Invoicing customer different that project contract on a time and material project in Microsoft Dynamics 365 Finance and Operations

Rahul Mohta

21,014

Like ( 0 )

Report

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.