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

Unable to find Posted transactions for Project

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Posted on by 160

For this particular Project if we click on Item task> PO we can find the related POs as shown in the next screenshot

pastedimage1584382333680v2.png

For this particular project we have these POs posted

pastedimage1584382270454v1.png

But when I look into posted transaction I cannot see any details

Can you please help me with any setup which I am missing? I need to see these POs under posted transaction

pastedimage1584382449024v3.png

I have the same question (0)
  • Dynamicsuser365 Profile Picture
    160 on at

    Please let me know if someone can help

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hi,

    What about the invoice journal button in your second screenprint?

    Can you click that button and check whether a voucher was created?

    Best regards,

    Ludwig

  • Dynamicsuser365 Profile Picture
    160 on at

    Hi @ludwig thank you for answering. Yes I just checked the Voucher is created

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hi,

    If the voucher is created and provided that the PO is linked to your project, you should be able to see the posted project transactions in the manage tab - posted project transactions - of the project.

    Can you double check that?

    Best regards,

    Ludwig

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Good Morning DynamicsUser365,

    Have you been able to find the transaction in the posted project transactions form?

    Best regards,

    Ludwig

  • Dynamicsuser365 Profile Picture
    160 on at

    Hi Ludwig, unfortunately we were not able to find. Still looking for the solution to the problem

  • Suggested answer
    Rahul Mohta Profile Picture
    21,032 on at

    from your original screenshot, the start date had a filter, remove it and suggest

  • Suggested answer
    Gaurangkumar Jani Profile Picture
    4,534 User Group Leader on at

    Hi,

    You will be able to see transaction in this form only when you post transaction in this project such as:

    1. Material Delivery against this project

    2. Project Invoice

    3. Posted Project Journal

    for PO system actually do not pass any entry in project it will show you committed cost in "Cost Control", Once you consume material or delivered it to client, after that system will considered as actual cost against project and you will be able to see posted transaction.

    Thanks.

    Gaurangkumar Jani

    Sr. Finance Functional Consultant

  • BK-11101549-0 Profile Picture
    on at

    Hello,

    Have you found a solution for this issue yet?  If not, you may want to look into opening up a support incident to investigate further.

    Thanks.

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