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Unable to invoice PO in Project

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Posted on by 30

Hi

While Creating the PO after defining the project budget, I am Facing the issue of  Project Budget. Currently using Dynamics 365 Finance Operations (Current Version 10.0.31)

pastedimage1684222537902v1.png_2D00_640x480.png

pastedimage1684222672555v2.png

Best Regards,

Suraj

  • Suraj Pathak Profile Picture
    Suraj Pathak 30 on at
    RE: Unable to invoice PO in Project

    and, these are the project budget balance - remaining Budget showing blank

    pastedimage1684344770527v1.png

  • Suraj Pathak Profile Picture
    Suraj Pathak 30 on at
    RE: Unable to invoice PO in Project

    Hi Gaurangkumar Jani,

    1) These are the project budget form.

    pastedimage1684342291423v1.png

    2)  These are the PO lines and i have taken same category as defined in budget form

    pastedimage1684342730815v2.png

    pastedimage1684342872898v3.png

    Project Budget Status of PO line

    pastedimage1684343164965v4.png

    budget Status of Electrical works same as Concrete works. and at the time of posting the invoice.

    pastedimage1684343770724v5.png

    3) Budget Control Parameters

    pastedimage1684343885779v6.png

    sir, I have already selected Total budget in budget control interval.

  • Suggested answer
    Charlotte X Profile Picture
    Charlotte X on at
    RE: Unable to invoice PO in Project

    Can you check is project budget control activated on project form?

    If yes, did you updated project budget?

    If I’m not wrong this error is due to cost control of project budget.

    Suggestions:

    1. Revise budget and try

    2. Take administrative / pm right and either deactivate budget control or allow override with warning.

  • Suggested answer
    Gaurangkumar Jani Profile Picture
    Gaurangkumar Jani 4,511 User Group Leader on at
    RE: Unable to invoice PO in Project

    HI Suraj Pathak 

    Can you share the following details?

    1. Project Budget Form showing Categories, Activities and Values

    2. PO / PR Line Showing Error with Category and Activity on Line level

    3. Budget Control Configuration on Project Level

    If your budget control on Project for Budget Control Interval is other than "Total Budget"I would suggest updating it to "Total Budget"and Try again.

    pastedimage1684302235089v1.png

    Please let us know if this helps.

    Thanks,

  • Suraj Pathak Profile Picture
    Suraj Pathak 30 on at
    RE: Unable to invoice PO in Project

    pastedimage1684300632487v1.png

    Hi Charlotte Xu,

    This is the screenshot which you are asking and I am using On-Premises software of D365 F&O

  • Charlotte X Profile Picture
    Charlotte X on at
    RE: Unable to invoice PO in Project

    Hi Suraj,

    Your first screenshot is a bit blurry, I can't see the error it shows, if it's convenient for you, can you provide a clearer screenshot?

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