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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / override closing proje...
Microsoft Dynamics GP (Archived)

override closing project checklist in project accounting

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Posted on by MUHANNAD MOH'D NABI... 310

is there a way to override the checklist of closing project accounting? the problem is that the wip accounts wont be closed unless the project is closed, the project wont be closed unless the all the items in check list are met. my problem is with the payment part. the project should be fully paid. is there a way to override this check. i need to close the project without being paid.

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  • Irfan Rasheed Profile Picture
    Irfan Rasheed 550 on at

    You cannot override option of project closing checklist. You must have to complete all actions prior to project closing.

    If there are any doubtful payments against some project. Enter Credit Memo for that customer and apply them against project billings.

    Now you shall be able to close project.

    Regards.

  • Maureen Wood Profile Picture
    Maureen Wood 5 on at

    How do I find out what needs to be done to complete the project closing checklist?

  • Suggested answer
    Irfan.Rasheed Profile Picture
    Irfan.Rasheed 717 on at

    First you need to change status of Contract/ Project to Complete, then go to this path

    Transaction >> Project >> Project Closing Window

    Enter Contract ID and you will find list of completed projects under that project.

    Select the project ID you need to close and click on expansion Button. It shall open Checklist window and intimate which items need to resolve before Closing a project.

    You can also refer below Microsoft's knowledge base for closing project.

    support.microsoft.com/.../940833

  • Verified answer
    Reuben Cook Profile Picture
    Reuben Cook 100 on at

    You can override for Time and Materials projects.  You cannot for Fixed Price projects.

    To override T&M projects, go to Project > Setup > Project. Then check the box that says "Allow Proj Closing checklist override for TM proj".

    The checklist is difficult, but as long as you run a billing transaction on everything, run revenue recognition, and apply a payment to the invoice, you are usually okay.

    If you do not post the invoice to the Receivables module, you can avoid the requirement to apply the payment.  If you have already posted, you can:

    You don't have to apply payment to the invoice. You only have to fully apply it.  So you can issue a credit memo or write off the balance and Project accounting will accept that.

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