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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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André Arnaud de Cal... 300,982 Super User 2025 Season 2 on at

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Hi Roberta22,

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

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Ludwig Reinhard Microsoft Employee on at

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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

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Junaid Idrees on at

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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?

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Roberta22 20 on at

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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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Satya Teki on at

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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

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