Project transaction adjustment in Microsoft Dynamics 365 Finance and Operations One version

Project transaction adjustment in Microsoft Dynamics 365 Finance and Operations One version

taking an example of a simple adjustment of line property from non-billable to billable one to be able to use the transaction in project invoicing.

Business scenario: A posted project transaction is not showing up in invoice proposal as it is having invoice status = nonchargeable due to the line property used on prepayment category as NON-BILL

Solution:  When line property is billable, it would create invoice status as chargeable and would show up in invoice proposal.

Steps:

0. Note the transaction invoice status as non-chargeable

1. Select adjustment on project posted transaction screen

2. Specify which attribute needs to be adjusted, this example needs line property to billable

3. Validate the adjustment and then post

4. After adjustment posting, D365FO creates a chargeable transaction line

5. Create new invoice proposal to see the line

Happy D365FO