PO in project accounting with failed budget check results

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Posted on by marypeace

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Hi,

I created a PO in project accounting with failed budget check results but I was able to receive and post invoices for the PO.

Is it really the behavior of the system that even if the budget check results is failed, you can proceed in invoicing the PO?

My setup under Budget and forecast fast tab in project is to disallow overruns as per screenshot below.

Are there another setup in order not to proceed in PO invoicing if failed budget check results?

I'm using AX2012 R3 with kernel and application version 6.3.5000.138.

I'm not using budget control in GL.

Thanks.

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marypeace 520 on at

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Budget check results in PO

Hi,

I created a PO in Project accounting and the budget check results has no green or red mark as per below screenshot.

My setup is to Check budget on document line save in Project accounting parameters.

I'm not using budget control in GL, only the budget control in Project accounting.

I'm using AX2012 R3 with application and kernel version 6.3.5000.138.

Pls help.

Thanks.

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Ludwig Reinhard Microsoft Employee on at

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RE: PO in project accounting with failed budget check results

Hello marypeace,

How did you identify that there was a budget overrun?

Did you see a red checkmark in your PO with a respective error message or how did you identify that?

Have you defined a user group overrun permission?

Best regards,

Ludwig

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Ludwig Reinhard Microsoft Employee on at

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RE: PO in project accounting with failed budget check results

Just noticed this second post and joined it.

Can you provide some additional information on the item and how the project item posting is setup?

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marypeace 520 on at

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RE: PO in project accounting with failed budget check results

Hi Ludwig,

For failed budget check results, I check the project budget and found out that the activity and category that I used has no project budget setup under Project budget.

I have user group setup that disallow overruns.

The item is setup as a service type item but stocked product.

The posting account for inventory receipt is charged to an expense account.

Do you need other information?

Thanks.

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Ludwig Reinhard Microsoft Employee on at

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RE: PO in project accounting with failed budget check results

Hi marypeace,

Is the PO amount within the total project budget irrespective of the category/activity?

is the project budget approved and active?

Best regards,

Ludwig

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marypeace 520 on at

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RE: PO in project accounting with failed budget check results

Hi Ludwig,

Just want to ask, what is the standard behavior of the system if budget check result is failed in PO?

Will it still continue to process PO receiving and PO invoicing using project budget control only without GL budget control?

Thanks.

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Ludwig Reinhard Microsoft Employee on at

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RE: PO in project accounting with failed budget check results

Hello marypeace,

In your first screenprint you specified 'total budget' as the budget control interval.

If you purchase something that does not exceed the total budget specified then there should be no warning/stop or error.

Best regards,

Ludwig

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marypeace 520 on at

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RE: PO in project accounting with failed budget check results

Hi Ludwig,

If I purchase something that does not exceed the budget , it should have green check mark in the budget check results in PO, right?

In my example, there is no project budget and therefore it has a red mark in budget check result but I can still receive and invoice the PO. Is this the standard behavior of the system whether it has a green or red mark in budget check results, you can proceed in processing the PO? What is the purpose of budget overrun default?

Thanks.

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marypeace 520 on at

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RE: PO in project accounting with failed budget check results

Hi Ludwig,

Pls find attached screenshot .

There is no project budget but I was able to received the PO.

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Ludwig Reinhard Microsoft Employee on at

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RE: PO in project accounting with failed budget check results

Hi marypeace,

So, actually you got an error but AX did not stop you from processing the PO further.

This seems to be a bug.

I directly checked LCS for such a bug and was hoping to find a hotfix but I have not been able to find one.

Can you please double check that I did not overlook something

fix.lcs.dynamics.com/.../Results

If you cannot find something as well, I would recommend that you either talk with a developer who can help you debugging and fixing this issue and/or that you contact the MS support to report this.

Many thanks.

Best regards,

Ludwig

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