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Adjust transactions for invoiced on account transaction

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Posted on by Shijith.cxg

52

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

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Project Accounting and postings

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Shijith.cxg 52 on at

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Adjust transactions for invoiced on account transaction

Hi RudyZhang,

For invoiced on account transactions the adjustment option not available.

Is there anyway to enable it. We need to change dimensions.

Regards

Shijith
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RudyZhang Microsoft Employee on at

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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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