Closing a Project while Allowing Reception and Invoicing of associated purchase orders

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Hello,

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As part of monitoring and controlling budgets, we need to close project budgets, which means no orders should be initiated after budget closure. However, on the other side, we want to allow the receipt and accounting of orders already placed.

Does this feature exist in the system? If yes, could you please provide instructions on how to close a project in Dynamics 365 Finance & Operations while still enabling the reception and invoicing of associated purchase orders?

Thank you.

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André Arnaud de Cal... 301,148 Super User 2025 Season 2 on at

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Hi Ahlam,

You can manage with Project stages what transaction types are allowed. On the Project management parameters, you can go to the tab Project stage and manage project stage rules per stage. You can also use and configure 3 user defined stages.

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