How to copy expense forecast with line = zero to Budgeting and reverse previously?

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Posted on by Izabela

Hi All,

I have an issue with Budgeting and Project forecasting.

I've created expense forecast in project and copied it to the ledger. In Budget register entry list, I can see one Line = 500USD

I would like to change one line in expense forecast from 100 USD to 0 USD. I change the amount in line and save it.
After update the line, I copy Expense Forecast to ledger once again. Parameter 'Revers previously transferd' is ON .
After all, budget entry with reverse amount is incorrect, it shows -400USD. I would like to know why it is not 500USD?

Budget entry with new amount shows +400USD an it is OK.

I work with MS D365 FO,10.0.33 version

I've noticed that line is delete from ProjTransBudgetTable, after change it to zero in project expense forecast. Enyone knows why it works like that?

That table is the basic data source to create budget registry entry and to reverse the previous one.

All tips are welcome :)

Thank you very much for help.

Iza

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vbelles 2 on at

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Hello Iza,

I am experiencing the same issue.

The expected behavior from my side (based on the name of the parameter "Reverse previously transferred") would be to be reversed the previous budgeted amount and lines and not the exactly same amount and lines as the new forecast.

I don't know if you have solved this issue or at least receive any information from Microsoft.

Best regards!

Víctor

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