Skip to main content
Dynamics 365 Community / Forums / Finance forum / Project Management and...
Finance forum
Suggested answer

Project Management and Accounting - Pending project transactions

editSubscribe (0) ShareShare
ReportReport
Posted on by UG Leader

Trying to close a project, but able to do so because of pending project transaction, does any one have any knowledge on how to clear these transactions down.

pastedimage1584615310441v1.png

  • SysAdminFO Profile Picture
    SysAdminFO 2 on at
    Project Management and Accounting - Pending project transactions
    We are running into the same issue. The expense report is posted and marked as Processed for Payment, I see the transaction in Posted Transaction but there are 2 related transactions that are hanging out in Pending Transactions and I'm not sure where the 550 amount is coming from. 


    If I look at the Accounting Distribution, the Current Document Accounting Status is In Process 
  • MargaretSh Profile Picture
    MargaretSh 17 on at
    Project Management and Accounting - Pending project transactions
    Hi - did you ever find a solution to this issue, as we're experiencing it also.  The expense report it relates to is processed for payment but pending transactions still showing for adjustments made prior to posting?
     
  • Project Management and Accounting - Pending project transactions
    Have you posted Expense report in Expense management?
    If the Expense report is approved and not posted, it will show as a pending project transaction.
  • Ferguson - TD Profile Picture
    Ferguson - TD 102 on at
    RE: Project Management and Accounting - Pending project transactions

    Hi, we are having this same issue and there is no option to post or delete them.   Some of these are really old as well.

    If this is due to adjustments, how do we clear them?

    pastedimage1683064333493v1.png

  • jvermette09 Profile Picture
    jvermette09 49 on at
    RE: Project Management and Accounting - Pending project transactions

    There is nothing to delete, it takes me to a posted expense report

  • Manimini Profile Picture
    Manimini 54 on at
    RE: Project Management and Accounting - Pending project transactions

    Click Edit, Click your respective line, Try to delete.

  • jvermette09 Profile Picture
    jvermette09 49 on at
    RE: Project Management and Accounting - Pending project transactions

    Hi Ludwig,

    I know this is an old post but I also know you are the pro around here and hoping you might have seen something like this since then.

    What the original poster failed to notice is that these pending transactions were actually created from an adjustment, hence why they are +/-.

    A transaction was posted and then later adjusted, so the pending amounts were the original positive entry and the negative correcting entry. There 100% is no transaction that can be posted.  I thought maybe clearing the adjustment cache would resolve it but no luck.  I am pretty confident that this is a bug but would be happy to hear any ideas you might have.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Project Management and Accounting - Pending project transactions

    Hello The Don,

    In addition to the expense journal that Christoph mentioned, check all purchase orders and expense reports that are related to this project.

    You can use the following navigation for that:

    7127.proj1.png

    1663.proj2.png

    Best regards, 

    Ludwig

  • Suggested answer
    Christoph Thaler Profile Picture
    Christoph Thaler 5,440 on at
    RE: Project Management and Accounting - Pending project transactions

    Hi The don,

    You can check Journal - Expenses and filter for unposted records. 

    6DD07F6A_2D00_F5B2_2D00_4AEF_2D00_9708_2D00_7BEC548BDCFB.jpeg

    another option may be an Intercompany transaction. Do you use Intercompany in the project area.

  • Community Member Profile Picture
    Community Member UG Leader on at
    RE: Project Management and Accounting - Pending project transactions

    Thanks, I'm not sure how to post them, or where the invoice proposal is....is this all in PMA do you have any navigation step you could provide me with?

    Any help much appreciated.

    Regards

    Don

Helpful resources

Quick Links

What Motivates a Super User?

We know many of you visit the Dynamics 365 Community and Power Platform…

Demystifying Copilot with Georg Glantschnig…

Industry experts answer burning questions directly from our amazing Community…

Setting Up Knowledge Sources for Copilot…

Look at how configuring a comprehensive knowledge base is crucial…

Leaderboard

#1
Andre Arnaud de Calavon Profile Picture

Andre Arnaud de Cal... 283,045 Super User

#2
Martin Dráb Profile Picture

Martin Dráb 222,570 Super User

#3
nmaenpaa Profile Picture

nmaenpaa 101,138

Product updates

Dynamics 365 release plans