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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / when trying to post in...
Microsoft Dynamics AX (Archived)

when trying to post invoice, error message cost budget exceeded. When trying to post, the PO has a warning symbol and errors?

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Posted on by Community Member

Hi there,

Can anyone help?

When trying to post an invoice it errors "The entry for category ... on project ... caused the cost budget to be exceeded by ... This transaction did not affect the budget for project ... because the original transaction was not subject to project budget"

The PO has a warning on and when submitted to workflow it errors and wont post.

Any ideas?

Thanks

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I have the same question (0)
  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi Carriepolin,

    Have you setup and activated the budget control configuration in the budgeting module?

    Have you setup the project management or project specific budget control parameters in a way that over budget transactions are not allowed?

    Ludwig

  • Community Member Profile Picture
    Community Member on at

    Hi Ludwig,

    Thank you for your reply.

    In the project in PM&A  under the 'budget and forecast' tab the 'use budget control' tab is ticked and is set to 'warn of overruns.

    I haven't activated or configured anything in the budgeting module.. can you help?

    Thanks

    Carrie

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi Carrie,

    I had a look at the code part that triggers the message you get and this one should actually not stop your workflow.

    You mention something about a PO and a workflow.

    So, the workflow you refer to is the one that can be found in the AP module, right?

    Have you made any adjustments/modifications to this workflow?

    Can you check whether everything works ok if you deactivate the warning parameter and set it to none?

    Please also check the general parameter setting in the project parameters form to ensure that this is setup in the same way.

    Would be great if you could test and update us.

    Many thanks,

    Ludwig

  • Community Member Profile Picture
    Community Member on at

    Hi Ludwig,

    Thank you for your response.

    We basically need to post an invoice through the AP  module however on the purchase order line there is an error sign in the 'budget check results' - displays the budget check results for the budget source - column and it will not let us post. In the Project module, the parameter is set to warning.

    Any ideas?

    Thanks

    Carrie

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi Carrie,

    Can you verify that no budget group overrides have been defined?

    (=> please check for your project under the budget&forecast tab -Settings button)

    If this is not the case, can you test in a demo environment whether setting the budget control parameter to 'allow overruns' is able to get rid of the error?

    If nothing helps, would it be possible that you share the message you get and the project setup made?

    Best regards,

    Ludwig

  • Community Member Profile Picture
    Community Member on at

    Hi Ludwig,

    Thanks for your time. We are now getting a different error message - "Stopped (error): The state of the source document or source document line could not be updated. One or more accounting distribution is missing a ledger account or contains a ledger account that is not valid.  Use the Accounting distribution form or the Posting profile to update the ledger account. This transaction did not affect the budget for project ... because the original transaction was not subject to project budgetary control"

    Any ideas? :)

    Thanks

    Carrie

  • Community Member Profile Picture
    Community Member on at

    Hi Ludwig,

    Thanks for your time. We are now getting a different error message - "Stopped (error): The state of the source document or source document line could not be updated. One or more accounting distribution is missing a ledger account or contains a ledger account that is not valid.  Use the Accounting distribution form or the Posting profile to update the ledger account. This transaction did not affect the budget for project ... because the original transaction was not subject to project budgetary control"

    Any ideas? :)

    Thanks

    Carrie

  • Community Member Profile Picture
    Community Member on at

    Also, we have set parameter to allow overruns too

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hello Carrie,

    It seems that some accounting setups are missing.

    Can you verify whether all accounts have been setup in the inventory module under posting-posting for the purchase of materials?

    At what stage do you get the error message?

    When you try to post the product receipt or the invoice?

    If you select the PO line and then open financials-distribute amounts, can you see whether some accounts are missing?

    Ludwig

  • Community Member Profile Picture
    Community Member on at

    Hi

    I am having the same issue - did you ever figure out why?

    Thanks

    Jenny

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