Suggested by Martha Padilla – New
Actual Outcome:
Currently, when a project transaction is adjusted in Dynamics 365 Finance, the vendor's name and id from the original transaction is removed—even though the original transaction included this detail. This behavior differs between expense and item transactions, and neither case retains the vendor reference post-adjustment.
Expected Outcome:
The vendor's name and id from the original transaction should persist even after adjustment. This would ensure consistency across expense and item transactions and maintain the integrity of vendor-based reporting. Ideally, the system should retain the vendor reference in both the adjusted and reversing entries or at least provide a configuration option to preserve this metadata.