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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / why I cannot adjust ex...
Microsoft Dynamics AX (Archived)

why I cannot adjust expense transaction in Project module ?

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Posted on by SYNAPIS IT 1,257

Dear All,

I posted two transaction - type 'Hour' and type 'Expense' to the project type 'Time & Material'. I didn't create invoice proposal. Then I'd like to adjust both of them to 0. I created adjustment. For transaction 'Hour' - I corrected hour qty to 0 and posted adjustment. AX posted it and created reversed transaction and new transaction with qty = 0. So far - so good. Then I tried to do the same with 'Expense' transaction. I adjusted it, corrected qty to 0 - and when posting - AX generated the following error:

2017_2D00_07_2D00_14-16_5F00_03_5F00_05_2D00_Clipboard.png

Why 'Hour' transaction was adjusted but 'Expense' transaction generates error of wrong balance ? 

Any suggestion/help kindly appreciated :)

Witold Adamiak

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  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: why I cannot adjust expense transaction in Project module ?

    Hi Witold Adamiak,

    It is difficult to say why this message is triggered. It might be related to a system bug. Have you already checked the available hotfixes on LCS?

    If you need a quick fix, then I would recommend that you post another offsetting expense voucher to your project. That might be the simplest and fastest way to get this resolved.

    Best regards,

    Ludwig

  • SYNAPIS IT Profile Picture
    SYNAPIS IT 1,257 on at
    RE: why I cannot adjust expense transaction in Project module ?

    Thanks Ludwig

    I'll try your advice :0

    Regards

    Witold

  • SYNAPIS IT Profile Picture
    SYNAPIS IT 1,257 on at
    RE: why I cannot adjust expense transaction in Project module ?

    Hi Ludwig

    concluding this conversation - I see that for expense transaction any adjustment related to qty and cost price are possible. Especially reducing transaction to 0 (as qty or cost price) is forbidden. Could you confirm that ?

    regards

    Witold

  • Verified answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: why I cannot adjust expense transaction in Project module ?

    Hi Witold,

    Yes, you are right.

    Adjustments do not allow to reduce a transaction that was posted with a quantity of 1 to a quantity of 0.

    If you want to do that, you need to record a corrective (reversal) entry.

    Best regards,

    Ludwig

  • SYNAPIS IT Profile Picture
    SYNAPIS IT 1,257 on at
    RE: why I cannot adjust expense transaction in Project module ?

    Hi Ludwig

    thanks for answer - and it would finish my question :)

    Regards

    Witold

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