Guidance Needed for Setting Up and Running Project Accounting in D365

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Posted on by CU17101112-0

Hello D365 Community,

I am seeking detailed guidance on configuring and running the Project Accounting module in Dynamics 365. Specifically, I would like assistance with the following aspects:

Initial Setup: What configurations and setups are required to begin using Project Accounting in D365?

Running the Process: What are the key steps involved in running the Project Accounting module? How do I efficiently manage this process in a D365 environment?

Accounting Entries: What typical accounting entries are generated throughout the project accounting cycle?

Complete Cycle: I am looking for a step-by-step guide to execute the entire project accounting cycle, from initiation to completion.

Any advice, documentation, or resources would be greatly appreciated. Thank you in advance for your help.

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Finance

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Frank Hamelly | MVP... 3,938 Super User 2024 Season 2 on at

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Guidance Needed for Setting Up and Running Project Accounting in D365

There are so many variables in setting up and using Project Management & Accounting in F&O that you might want to engage with your Microsoft Partner for training and assistance, so you can gain knowledge on the specific project types that you'll want to use.
Jonas "Jones" Melgaard 650 on at

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Guidance Needed for Setting Up and Running Project Accounting in D365

I highly recommend the series of books about project accounting published by Dr. Ludwig Reinhard.

Dynamics AX Project Accounting & Controlling (Part 1)

Dynamics 365 Project Accounting & Controlling (Part 2)