Invoicing customer different that project contract on a time and material project in Microsoft Dynamics 365 Finance and Operations
Wondering how to invoice a customer different that project contract using sales orders linked to a time and material project?
Well there are a couple of options:
- Create a sub project and use a new project contract and then create SO on sub project and then invoice using project
- Add customer temporarily on project contract, create SO and then after shipping the SO, remove the temporary customer from project contract and then create invoice proposal
- Ensure to run a flag in project accounting and management parameters to allow project invoicing for customers other than one on project.
- Temporarily update project contract with new customer, create SO and shipped SO and then update back the old customer on project contract to ensure billing is to correct customer.
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