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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Purchase expenditure a...
Microsoft Dynamics AX (Archived)

Purchase expenditure at issuance vs budget control

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Posted on by Hichem.Chekebkeb 3,371

Hi,

I have a requirement to expense admin items purchases once the items issued to a department. I managed to configure it follows :

Items receipt : Dr: Good received not invoiced Cr: Accrued purchases

Invoice booking : Reversal of the first and

Dr:Inventory Cr: Dummy balance sheet account,

Dr: Same dummy balance sheet account Cr:Vendor balance

Item issuance : Dr: Expense account + dimensions Cr: Inventory

I have put a balance sheet account in Purchase expenditure for product to avoid using the expense account as it gets nullified in each transaction.

Now my concern is: When the budget will get consumed? will setting up control at encumbrance or at invoice will work?

Regards,

Hichem

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  • Verified answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi Hichem,

    The encumbrance control will reduce the available budget at the time you confirm the PO. This might help in your case but requires the use of posting rules (committment accounting) that needs to be setup in the GL parameters.

    Best regards,

    Ludwig

  • Hichem.Chekebkeb Profile Picture
    Hichem.Chekebkeb 3,371 on at

    I believe this is through posting definitions for each step right?

  • Verified answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Yes, you would have to make use of posting definitions if you want to have an early budget reservation/reduction. Thats the issue.

    Best regards,

    Ludwig

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