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Project Allocation through vendor invoice journal

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Posted on by Wyman

We want to add a project allocation to vendor invoices for a specific project category. This would be a set % or amount based on the total invoice line. It would post the additional cost to the project and offset a recovery account. This value would not be paid to the vendor. Is this possible?

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Dynamics 365 Finance

Dynamics 365 Project Operations

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Adis 5,724 Super User 2025 Season 2 on at

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Project Allocation through vendor invoice journal

Hello,

If I understand your requirement correctly, you are looking for the vendor retention feature, i.e. withholding a certain % of the vendor payment in case the vendor doesnt fulfill its contract 100%.

Set up vendor retention | Microsoft Learn

Create and apply vendor payment retention terms | Microsoft Learn

Kind regards, Adis

If this helped, please mark it as "Verified" for others facing the same issue

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Wyman 95 on at

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Project Allocation through vendor invoice journal

No, we are looking to "add" cost. It would be similar to project allocations/recoveries. We are trying to move the cost of a contractor using our equipment to the project level from overhead.

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