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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Budget Check in Purcha...
Microsoft Dynamics AX (Archived)

Budget Check in Purchase Order with Prepayment

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Posted on by Febriani Vira 165

Dear All,

I have a case in Purchase Order. here the explanation:

I create a PO and create the prepayment, posting prepayment invoice, and make a payment of prepayment invoice at January 22th. The Invoice come at March 1st (where the January already changed to on hold status in the ledger calendar). Then when I confirm the PO there is a error shown "a budget check cannot be performed. The fiscal period with the accounting date is not in an open period fiscal calendar period"

I try to check the delivery date, it still shows January 22th then I try to change it to March 1st and I confirm the PO the error still appear. 

I try to check the accounting distribution and I found the field " Accounting date" but it grayed out. 

is it possible to change the accounting date in the PO? if possible, where the menu/feature to change it?

or

what should I do to solve this problem or any suggestion in workaround?

Thanks in advance

*This post is locked for comments

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Budget Check in Purchase Order with Prepayment

    Hi,

    I don't know if things have been fixed in R3 CU9. Probably check with a developer. If the issue still exists in your system then open a case with MS.

    Best regards

    Ludwig

  • Febriani Vira Profile Picture
    Febriani Vira 165 on at
    RE: Budget Check in Purchase Order with Prepayment

    Hi,

    I already try the link that you gave. I found the hotfix number but, I see the Product and Version: AX 2012 R2 (version that I use is AX 2012 R3 CU 9) and I didn't see the download button

    Thanks for help

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Budget Check in Purchase Order with Prepayment

    Hi,

    Try this link and change the search term

    https://fix.lcs.dynamics.com/Issue/Results?q=customer+payment&v=16_15_7_5_4_3_1&i=2_1_3_4&ct=1_3_5_4_2_6&ft=1_2_3&cu=&pi=&pm=&pc=&x=0&y=0

    (requires login)

    Best regards,

    Ludwig

  • Febriani Vira Profile Picture
    Febriani Vira 165 on at
    RE: Budget Check in Purchase Order with Prepayment

    Hi Ludwig,

    thanks for your fast response,

    may I know in which CU version that contain the both hotfix number as you mention before (Issue 3806624 & 3599743)?

    I try to search that number but I can't find

    thanks for help

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Budget Check in Purchase Order with Prepayment

    Hi Febriani,

    Can you check the following hotfixes on LCS and whether they apply to your issue?

    Issue 3806624Budget check cannot be performed – error: A budget check cannot be performed. The fiscal period with the accounting date is not in an open fiscal calendar period

    Issue 3599743"A budget check cannot be performed. The fiscal period with the accounting date is not in an open fiscal calendar period" error when trying to confirm a purchase order if budget control is turn on

    Best regards,

    Ludwig

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