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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Cash Overview does not...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Cash Overview does not display all information.

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Posted on by slbsc 14
 
Hello,  
For some reason ,   In one of my legal entities, CAsh Overview does no display /Purchase Order/ data.  
Already run the cash flow forecasting,  as well as  refreshing edgerCovLiquidityMeasurement
Will really appreciate your help
 
  • Suggested answer
    slbsc Profile Picture
    slbsc 14 on at
    Just found what was going on.
    All documentation refers only to:   LedgerCOvLiquidityMeasurement  Entity
    Now you have to refresh  LedgerCovLiquidityMeasurementV2
     
     
  • Suggested answer
    Hana Xue Profile Picture
    Hana Xue Microsoft Employee on at
    Hi,
    You can check out similar questions and discussions: Dynamics Community Forum Thread Details
    And make sure to follow the steps below:
    1. Execute periodic job of cash flow forecast data.
    2. run the forecast calculation process using the Calculate cash flow forecasts function from the Cash and bank management area
    3. Configure and run the cash flow forecast, you can check it here according to the steps of the article: Cash flow forecast - Finance | Dynamics 365 | Microsoft Learn
    4. Refresh the total LedgerCovLiquidityMeasurement.
    5. In addition, you can view the following article about troubleshooting cash flow forecasting setup.
    Troubleshoot cash flow forecasting setup - Finance | Dynamics 365 | Microsoft Learn
    Best Regards,
    Hana

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