Applies to Product - Dynamics 365 Project Operations
What’s happening?
The latest invoice proposal and invoice ID are not being populated in the Dynamics 365 Project Operations/Invoicing system for hour transactions.
The latest invoice proposal and invoice ID are not being populated in the Dynamics 365 Project Operations/Invoicing system for hour transactions.
Reason:
The wrong invoice and invoice proposal have not been persisted incorrectly on the transaction; rather, the two fields in question are displayed via a display method which attempts to fetch their value. The engineering team has confirmed that the ProjInvoiceEmplDetail records appear correct in the production environment.
The wrong invoice and invoice proposal have not been persisted incorrectly on the transaction; rather, the two fields in question are displayed via a display method which attempts to fetch their value. The engineering team has confirmed that the ProjInvoiceEmplDetail records appear correct in the production environment.
Resolution:
Execute the repair script in the production environment by running the optimization advisor rules for the unscheduled rules to detect the proforma invoice orphaned records in the production environment.
For that:
- Go to System administration > Periodic tasks > Maintain diagnostics validation rule and search the rule 'Check and cleanup Project proforma invoice orphaned records' to change the status to Active if needed and define the Run frequency.
- To trigger the evaluation of unscheduled rules, or to reevaluate periodic rules outside their predefined schedule, go to System administration > Periodic tasks > Schedule diagnostics validation rule. Then, in the Diagnostic rule validation dialog box, select an evaluation frequency. All rules that have the specified frequency will be reevaluated.
- Check rules generated from System administration> Optimization advisor workspace if the system find a project proforma invoice to clean up and then click on Take action option to fix the opportunity with the name'Project proforma invoice orphaned records clean up.'
Refer to the "Heal (Optimization Advisor)" documentation for guidance.
Execute the repair script in the production environment by running the optimization advisor rules for the unscheduled rules to detect the proforma invoice orphaned records in the production environment.
For that:
- Go to System administration > Periodic tasks > Maintain diagnostics validation rule and search the rule 'Check and cleanup Project proforma invoice orphaned records' to change the status to Active if needed and define the Run frequency.
- To trigger the evaluation of unscheduled rules, or to reevaluate periodic rules outside their predefined schedule, go to System administration > Periodic tasks > Schedule diagnostics validation rule. Then, in the Diagnostic rule validation dialog box, select an evaluation frequency. All rules that have the specified frequency will be reevaluated.
- Check rules generated from System administration> Optimization advisor workspace if the system find a project proforma invoice to clean up and then click on Take action option to fix the opportunity with the name'Project proforma invoice orphaned records clean up.'
Refer to the "Heal (Optimization Advisor)" documentation for guidance.