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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We found an issue where users are creating a record in the contractlinescheduleofvalue.
They then use this to create an invoice.
But then something happens and they do not post the invoice for several months.
So I have been asked that when an invoice is paid I go and check the date of the contractlinescheduleofvalue is within the same month as the invoice.
So far I have not been able to figure out the relationship coming from the invoice.
I am using kingswaysoft to do this update.
Can anyone help me out.
I am assuming I must be missing a table.
You can create a plugin that throws an exception when the criteria are not met
Perhaps going forward but right now I have to correct all the mismatched data.
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