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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Adjust transactions fo...
Finance | Project Operations, Human Resources, ...
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Adjust transactions for invoiced on account transaction

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Posted on by Shijith.cxg
Hi,
 
Adjust transaction button is not getting enabled for invoiced 'on account' posted project transactions.
We like to update the financial dimensions for the posted-on account transactions.
 
Please advise.
We are using time and material projects. and on account mainly used for customer advances.
 
Regards
Shijith
 
  • Shijith.cxg Profile Picture
    Shijith.cxg on at
    Adjust transactions for invoiced on account transaction
     
    For invoiced on account transactions the adjustment option not available.
    Is there anyway to enable it. We need to change dimensions.
     
    Regards
    Shijith
  • Suggested answer
    RudyZhang Profile Picture
    RudyZhang Microsoft Employee on at
    Adjust transactions for invoiced on account transaction
    Hi,
     
    As described in the official documentation, you can configure Microsoft Dynamics 365 Project Operations to enable users to change published transactions.
     
    Users can access the project adjustment functionality in several ways.

    Please refer to the official documentation at the link below.
    https://learn.microsoft.com/en-us/dynamics365/project-operations/project-accounting/project-adjustments
     
    The official documentation at the following link is related to adjusting the financial dimensions and will help you to solve your problem.
    https://learn.microsoft.com/en-us/dynamics365/project-operations/invoicing/correct-project-invoice-proposals#adjust-financial-dimensions
     
     
    I hope my answer is helpful to you! If you have any other questions, please feel free to contact me.
     
    Best Regards,
    Rudy Zhang

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