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Multiple funding sources in project

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Posted on by MC-13080957-0

Hi,

How to create an invoice proposal with multiple funding sources under D365 Finance & Supply chain Project management and accounting module?

I created funding rules with allocation of 30% for funding source 1 and 70% for funding source 2.

When I generate an invoice proposal, the system is allocating it to only 1 funding source.

Please help.

Appreciate your inputs.

Thanks.

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Dynamics 365 general

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Jonas "Jones" Melgaard 4,986 Most Valuable Professional on at

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Moved from General to finance
Hmm... That should not happen.

Can you share a screen shot of the funding rules, and it's allocation?

There might be a missing funding rule for the specific combination of project/transaction type/category etc.

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Abhilash Warrier 5,426 Super User 2025 Season 2 on at

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Hi,

Could you please share the screenshot to review it further.

The system allocates based on matching rules. If a transaction doesn’t match both funding sources (e.g., due to category, line property, or funding limit), it may default to one. Try removing filters or constraints on the funding rules to test allocation behavior.

Use Project > Manage > Invoice proposals. In the proposal dialog, ensure “Funding source” is set to All or left blank to allow the system to split based on rules.

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Adis 6,069 Super User 2025 Season 2 on at

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Hi,

Let me give a wild guess. You changed the setup on the project contract, and created invoice proposal for already posted transactions, right?

The funding sources are being posted on the transaction itself, i.e. after the project contract is changed, you need to create new transactions OR adjust posted transactions, THEN you can check the invoice proposal. Keep in mind that adjustments might only be possible if the transaction is not in an open project proposal, that depends on the project parameters.

In no. 4, this is the funding source to whom you will invoice. Please share your transaction details in addition to the project setup if it doesnt solve the issue.

Kind regards, Adis

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