D365 F&O | Budget committed twice when releasing PR to PO.

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Posted on by PT-01100339-0

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Dear Experts,

I have a problem when doing the PR-PO process for project procurement, where the project budget seems to be committed twice when I release approved PR to PO.

Case:
PR creation:

You create a PR for 1.7M worth of Big Tree.
PR is approved → 1.7M is committed to the budget.

PR Release to PO:

Vendor is selected during release.
System generates conflicting messages:
PO created.
- PO creation cancelled due to errors.
- Budget not adjusted correctly.
- Budget exceeded by 400K → implies 3.4M committed, which is double the PR amount.

PO Processing:

PO is approved and confirmed.
Budget control check passes.
Product receipt and invoice are posted.
Budget status shows committed amount is now consumed.

Please help me with this case. Although the PO is proceeded as usual, but it may confuse users with these messages.

Thanks in advance.

Regards,

Categories:

Dynamics 365 Supply Chain Management

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CA Neeraj Kumar 796 on at

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D365F&O | BUDGET COMMITTED TWICE WHEN RELEASING PR TO PO.

Hi @PT-01100339-0,

Please check the below parameters is enabled or not?

It is suggested to check the budget during the document line save.

To enable the same, the following parameter should be enabled.

Turn on PMA parameters -> Cost Control -> "Check budget on document line save".

This performs budget control when each line of the transaction is saved, instead of when the transaction is submitted to the workflow. Hence it considers the PR committed cost amount already and reduced that from PO while performing budget check.

I have taken the reference from issues library of LCS:

Please test the same and let us know the result.

Regards,

Neeraj Kumar

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