Automatic Update Policy for Project Service
The Project Service (PS) solution will enable system-driven, automatic updates, in alignment with other Microsoft announcements that have highlighted the improved update process for Dynamics 365.
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With the previous releases, PSA could allow adjustment of Time Entry hours via mere plain Journal entries. That means, if we need to adjust a couple of hours or adjust a time entry worth 4 hours, we needed to make a 4 hours journal entry, which could not be tracked against a Time entry.
With PSA V3.7 there is a Journal correction for Time Entries which can be done against a Time Entry done. How do we do it is shown in the below steps:
You will see there are 2 records that get created:
This is how we can do the adjustment of the time entry which indirectly creates a Journal entry against the time entry done.
This blog reflects my personal findings and based solely on my experience of using PSA for last 3+ years. For those who are looking for a platform that can track and manage the entire procedures of sales and project managements, I would highly recommend them to try Microsoft dynamics 365 for project service automation.
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