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Suggested answer

Eliminate button is grey out on Estimate form - Project management and accounting D365FO

Posted on by 972

Dear experts,

I faced an issue that: Eliminate button is grey out on Estimate form,

I already post estimate, my percent of complete is 100%

pastedimage1623394635752v1.png

WIP amount

pastedimage1623394663785v2.png

Project group = Investment

Line property = Capitalized

Thank and best regards,

Thu

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Eliminate button is grey out on Estimate form - Project management and accounting D365FO

    Good morning Thu,

    Never experienced something alike.

    Might be worth trying to get the MS support or a developer included here to ensure that the behavior you experience is not the result of a bug or incomplete system modification.

    Best regards,

    Ludwig

  • ThuNgo Profile Picture
    ThuNgo 972 on at
    RE: Eliminate button is grey out on Estimate form - Project management and accounting D365FO

    Hi Ludwig,

    I did as your suggest but after chose completion method = automatic => percent of completion cannot be edit.

    => Still cannot eliminate the project.

    Thank and best regards,

    Thu.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Eliminate button is grey out on Estimate form - Project management and accounting D365FO

    Hi Thu,

    I made a screenprint from D365FO. 

    If you run such an estimate and post it then the elimination button shall be available. 

    pest.png

    Best regards, 

    Ludwig

  • ThuNgo Profile Picture
    ThuNgo 972 on at
    RE: Eliminate button is grey out on Estimate form - Project management and accounting D365FO

    Hi Ludwig,

    Could you let me know which method of estimation set up on :"Cost template"?

    Thank and best regards,

    Thu,

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Eliminate button is grey out on Estimate form - Project management and accounting D365FO

    Hi Thu,

    Can you please try creating a new estimate with the following selection:

    dynamicsaxfico.files.wordpress.com/.../en_80_0025.png

    "Set cost to complete to zero"

    Post this new estimate and then try to eliminate it.

    Best regards,

    Ludwig

  • ThuNgo Profile Picture
    ThuNgo 972 on at
    RE: Eliminate button is grey out on Estimate form - Project management and accounting D365FO

    Hi Lugwig,

    I posted all pending transactions for this project and still not able to eliminate.

    Automatic calculation i think base on my WBS and actual cost, but it should not be the condition for me to eliminate, since there are some situations that forecast and actual cost cannot be the same.

    Thank and best regards,

    Thu

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Eliminate button is grey out on Estimate form - Project management and accounting D365FO

    OK.

    Have you selected 'set the costs to complete zero' when you created the estimate?

    The automatic calculation says 0.20 and there might be some costs pending on WIP accounts.

    Here is an example how the estimate/eliminate process should work

    dynamicsax-fico.com/.../

    Best regards,

    Ludwig

  • ThuNgo Profile Picture
    ThuNgo 972 on at
    RE: Eliminate button is grey out on Estimate form - Project management and accounting D365FO

    Hi Ludwig,

    Yes i did enter the fixed asset

    pastedimage1623406576193v1.png

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Eliminate button is grey out on Estimate form - Project management and accounting D365FO

    Hi,

    Can you please check that you selected a fixed asset, ledger account or other project in the general form of your estimate?

    If this is not the case then you cannot eliminate the project estimate.

    Best regards,

    Ludwig

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