Skip to main content

Notifications

Announcements

No record found.

Project Operations forum
Answered

One Project for every Order Line?

Posted on by 996

PO Lite

I want to confirm that I need a different Project for every Order Line in the contract?

Otherwise I get this error below:

pastedimage1621278053029v1.png

Thank you,

JS

Categories:
  • Juan Simon Profile Picture
    Juan Simon 996 on at
    RE: One Project for every Order Line?

    Mark,

    Thank you for answering the questions.

    That helps.

  • Verified answer
    MarkB45 Profile Picture
    MarkB45 755 on at
    RE: One Project for every Order Line?

    Hi Juan,

    Currently I believe you can get one invoice per contract but you have the option to edit it before posting so you can, in effect, post one invoice for T&M projects and one for Fixed Price by removing one of the lines.

    KR

    Mark

  • Juan Simon Profile Picture
    Juan Simon 996 on at
    RE: One Project for every Order Line?

    I see.

    My follow up question is in this case is, do we get an Invoice per "line" of the contract (one for T&M, Fixed and Product) or just a consolidated one with the total at the end?

    In the "lite" version can I choose either option or I just get one of above OOB?

    Thank you

  • Verified answer
    MarkB45 Profile Picture
    MarkB45 755 on at
    RE: One Project for every Order Line?

    Hi Juan,

    Yes this is correct, each project contract line is of a project billing type (Time & Material/ Fixed Price) and has to have a unique Project Id associated to it.

    You can then add further transaction lines under the "contract line details" section but these would follow the contract line billing methodology.

Helpful resources

Quick Links

Replay now available! Dynamics 365 Community Call (CRM Edition)

Catch up on the first D365 Community Call held on 7/10

Community Spotlight of the Month

Kudos to Saurav Dhyani!

Congratulations to the June Top 10 community leaders!

These stars go above and beyond . . .

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 288,420 Super User

#2
Martin Dráb Profile Picture

Martin Dráb 225,672 Super User

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans