Finance | Project Operations, Human Resources, ...

PROJECT CUSTOMER CHANGING

(0) Share

Report

Posted on by Mustafa Quraitem

Hi,

I have created a Project ID With Some Customer, & Then As per Operations Dept. We have to change the customer ID Knowing We didn't create any Project Invoice till now, But there are some Costs charged to the Project, My Question Is Can I Edit the Project Profile & Change the Customer ?

Regards

Mustafa

I have the same question (0)

All responses (7)

Answers (0)

Suggested answer

Ludwig Reinhard Microsoft Employee on at

Like (2)

Report

Hi Mustafa,

You can add a new customer (project funding source).

After doing that you can define a funding rule that specifies that the complete amounts will be posted to the new one.

Would be great if you could give it a try and let us know if this worked for you.

Best regards,

Ludwig

Was this reply helpful? Yes No
Suggested answer

Rahul Mohta 21,032 on at

Like (1)

Report

As Ludwig suggsted, best way i to keep the earlier customer and add new one in project contract as new funding source

Was this reply helpful? Yes No
Mustafa Quraitem 63 on at

Like (0)

Report

Hi,

I don't know if you can see the Snapped Properly But I Couldn't Add a Funding Source since the Customer tap is not Active, Should I change any Setup to enable me to Add the Customer ID in Funding Source line?

Regards

Mustafa

Was this reply helpful? Yes No
André Arnaud de Cal... 301,053 Super User 2025 Season 2 on at

Like (1)

Report

Hi Mustafa?

Do you mean to say that the Customer lookup is not enabled? The focus on your screenshot is on the Funding source ID. You have to use the Customer field for the lookup.

Also note that if you have existing transactions, you might need to use the Adjust feature to change the funding source recorded on these transactions.

Was this reply helpful? Yes No
Mustafa Quraitem 63 on at

Like (0)

Report

Yes,

The Customer lookup is not enabled , How can I get it enabled ?

& Regarding Transactions; I have Only Cost Transactions & No transactions related to Revenue or Invoicing were posted

Rgds

Was this reply helpful? Yes No
Suggested answer

Rahul Mohta 21,032 on at

Like (0)

Report

once funding source is selected (which is name of customer) it would auto populate customer ID

Was this reply helpful? Yes No
André Arnaud de Cal... 301,053 Super User 2025 Season 2 on at

Like (0)

Report

Hi Mustafa,

What exact security role/permissions do you have in this environment? Is a system administrator able to fill the customer field?

Note that if the cost transaction has a line property which is chargeable, then a related sales record for these costs already has the funding source field filled and requires adjustment.

Was this reply helpful? Yes No