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Microsoft Dynamics AX (Archived)

Project closing

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Posted on by 2,218

Hi,

Is there a certain procedure or a checklist to define in D365 to close the project, other than changing the status to finished or close? Sam

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  • Samkh Profile Picture
    Samkh 2,218 on at
    RE: Project closing

    Thanks for the ideas

    Sam

  • Verified answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Project closing

    Hello Sam,

    Agree with Andre when it comes to Flow here. I actually tried creating a Flow that refers to the project stage field. Unfortunately, this is not a field that can be accessed and manipulated through Flow - at least not at the moment. If you are looking for a process where users have to work through a specific checklist first before they can close/finish a project then you need some modifications or organizational procedures outside of AX/D365FO that specify what to do and when.

    Best regards,

    Ludwig

  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,391 Super User 2024 Season 2 on at
    RE: Project closing

    Hi Sam,

    It depends what you want to achieve with Flow. Flow cannot know if you miss transactions or complete the POC for estimation.

  • Samkh Profile Picture
    Samkh 2,218 on at
    RE: Project closing

    Perhaps this is something that can be achieved using MS Flow? 

    Thanks

    Sam

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,391 Super User 2024 Season 2 on at
    RE: Project closing

    Hi Sam,

    The system has no support for a complete checklist. What you need to do or check depends on the project type. Alsways check if you have all transactions posted and remaining amounts invoiced.

    If there is an estimate project, finish complete the estimation.

    If you missed something and closed the projecr, you can easy reopen it to allow posting of late tranaactions.

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