Budget control re-triggered at PO creation from PR, despite prior budget approval and allocation

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Posted on by Maryem Ayouni

Hello community !

Description:

We are facing a scenario where budget control is enabled across the full procurement process — from Purchase Requisition (PR) to Vendor Invoice.

In one particular case, a PR exceeded the available budget. A budget approval request was submitted and subsequently approved. Then, additional budget was allocated, and the PR was successfully approved.

However, after a significant delay, when converting this PR into a Purchase Order (PO), we encountered a new budget control blockage.

Question:

How can we allocate and reserve budget at the PR level and have that same budget commitment carried forward to the related PO, in order to avoid repeated budget blockages for the same transaction?

Any best practices or setup recommendations to maintain the initial budget commitment from PR to PO would be appreciated.

Categories:

Dynamics 365 Finance

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Abhilash Warrier 506 on at

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Budget control re-triggered at PO creation from PR, despite prior budget approval and allocation

Hi Maryem,

Have you tried the below options?

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