web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Where are the fees val...
Finance | Project Operations, Human Resources, ...
Answered

Where are the fees values coming from?

(0) ShareShare
ReportReport
Posted on by Juan Simon 1,026

Project Operations Lite

Hi, when I select what to include in my Quote Line, I have the options below.

But, I am just wondering where is the value of fee coming from?

Include time: time transactions/labor costs.

Include Expense: from the project

Include Fee: ?

Include Materials: from the Project.

pastedimage1622823448662v1.png

Thank you

I have the same question (0)
  • Verified answer
    ashish12 Profile Picture
    ashish12 3,079 on at

    Hi Juan,

    Here are few points related to Fees, its more to capture external expenses.

    - Fee doesn't have a Cost Actual created with it.

    - As PSA doesn't support subcontracting, the options are to either log incurred cost as a Journal entry like Alister has considered or by using expense entries.

    above points from @Antti

    Hope this helps.

  • Juan Simon Profile Picture
    Juan Simon 1,026 on at

    Thanks for answering Ashish.

    So, the "Fee" values/amount would only pull up a Journal entry manually created, right?

    Juan Simon

  • Verified answer
    MarkB45 Profile Picture
    MarkB45 755 on at

    Hi Juan,

    Fee transactions historically have been a F&O transaction type. They are primarily used to charge additional revenue to a customer but have no underlying direct cost base. (E.g. Subscription fees, Admin charges, rent charges etc..).

    As mentioned by C365Guy only one side of the transaction is created when you add to a project being "Un-billed" sale so all the system will do is capture the revenue amounts when posting.

    KR

    Mark

  • Verified answer
    MarkB45 Profile Picture
    MarkB45 755 on at

    P.s.  The  Fee "amounts" are free text so user can enter what they want. In Standard F&O PMA you can have recurring fixed fees, not sure if that is a roadmap item for Project Operations.

  • Juan Simon Profile Picture
    Juan Simon 1,026 on at

    Thank you Mark!

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 449 Super User 2025 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 422 Most Valuable Professional

#3
BillurSamdancioglu Profile Picture

BillurSamdancioglu 239 Most Valuable Professional

Last 30 days Overall leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP

Product updates

Dynamics 365 release plans