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Purchase Orders generated from Project Management and Accounting are allowed even if budget hasn't been approved

  • 1.  Purchase Orders generated from Project Management and Accounting are allowed even if budget hasn't been approved

    Posted Sep 12, 2019 03:30 PM
    We recently upgraded to D365 F&O v10 from v7.3

    It seems like in v7.3, when a user tried to generate a Purchase Order against a project in Project Management and Accounting, if the related budget hadn't completed the budget approval workflow (or the revised budget approval workflow), the user was unable to relate a PO line to an activity.

    We recently found that users are now able to issue PO's against a project where the budget hasn't completed the approval workflow.  I've tried looking through the "What's new in version.." documents, both version and platform updates and can't seem to find a reference to this functionality changing.

    Is there a setup I'm missing?  Has anyone else experienced this and if so, how did you resolve it?  We'd like to prevent PO's from being issued until the Project budget is approved.

    Thanks.

    Patrick

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    Patrick Perlas
    Business Systems Architect
    Amy's Kitchen
    Petaluma CA
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    Conference-AXUG_200x200


  • 2.  RE: Purchase Orders generated from Project Management and Accounting are allowed even if budget hasn't been approved

    GOLD CONTRIBUTOR
    Posted Sep 12, 2019 07:46 PM
    Patrick,

    I've noticed a variety of workflow related issues with POs between v8 and v10. I would recommend opening a case with Microsoft. That is the route I have had to take for the majority of my workflow issues, with some turning out to be actual bugs that were addressed in the latest updates.

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    Ian Gorman, PMP, MCSE
    Consultant
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    Conference-AXUG_200x200


  • 3.  RE: Purchase Orders generated from Project Management and Accounting are allowed even if budget hasn't been approved

    Posted Sep 17, 2019 06:53 PM
    Hi Ian,

    Thanks for your reply.  I will most likely log a ticket with Microsoft as it does feel like a bug.

    Regards,

    Patrick

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    Patrick Perlas
    Business Systems Architect
    Amy's Kitchen
    Petaluma CA
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    Conference-AXUG_200x200


  • 4.  RE: Purchase Orders generated from Project Management and Accounting are allowed even if budget hasn't been approved

    GOLD CONTRIBUTOR
    Posted Sep 13, 2019 03:26 PM
    Hello Patrick,
    As a starting point, do you have the "check budget on document line save" parameter enabled under Project Mgmt and Accounting Parameters > Cost Control > Budget Control menu path?

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    Jack Moran
    Director of Industry Solutions
    Columbus
    Greenfield NH
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    Conference-AXUG_200x200


  • 5.  RE: Purchase Orders generated from Project Management and Accounting are allowed even if budget hasn't been approved

    Posted Sep 17, 2019 06:52 PM
    Thanks for the reply Jack.

    Yes, I have that setting enabled.  It used to work in v7.3 which we upgraded from.


    ------------------------------
    Patrick Perlas
    Business Systems Architect
    Amy's Kitchen
    Petaluma CA
    ------------------------------

    Conference-AXUG_200x200


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