Aprobe a new Project Budget  with $500 in a Category Project of Item, and pass to In progress status

4. Insert a new Item Requirements (Doesnt matters if is a service or product Item)

5. Create A Purchese Orden from Item requirements form with this value $500

6. Confirm de Purchase Order. Next one, Recibe and consume the Purchase order

7. Post the invoice of the Purchase order, and you have the issue: The entry for category ProjItem on project 000236 cannot be submitted because it would cause the cost budget to be exceeded by 500.00.

pastedimage1584284373707v2.png

Please, anybody knows what is the solution please. 

Thank you,

César

I have the same question (0)
  • MATTGUO Profile Picture
    22,349 Moderator on at

    Hello,

    Could you please share the screenshot of the project budget status in financial tap of invoice line?

  • Cesar2020 Profile Picture
    10 on at

    Hello Mat,

    pastedimage1584369249195v1.png

    This is the Project Budget Balance, because I consumed the PO in the project when I received

    pastedimage1584369287045v2.png

    But, is not possible post the invoince of  the PO

    please, let me know your comments. Thank you.

    César

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hi Cesar,

    Is the PO in the same currency and do you know if it includes additional charges, fees, taxes?

    Best regards,

    Ludwig

  • Cesar2020 Profile Picture
    10 on at

    Hi Ludwing,

    Nothing, you can replicate the scenery in Contoso.

    César

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hi Cesar,

    There are a couple of hotfixes that are still under development.

    Please see:

    fix.lcs.dynamics.com/.../Results

    Might be that your issue is related to one of those issues that are currently in the process of getting fixed.

    Best regards,

    Ludwig

  • Cesar2020 Profile Picture
    10 on at

    Hi Ludwing,

    I think that maybe the issue was reported in the past.  Is strange that we don't have a solution actually.

    But I am sure that in 2012 worked good.

    Thank You Ludwing

    César

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hi Cesar,

    I think the best option that you have at the moment is opening a support case with MS.

    Might be the fastest solution to get a definite answer what causes the error, except of course if you have a developer around you could have a look at this issue.

    Best regards,

    Ludwig

  • Cesar2020 Profile Picture
    10 on at

    ok, Thank you!.

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