Validate the each WBS line budget for Project

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Posted on by Nizham

We have a details WBS and each line wise budget also entered for the project. While making a PO for the project is it possible for validation budget for that line only.

For example, we have 2 lines item activity.

item	Quantity	Unit Price	Amount
Item 1	10	10	100
item 2	20	20	400
			500

while we make the PO for this project for line item 1 if the line amount is more than 100 we need budget validation

Thanks in Advance

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Project Management and Services

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Kevin Xia Microsoft Employee on at

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Validate the each WBS line budget for Project

Hi,

This may require custom development to meet your needs, and if you have a developer, you can refer to this official documentation: Validations, default values, and unmapped fields - Finance & Operations | Dynamics 365 | Microsoft Learn. This article describes how data entity values are validated, how default values can be provided, and how to use fields that are not mapped to data source values, but instead contain virtual or computed data (unmapped fields). If you don't have a developer, you can seek help from a Microsoft partner who will provide you with customized services, which can be found here: Find the right app | Microsoft AppSource.

Best regards,

Kevin