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

Project budget committed cost not relieving when an invoice is posted (when using auto-post within the workflow)

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Posted on by

Good evening,

I wanted to see if anyone has experienced this same issue.

Currently we are running into an issue in AX 2012 R3 (we are on the latest CU as well) in which committed cost against project budgets do not relieve when the invoice post.

within our current workflow we use the auto-post function after the last approval step. 

I have tested this issue by removing the auto-post step in the workflow and then tested posting manually (with the button on the form) after the workflow is completed and this method works as intended (the committed cost clears).

so it seems the root of the problem stems from the job behind the auto-post task. We have done some debugging with no resolve as of yet. I thought I would run this by you all  and see if anyone would happen to have a recommendation for a proposed solution that you could share? 

Also, I did a brief issue search on LCS and did not find an exact match to our issue as of yet there.

please let me know your thoughts or if you need any additional info thanks l!

I have the same question (0)
  • André Arnaud de Calavon Profile Picture
    301,130 Super User 2025 Season 2 on at

    Hi James,

    Did this automatic action work before correctly? Did it stop after an update to the latest CU or was anything else changed? If you don't have customizations in this area, I would suggest to create a ticket for Microsoft Support as you already searched on LCS. I don't have a machine with a setup ready to verify the behavior.

    In the meantime, don't enable the auto post function.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hello James.self,

    I would recommend that you start investigating LCS for potential hotfixes especially if you operate an older R3 version.

    There have been a couple of hotfixes releases for issues around committed costs and you might have simply run into an older system bug.

    So, please check LCS for available fixes.

    Best regards,

    Ludwig

  • Satya Teki Profile Picture
    on at

    Hi James,

    Thanks for the question. I assume this is a Project Purchase order ? Is this a product based purchase or a procurement based purchase ? Do you have the create Item requirement parameter on for Project purchase orders in the Project management and accounting parameters ? Are the commitments associated with the Purchase order or the Item Requirement? (You can verify this by looking into the commitments on the Purchase order) 

    Invoicing should relive the commitments and post the actual costs. There are more than one fix that we have released to address this scenario. Based on the answers to the questions above we can narrow down to the right fix. On a side note if it is possible I would recommend upgrading to the latest CU as there are many fixes which we released to address this scenario. If you are on the latest update and still can simulate this scenario then please log it as a incident.

  • Community Member Profile Picture
    on at

    Thanks for the response. This is a project purchase order. It is procurement based. The commitments are against the project categories that are budgeted on the project.

    We are on the most recent CU for 2012 R3.

    As a mentioned, this is only happening when we use the auto-post function through the workflow. If I turn off the auto-post function and then post manually after the workflow has completed, the committed cost alleviate as they should.

    Thanks!

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Good Morning James.self,

    Have you been able to make some progress here?

    Would be great if you could keep us updated and know if some additional help/support from the community is required.

    Many thanks and best regards,

    Ludwig

  • Satya Teki Profile Picture
    on at

    Thanks for the update.

    You can log this as a incident with Microsoft for addressing this through a hotfix.

    Regards,

    Satya Teki

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