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Eliminate estimate project

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Posted on by Roberta22

Hi, i'm trying to eliminate an estimate project by the periodic Eliminate estimate function in project management and accounting module. However, when i run the function, the system does not eliminate the estimate project i specified in the parameters. The contract has been invoiced for the whole amount and the last estimate has been created so that the %completed is 100%. There are no committed cost.

Am i missing any setup? How can i eliminate the estimate project?

I need to see the effect of elimination since it is a FP project and revenues have been accrued on the project.

Many thanks,

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Satya Teki on at

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RE: Eliminate estimate project

Hi ,

Thanks for your questions.

Few things to check

Are there any open costs

Are there any On-account transactions which are not invoiced ?

Are there any pending transactions ?

Regards,

Satya Teki
Roberta22 20 on at

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RE: Eliminate estimate project

Hi Andrè, Ludwig and Junaid,

yes, i've checked wether there were remaining amounts into the forecasts and 0 quantities/amount are shown. I am eliminating to Ledger accounts.

These are the estimates i've posted

Do you refer to this when asking for any remaining quantity/amount? Cause in case both are set to 0

When running the function i've not enabled "Eliminate with WIP warning" cause i'am not allowed to do so, the checkbox is gray-out (i guess this is due to setup in the module parameters, am i wrong?".

By the way, if this can help, even when running the "Ready for elimination" report, nothing is shown.

Many thanks,

Roberta
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Junaid Idrees on at

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RE: Eliminate estimate project

Hi Roberta,

On eliminate estimate screen, did you enabled "Eliminate with WIP warning" & "Show infolog" options? Please do that and system will give you atleast notification if there is any non estimated transaction exist. Can you also share the screenshot of Estimate 》 Overview and General Tab

One more thing, Are you eliminating to Ledger account or Fixed Asset?
Ludwig Reinhard Microsoft Employee on at

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RE: Eliminate estimate project

Hello Roberta22,

Can you share the steps that you executed and some supporting screenprints that shows the estimate project for the project?

Many thanks,

Ludwig
André Arnaud de Cal... 294,424 Super User 2025 Season 1 on at

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RE: Eliminate estimate project

Hi Roberta22,

Have you checked if there are no remaining amounts and also no remaining quantities in the forecast?