Dynamics F/SCM Customer Experience (CRM) Dynamics GP Dynamics Business Central (NAV) Dynamics SL Power Platform Fabric Copilot

[Christopher Ho Yee]

Hi,

We’ve run into an issue whereby when creating a Intercompany Customer invoice via the Project Management and accounting module (Project Management and accounting module > Project Invoices > Intercompany project invoice), we are unable to post the Invoice once the associated invoice lines have been added to the invoice. The post button is greyed out (see Red square). Does anyone know what we may be missing that is precluding us from posting. Intercompany accounting settings have been setup. There is a relationship defined between the Interco Customer and Interco Vendor.

We have been advised that an auto approval workflow for free text invoices can be setup to move this through to a Post stage. However, this is a complicated and “clunky” process to achieve something that should be simple. Additionally, we found that if there is a mistake detected after the invoice has been Approved via the workflow, it cannot be subsequently edited for correction.

Appreciate any insights the community may have.

Cheers!

——————————
Christopher Ho Yee
Altius Consulting
Richmond BC
——————————

[Ludwig Reinhard]

Hi,
Can you check in the view distributions/view accounting forms whether some account setup might be missing?
Is only your user affected by this issue or does everybody have the same problem?
Have you compared this behavior in a different test/dev environment?
Best regards,
Ludwig

——————————
Ludwig Reinhard
Sycor
Goettingen
——————————
——————————————-

[Christopher Ho Yee]

Hi Ludwig,

Thanks for helping this newbie to Interco. projects.

The behaviour persists even if there is a complete account distribution. It is not user specific.

Unfortunately, we don’t have a Contoso environment. The only difference that I was able to detect was the presence of a A/R free text invoice workflow, but that doesn’t mean I may have missed finding the proverbial needle in the haystack.

——————————
Christopher Ho Yee
Altius Consulting
Richmond BC
——————————
——————————————-