Dynamics 365 Project Management – Solution

We recently had a customer that was having issues converting a Sales Order into a Purchase order in the Dynamics 365 Project Management module. During the conversion the unit price on the Sales Order was changing to an incorrect unit price. Needless to say, the client spent days scratching his noodle and banging his head on the keyboard trying to figure out why! The good news, there is an easy setting change to stop this from occurring!

Recreating the issue in Dynamics 365 Project Management

  • Create a basic project.
  • Create a Sales order from the project.
    • Add a product: I chose Big Bad MEGA Widget with the QTY of 10 and the Unit price of $50 dollarinos. (No need to set a currency conversion as 1 dollarino always equals 1 US Dollar.)
    • Also, on the Product tab in the Line details fast tab, add a Site, Warehouse and Location.
  • Create a PO from the SO.
    • Note that the PO quantity is being converted based on the UOM conversions you have set-up for this item.
  • NOTE: In Blue I noticed that the PO was not creating a full amount needed to fulfill the SO.
    • For example, ordering 10 FT2 on the SO was translating to 5 PCS on the PO. The conversion currently in place came out to 9.79 FT2.
      • The conversion was rounding to the nearest. I switched it to round UP.
        • The result on the PO if you run the same order, is 6 PCS needed to fulfill.
  • Once the PO is created, the unit price on the Sales order line changes from 50 to 25.54.

Fixing the issue in D365 Project Management

If you turn on the Do Not Sync PO/SO trigger (set it to YES) in the Project management and accounting parameters, the values on the SO do not change.

This information was delivered just in time to the client who was just on his way to buy some more noodles for scratching. It was tested with and without the parameter checked in his environment, his project use was made happier. If you have seen a similar issue, this little fix might just help you out.

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