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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Budget encumbrance issue
Finance | Project Operations, Human Resources, ...
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Budget encumbrance issue

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Posted on by imran ul haq 3,974

Hi Friends,

We are using Ledger Budget and we have an issue on purchase order that the PO is released from the Purchase requisition and the PR status is closed. But the user delete the PO line and changed the items or add items directly on the PO, now the budget check showing red cross.

Also I  checked in the budget  details for that particular financial dimension and noticed that the amount is not relieved from pre encumbrances for the line which was deleted initially. 

Can you please advise me how I can corrector fix this budget issue.

Thanks in advance.

Regards,

Imran Ul Haq

  • Verified answer
    imran ul haq Profile Picture
    imran ul haq 3,974 on at
    RE: Budget encumbrance issue

    Hi Brad/Ludwig,

    I understand as you said, I cancel and confirm the old PO, after confirming Pre-Encumbrance removed from the budget and now I created New PR and PO.

    Thanks for your usual support.

    Regards,

    Imran Ul Haq

  • Bradley Gehrls Profile Picture
    Bradley Gehrls on at
    RE: Budget encumbrance issue

    Hello Imran,

     

    I have a couple of questions for you regarding your scenario.

     

    When you deleted the line from the PO and Re-added it, did you like that line back to the PR? 

     

    If you deleted the line and it is not linked to the PR, the Pre-Encumbrance would not be released.  When you are tracking budget, in the tables it is tracked line by line.  For the Pre-Encumbrance to be relieved the PR line would have to be attached to a PO line and this would create the relieving transaction. 

     

    The recommendation would be deleting the PO if possible and recreate it from the PR, this way all the lines that are tracked by budget would be linked to the PO, and you would see an update to the Pre-Encumbrance and Encumbrance. 

     

    If you do not need the line on the PO, but you want to remove the amount tied to the Pre-Encumbrance I would recommend to keep the line on the PO, but cancel remainder for that line and then finalize the line, this would free up the Pre-Encumbrance but also not update Encumbrance returning that amount to available budget.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Budget encumbrance issue

    Hi Imran,

    Are you operating the very latest AX2012 R3 system will all hotfixes installed?

    If you are not then have a look at LCS.

    There are a number of issues / hotfixes described there that seem to fit your specific problem.

    With the help of a developer you should be able to find out if the system behavior that you experience is related to one of those bugs / hotfixes listed on LCS.

    Best regards,

    Ludwig

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