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In AX 2012 R3 sales and marketing module I can create project quotation and convert it to project and project forecast (item,fee,expense and hours). now I planning to create the quotation and project from Project service automation and integrate them to dynamics 365 fiance and operation. My question is how can take the project estimate from quotation and Why the project estimate dose not contain fee and items.
Quotes in PSA version 3 include time and expenses only.
You link the project to the quote line and use the button on quote line called Update from Project. This creates quote line details and generates the estimation.
It is explained in more details here: docs.microsoft.com/.../begin-quoting-pricing-billing.
I hope this helps.
thanks for your replay.
I Know that but I think the PSA have the same concept dynamics 365 for Finance and operation the project take the forecast from quote not the opposite.
and do you think PSA may include Fee and Item in the future to be fully integrated with dynamics 365 for Finance and operation
Ahmed Fathy, maybe this helps:
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