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1,294For a service engagement, I believe it is generally common to manage the process from opportunity creation through invoicing using the following steps:
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Opportunity Card
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Sales Quote
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Sales Order → Post
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Sales Invoice → Post
For system development projects, we would like to use the Project functionality. We are currently considering the following two approaches:
Pattern A:
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Opportunity Card
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Sales Quote
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Sales Order → Post
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Create Project (Create Tasks by Month → Create Planning Lines)
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Invoice (Project Sales Invoice) → Post
Pattern B:
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Opportunity Card
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Create Project (Create Tasks by Month → Create Planning Lines)
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Quotation
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Project Quote (Preview → Download)
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Order
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There is no “Sales Order” concept within Projects.
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Should the Project Card status be used to manage the order stage?
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Invoice (Project Sales Invoice) → Post
Challenges with Pattern A
There is a disconnect between Step 3 (Sales Order) and Step 4 (Project Creation). When creating the project, the order details must be entered again, resulting in duplicate effort.
Challenges with Pattern B
If the customer does not accept the quotation, the project created in Step 2 becomes unnecessary.
In Microsoft Dynamics 365 Business Central, which of the above approaches—Pattern A or Pattern B—is considered the standard or recommended process?
I would appreciate your advice and recommendations.
Nobuhara
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