[Zvika Rimalt]

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I don’t know what specific report you are referring to, but most project spend reports can run by either Category or by Transaction Type (“Expense”)

If you just want to track project spend against a total budget, not broken by category, could you run the report that way? it will add up all budget you recorded, no matter what category, and compare it to the total actual expenses, no matter what categories they were recorded to.

[Zvika Rimalt]

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It sounds like there is something corrupted in the environment where you are trying to create the workflow… try to call in the technical heavy weights…

Obviously the easy step is to refresh the environment with new copy of data…

[Zvika Rimalt]

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are you asking about how to use it as a user?

or are you trying to learn how to create customized templates etc.?

[Zvika Rimalt]

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For troubleshooting scenario 2, if you delete all other workflows of the same type, do you still get the error message?

If not, check the activation condition you have on the workflow configuration. (it’s on the “basic setup” section when you open the configuration using the editor)

[Zvika Rimalt]

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for scenario 1, first troubleshooting step I would do is try to import the workflow back into the environment from which you exported it, to try and rule out the workflow itself is corrupt somehow and this is not a particular environment specific issue.

[Zvika Rimalt]

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Scott – this is how the project module is designed.

If you want to use Project Budget functionality you have to post into a project.

If you post into a project, the “normal” posting profiles no longer apply but the posting profiles in the project module.

If all you need is budget functionality against certain cost accounts, you possibly can use the ledger budget functionality?

If you want to have further budget breakdown/breaking by “project” you can see if it will work for you to define an additional Financial Dimension against these accounts, call it “project” and populate it when you post into these accounts?

[Zvika Rimalt]

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Kim – I am not clear of the situation.

First – what kind of revaluation are you doing? for the GL? or for a sub-ledger (AP, AR, bank etc.)?

Also , I am trying to understand the timing – you have a transaction in November, and you are running GL revaluation for November date range, but surprised why a transaction in December is not getting revalued?

[Zvika Rimalt]

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What was the business reason to create One product as 2 product “AA” and “BB”?
Surely there was something different about them for not wanting to create a single product and 2 released products, as is done as best practice?

[Zvika Rimalt]

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I think there is an out of the box way to do that using configuration.

Pick a country you never use (say – Mauritius)

Set that country in the Address Format Setup form to not include the country.

Set up all the vendors in Question with a new address, purpose = Remit-To (this is the address that gets printed on checks), with their correct address, but country = Mauritius.

voila – That should give you what you need

PS it is a bit of a strange requirement…

[Zvika Rimalt]

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I am not sure I understand what is it that you are trying to do? maybe an example?
Are you trying to have 1 product, flagged to be made in multiple countries?

Typically, if you have manufacturing facilities in different countries, each country’s facility will be in a separate D365 company, and as such you can flag the country where inventory is made.

[Zvika Rimalt]

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There is out of the box functionality that clears open balances on AR into AP.

If you are just looking to net out vendor/customer balances that might work for you.

[Zvika Rimalt]

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Exporting workflow gives you an XML file, that’s the closest to “code” I think you can get.

Are you trying to create documentation of the workflow?