Applies to Product - Dynamics 365 Project Operations
What’s happening?
The project sales estimates are incorrect for nonbillable tasks. If a task is linked to a contract line as nonbillable, a sales estimate is still created. Additionally, when a task is linked to a contract line that does not include time, a sales estimate is still generated.
The project sales estimates are incorrect for nonbillable tasks. If a task is linked to a contract line as nonbillable, a sales estimate is still created. Additionally, when a task is linked to a contract line that does not include time, a sales estimate is still generated.
Reason:
The billing type for estimates is defaulted based on a hierarchy that includes chargeable tasks, roles, and categories. If a task is marked as nonchargeable, it should not generate a sales estimate. However, the system currently does not update the billing type on estimate lines when related quote or contract lines are updated, leading to incorrect sales estimates.
The billing type for estimates is defaulted based on a hierarchy that includes chargeable tasks, roles, and categories. If a task is marked as nonchargeable, it should not generate a sales estimate. However, the system currently does not update the billing type on estimate lines when related quote or contract lines are updated, leading to incorrect sales estimates.
Resolution:
Perform the "Recalculate" action on the underlying quote or contract. This will ensure that the line details reflect the proper billing type.
Perform the "Recalculate" action on the underlying quote or contract. This will ensure that the line details reflect the proper billing type.