Microsoft Dynamics AX (Archived)

Purchase Order Submission with budget control

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Posted on by Tanya-Be

Hi all,

We use budget control for purchase orders and work flow for purchase orders in AX 2012 R3 (R2).

In case that there is not enough budget, the system provide warning message and allow to user submit PO to WF.

Is it possible to disable PO submission if there is not enough budget??

The official sources does not provide the clear answer if you can prevent submitting WF if there is not enough budget.

They say "Budget checking is performed on all lines when the purchase order is confirmed and when the purchase order is submitted to a workflow, and then again when the purchase order is approved in a workflow."

If you use PO budget control and there is no over budget user groups, you can't confirm the PO if there is not enough budget.

Thanks for help

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Community Member on at

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may be you can think about a customization, which will add a condition to "CanSubmitToWorkflow" method in Purchase orders table which will validate the budget results. So If the budget results are negative the user won't be able to proceed with submitting to a workflow

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community 141 on at

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is there any alternative solution in standard rather than customization ??

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Mahmoud Hakim 17,887 on at

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No standard do that, you must make some customization

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Ludwig Reinhard Microsoft Employee on at

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Hi Tatyana Becker,

In the budget control configuration form there is a button 'over budget permission'.

If you simply creat a group of all users and specify 'prevent over budget processing', the AX Standard application should be able to handle your case.

Can you test this and let us know your outcome?

Best regards,

Ludwig

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edwin90 on at

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Hi Ludwig,

I still have a same problem,

I already did, Choose Prevent Over Budget Permission for All User in one group.

But still PO always Submit to WF event theres an error if the PO already over Budget.

The outcome, theres an error over budget but we can still Submit to WF, Not blocked

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