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Purchase Order not recognizing budget on project


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Purchase Order not recognizing budget on project

The account code used is included in the TRAVEL account group and TRAVEL is included in the budget.  When posting a JE, it works fine.  When an attempt is made to enter a Purchase Order, it gives error (error comes before and after Cost Code entry)

The PO  error:

The budget:

Account Group

 

Best answer by iqraharrison

@jddonnell55 hi! this is meant to be a warning that is set up on the project preferences: 

it shouldn’t prevent you from creating the transactions as it’s meant to be a warning to show users that you are going to be overbudget. 

I would double check the GL account thats referenced on the Purchase order is in the travel account group as well, I’ve seen that happen before and the system ends up creating a new line on the budget

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5 replies

Laura02
Captain II
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  • Captain II
  • 3135 replies
  • June 13, 2024

Hello,

I cannot see the Actual amounts for Travel on the project, so I can’t be 100% certain whether the Travel budget on the project has been exceeded. 

UOM may be important- the project budget UOM is different from UOM on the PO. What happens if you change the UOM on the app to ITEM?

Laura

 


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  • Author
  • Freshman II
  • 40 replies
  • June 14, 2024

Budget is fine.  I synced up the UOM on the PO and budget.  Ran the recalculate project balances. Still have the error.

 


Laura02
Captain II
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  • Captain II
  • 3135 replies
  • June 14, 2024

Hello,

Can you please supply more information - which of the four available Cost Budget Levels you are using?

For example, if Cost Budget level is Task, Item and Cost code then all 3, Task, Item and Cost Code must be the same on the Cost Budget tab of the project and the PO. 

If you find that all parts of the cost budget level match between the cost budget tab of the project and the PO… does the site have published customizations?

If the site has customizations, please rule out customizations as the cause of the problem by adding the same PO lines that match the cost budget of the project while customizations are temporarily un-published. Let us know whether the behavior is different with customizations temporarily un-published.

Also state the Acumatica version. Thank you.

Laura


iqraharrison
Captain II
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  • Captain II
  • 525 replies
  • Answer
  • June 14, 2024

@jddonnell55 hi! this is meant to be a warning that is set up on the project preferences: 

it shouldn’t prevent you from creating the transactions as it’s meant to be a warning to show users that you are going to be overbudget. 

I would double check the GL account thats referenced on the Purchase order is in the travel account group as well, I’ve seen that happen before and the system ends up creating a new line on the budget


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  • Author
  • Freshman II
  • 40 replies
  • June 14, 2024

No Published Customizations

Cost Budget Level - Task

 

Thanks.


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