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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Customer for Retained ...
Microsoft Dynamics AX (Archived)

Customer for Retained Amount in Project Accounting Module

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Posted on by Community Member

issues are already done invoiced before as they are all from 2014

But someone at that time deleted some payment retention terms. So even now its displaying for them on the reports and GL balances. So they want to clear those. So when they went and click the retained amount form it doesn't display so they are not able to do anything.

Data is displaying for them in Customer Payment Retention Report. So based on the Report data it should appear on Request Retained Amount form. 

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  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hello Hanuma,

    Can you share some details on the deletion mentioned? What has been deleted and why?

    Many thanks and best regards,

    Ludwig

  • Community Member Profile Picture
    Community Member on at

    Hi Ludwig,

    Thanks for quick Response,

    We have some 2014 Project transactions, in that project invoices the end user going to click on request retained amount for creating invoice proposal but they cannot see the retained amount in request for customer retained amount form...so they are not able to do that invoices, but in customer payment retention reports level we checked that project id the current customer retained payment status is "NOT REQUESTED".

    we have to request to customer retained amount invoice and change the report status to "Requested" for that we tried to reverse the project invoice though credit note and make invoice again but we are unable to getting the request retained amount based on the percentage and not effected in GL accounts too. we checked the setups like retention terms, project categories, number sequences and project contracts..

    Please suggest and help me on this and let me know if you need more info..

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi Jai Sreeram,

    If your colleagues already selected/clicked on the request for the retained amount is it then possible that you have some pending project invoices where those lines are already inclued? Can you check the pending project invoice form?

    Best regards,

    Ludwig

  • Community Member Profile Picture
    Community Member on at

    i Appreciate your fast action,

    we observed some pending transactions on pending project transactions, how we will resolve all those could you please help us.

    can i post those by on new journal to post or any other we can do?

    could you please help us.

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hello Jai,

    What kind of pending project transactions did you identify?

    Can you share a screenprint thereof?

    Best regards,

    Ludwig

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