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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 26
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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  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 303,667 Super User 2026 Season 1 on at
    Hi hhasbini,

    I haven't seen a scenario myself where opening balances were used including the milestones on billing rules. Would it be possible to not convert the milestones that are invoiced already? 

    If not, you can check if you can use the data entity Project Operations Integration contract line milestones. Else you might need a custom script for updating the milestone status. 
  • CU07110610-0 Profile Picture
    CU07110610-0 2 on at
    There's a known approach for migrating fixed-price projects with previously invoiced milestones in the built-in D365 Project Management and Accounting (PMA) module. After importing the project contract, billing rules, and milestones, the key is to import the invoiced amounts against the specific milestones in the project's revenue recognition or billing history tables, effectively linking the imported milestone to its prior invoice amount. For milestones that are fully invoiced, you would import a billing history record showing the full milestone value as invoiced, which prevents the system from proposing them for re-invoicing when generating a new customer invoice proposal. This often involves KaiserMemberServices using a data entity or data migration tool to populate the relevant tables, such as the ProjFundingLimit or related invoicing history records, to reflect the actual billed status outside of the standard invoice proposal process.

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