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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Importing ongoing fixe...
Finance | Project Operations, Human Resources, ...
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Importing ongoing fixed price projects to D365 PMA with previously invoiced milestones

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Posted on by hhasbini 20
When migrating ongoing fixed price projects with previously invoiced milestones. After importing the project contract, billing rules + milestones, and project beginning balances for costs and revenues.
It is unclear how to mark the previously invoiced milestones as fully invoices and avoid re-invoicing them on D365.
Is there a known approach for such migration?
Note that this is using built-in D365 PMA module and not Project Operations.
Categories:
Dynamics 365 Finance
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