Skip to main content

Notifications

Microsoft Dynamics AX (Archived)

Project - Copy Forecast Item to Ledger

Posted on by Microsoft Employee

Hi all,

I am trying to copy project forecast to ledger.

For Hours, and Expense type I have been successfully copy it to budget register.

But for Item type it cannot be copied to budget register.

After I checked the type for item ledger is "Never Ledger".

Is there anyways so I can make the amount of item forecast in the project to be able to copied to budget register?

Thanks in advances,

M.H.

*This post is locked for comments

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Project - Copy Forecast Item to Ledger

    Hi Joel,

    You are right. The item I use is non-stocked product. I gues then forecast item in project cannot use the non-stock product. Otherwise the ledger and amount won't be generated.

    But actually I need this transaction, because cost which come from PO can only be set in "Item" forecast, isn't it? And cost which come to project do not always "stocked item" for example like services, and etc.

    Is there anyway I could plan the forecast for project expenses and then use PO to record the actual cost?

    Thanks,

    M.H.

  • Verified answer
    Joel Leichty Profile Picture
    Joel Leichty 466 on at
    RE: Project - Copy Forecast Item to Ledger

    On the item's setup, is the "Non-stocked product" box checked on the Item model group? I've found this box doesn't play nice with Project budgets. Try a different item.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Community AMA December 12th

Join us as we continue to demystify the Dynamics 365 Contact Center

New! Quick response templatesâš¡

Save time with the new custom templates!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,219 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,056 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans