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Finance | Project Operations, Human Resources, ...
Answered

Link Budget Reservation with PR Purchase Requisition

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Posted on by 1

Dear D365 Professionals,

I have a question regarding Budget Reservation in the public sector.

can we link the budget reservation document, with existing PR line from the budget reservation screen 

how I can link the Budget Reservation line with a procurement category , knowing that the field is there but it is un editable 

  pastedimage1598861689829v1.png

Many thanks 

I have the same question (0)
  • Mohammed Rayyan Profile Picture
    1 on at

    pastedimage1598878154292v1.png

    I need to open this field ?!

  • Michal Krejza Profile Picture
    Microsoft Employee on at

    Hi Ryyan,

    Could you please let us know your AX version ?

  • Mohammed Rayyan Profile Picture
    1 on at

    Thanks for your reply

    10.0.12 (10.0.507.10024)

    pastedimage1599120477048v1.png

  • Verified answer
    Bradley Gehrls Profile Picture
    Microsoft Employee on at

    Hello Ryyan,

     

    I understand that you are wondering why you are not able to link a Purchase Requisition to a General Budget Reservation with Reservation Type of Purchase Requisition.  General Budget Reservations are tied to the lines of the Document that you would like to relieve the Reservation.

     

    Since you are Creating a Purchase Requisition, you would need to add the General Budget Reservation to the line of the PR in the Line Details fast tab in the Details tab and select the GBR.

     pastedimage1599234749148v1.png 

    Note that only GBRs that have a Type of Purch Req will only be available for selection on the Purch Req.

     

    Going back to your question, you will only be able to select the Purchase Requisition when the General Budget Reservation Type is Purchase Order or Vendor Invoice.  The GBR will not be affected by being assigned to the Purch Rec, that field is more of a Reference. 

    pastedimage1599234765236v2.png 

    If you have any questions please let me know.

    Brad

  • Mohammed Rayyan Profile Picture
    1 on at

    many Thanks for your answer.

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