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Suggested answer

Cannot carry forward budget

Posted on by 55

Hi guys.

I tried to to transfer purchase orders to a new fiscal year. But an infolog message : exceed budget. 

What's the problem?

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  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Cannot carry forward budget

    Hi Anna,

    Can you open a support ticket with MS?

    Looks that you stumbled over a bug in your system.

    Best regards,

    Ludwig

  • Anna Profile Picture
    Anna 55 on at
    RE: Cannot carry forward budget

    Hi Manoj.

    I'm not sure.

    I've tried to make pending invoice. I run again the purchase order year-end process. It was successfull. Accounting date on purchase order is updated to a new fiscal year. But when i check to budget control statistic, the revised budget amount is not adjusted

  • Manoj  Profile Picture
    Manoj 85 on at
    RE: Cannot carry forward budget

    Hi Anna..Is the issue resolved? Even i am facing same issue. Please let me know how it got resolved..

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Cannot carry forward budget

    Hi Anna,

    If you have sufficient spare budget then the error message must be misleading.

    It is probably related to a different issue.

    Can you please check - probably with the help of a technical colleagues - whether one of the available hotfixes that MS released applies?

    Please see:

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

    Best regards,

    Ludwig

  • Anna Profile Picture
    Anna 55 on at
    RE: Cannot carry forward budget

    Hi Ludwig,

    I don't have any other open PO.

    I've increased the budget amount. But still get the same error.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Cannot carry forward budget

    Hello Anna,

    Do you have any other open PO that might consume part of the budget?

    Can you possibly test - in a demo/test environment - if increasing the available budget amount resolves the issue? Just to find out if this is really the issue?

    Best regards,

    Ludwig

  • Anna Profile Picture
    Anna 55 on at
    RE: Cannot carry forward budget

    I think budget adjustments are created in the new fiscal year to re-establish the budget register entries that were carried forward from the previous fiscal year.  Why still exceeds budget? If i have PO amount 25000, budget in new fiscal year will be adjusted same as PO amount and budget for encumbrance will be adjusted same as PO amount

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Cannot carry forward budget

    Hi Anna,

    Seems that your PO amount exceeds your available budget. Can you ask your managers approving you a higher budget amount? Once that is done, try executing the year-end carry forward process again.

    Best regards,

    Ludwig

  • Anna Profile Picture
    Anna 55 on at
    RE: Cannot carry forward budget

    Hi Michal.

    I want to run the purchase order year-end process.

    But i'm getting error "transactions PO/01/01 exceeds the budget funds available for dimensions value XXXX" after running.

  • RE: Cannot carry forward budget

    Hello Anna,

    Could you provide more details ? Have you checked similar threads on this forum ?

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