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Project set up and customer purchase order details

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Posted on by Becci

Hi.

When a project is created is there an area for that projects customer purchase order information to be recorded, against the project itself?

Scenario - a project ID has been created for a project. The client that we will be invoicing has sent us their PO with details that have to be on the invoice when it is raised and sent for payment. Can this be stored against the project anywhere.

If so, would there be anyway of tracking that PO amount and how much of it would be left, after each invoice is raised? I.e. how much of the PO has been drawn down over time.

Thank you

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AR-01121610-0 4,967 Moderator on at

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Hy Becci,

for detail of the Customer PO are some fields at the project contract funding source to enter Customer requisition and reference.

For monitoring the PO amount against your Invoice you could create a budget or a forecast to compare your invoiced amounts against the planned values.

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Ludwig Reinhard Microsoft Employee on at

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Hello Becci,

The design functionalities in standard D365FO are a bit limited in this regard.

What you can do though is making use of of the format invoice proposal functionality that you can access in the invoice proposal form under the print button.

This functionality allows you defining the lines that your invoice to the customer shall include and you can assign the different transactions to be invoiced to the lines that you create.

It is a manual process but one that should do the job.

Best regards,

Ludwig

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Becci 10 on at

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Thank you very much, that is very helpful.

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