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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Migrating Fixed Price ...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Migrating Fixed Price Projects to D365FO

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Posted on by Elie G. Karam 36
I need to migrate an active fixed-price project into D365FO and i have already defined all the associated milestones. 
the first milestone was invoiced outside the ERP.... How can i set this milestone as "fully invoice" inside D365FO to reflect the actual status so that will not appear in the invoice proposal!!
 
I really appreciate your help!
 
Screenshot 2025-12-04 122156.png
Categories:
Dynamics 365 Project Operations
I have the same question (0)
  • H.M.Burhan Profile Picture
    H.M.Burhan 390 Super User 2026 Season 1 on at
    Hi,
     
    You can use the Beginning balances journal.

    Further details are available in the Microsoft documentation.
     
     
     
    Cheers,
    Burhan
  • Elie G. Karam Profile Picture
    Elie G. Karam 36 on at
    Thank you for sharing screenshots!, can you please send a screenshot of "Fully Invoiced" milestone using your method?
  • Suggested answer
    H.M.Burhan Profile Picture
    H.M.Burhan 390 Super User 2026 Season 1 on at
    Hi,

    Here it goes:

    Since this invoice has already been processed in the legacy system, you don’t need to define it in the billing rules. Simply record the invoice through the Beginning balances journal.
     
     
    Cheers,
    Burhan

    Note: Please mark both responses as the verified answers. This will help other community members who have the same question.
     
  • Elie G. Karam Profile Picture
    Elie G. Karam 36 on at
    Thank you!
    What about the contract Value?
    i am looking for 1 standard approach to check the contract value of each project, kindly check the screenshot attached
    Screenshot 2025-12-04 180445.png
  • Suggested answer
    Gaurangkumar Jani Profile Picture
    Gaurangkumar Jani 4,554 User Group Leader on at

    Hi Elie,

    If you need the contract value for revenue recognition, it is derived from the project’s account transactions. The milestone that has already been billed will appear as Fully invoiced, while the remaining milestones will show as Chargeable. Together, these values form the total contract value used in the revenue recognition process.

    Thanks,
    CA Gaurangkumar Jani

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