Microsoft Dynamics AX (Archived)

Change COA at Accounting Distribution at Purchase Order Line

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Posted on by benjamin84

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Dear All,

I want to ask,

my user want to change the COA used at accounting distribution at Purchase Order Lines.

The menu is disable, is there any setting to enable those button.

do I need to do setting for priviledges/duty/roles to enable this button.

Thank you

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Answers (3)

André Arnaud de Cal... 301,053 Super User 2025 Season 2 on at

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Hi Benjamin,

What is the reason why you want to change the ledger account? Is it because of a wrong setup? If so, try to fix the setup. What is the current status of this purchase order?

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Grzegorz Skrzypczyk 225 on at

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It looks like the Add Line and Delete Line buttons are disabled on the PO. What is the status of the PO? I think you can only define the distribution until it is invoice updated - but I stand to be corrected on that one.

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Suggested answer

Andrew Xu 3,877 on at

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Hi Benjamin,

You cannot change the accounting distribution if the item on that purchase order line is a stocked item.

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benjamin84 2,075 on at

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Hi Andre,

no, its not wrong setup, its just my purchasing user wrongly choose purchase/procurement category at po line, its currently on progress of po approval.

my user don't want to recall/request change again.

my approver user want to change this by himself, so her purchasing user don't have to restart this process again.

thank you

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benjamin84 2,075 on at

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HI Grzegorz,

its currently in progress of approval/ in review.

I know everything locked if we use workflow approval.

is there any other work-around for this case ?

thank you

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benjamin84 2,075 on at

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Hi Andrew,

for non stocked item, I already checked, even its still draft , but since we use workflow approval for purchase order make the menu for new and delete at accounting distribution setted to disable.

its true that approval workflow locked data changes.

is there any other work-around for this ?

Thank you

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Verified answer

Mahmoud Hakim 17,887 on at

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you need to edit your purchase order, and complete your approvals again

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Ludwig Reinhard Microsoft Employee on at

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Hi benjamin84,

There is no shortcut available for that.

You need to 'educate' your users that they cannot simply change the accounting for their items.

As Andre mentioned, if they do not like the current accounting setup, they have to fix the setup first or setup another item/category if they want to post costs on a different account.

Best regards,

Ludwig

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benjamin84 2,075 on at

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Hi Mahmoud,

Thank you very much for your advice.

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benjamin84 2,075 on at

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Hi Ludwig,

Danke for your advice too.

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