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A couple of questions about project management module D365

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Posted on by RadekM

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Hello,

I have some questions about how the project management module is working.

Actually mostly i would like to know how the data is passed there and what parameters should I use to pass some data.

So going on it.... ( and please don't be angry that I post multiple questions in this thread)

Most of all im interested in projinvoicejour table.

Im looking for 'Customer requisition' this field is not updated from anywhere. In projproposal is only a displayfield that shows data from projfoundingsource. But no info inf projinvoicejour.

Discounts as I look in projproposal are %discound and cashdiscount but filling this values gives nothing, projinvoicejour just ignores it dunno if it's disabled by param or something is wrong here. Still in poposaljour i have discounts and invoicejour nothing.

Second Exchangerate- similar that discounts. When I fill proposal I have my second exchrate there but after i create a invoice on both proposal and invoice the second exchrate is blank and 'main' exchrate is filled with the actuall exchrate.

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SThakur 412 on at

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Are you looking at how a particular process or subprocess works within the project management module?

Where and how are you populating these tables?

From a functional perspective:

You need to understand how the process or subprocess works in the module before creating the parameters. It would be good if you go through some documentation available for the project management module.

Example 1. We usually have a project requisition for a customer to offer

Example 2. Before creating an invoice you might create an invoice proposal where you can select the project transactions. You can then review the invoice details before you post the project invoice and send it to the customer or other funding sources.

Example 3: Setup exchange rates in the exchange rate table for the project invoicing.

Reference:

docs.microsoft.com/.../overview-project-management-accounting

docs.microsoft.com/.../project-invoicing

Thanks,

Shilpi

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RadekM 172 on at

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I'm actually looking why when I create a invoice from proposal I don't have the data I wanted to be there.

ex1. I filled requisition for project in projfundingsource but I might be wrong since it goes as far as proposal ends.

ex2. In invoice proposal I can add discount and it looks fine but when I created a invoice it ignored the discount and put just the standard price.

ex.3 How can I setup it for project invoicing ?

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SThakur 412 on at

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You can provide a discount to a customer on an invoice by marking the transactions in the invoice proposal and use fees. You can apply a negative fee to create discount on the invoice.

Can you please provide more information with some screenshots. What type of project have you got set up for which you are creating the invoice?

Thanks,

Shilpi

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RadekM 172 on at

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I use type time and material for Complaints.

Anything circled here don't show in projinvoicejour.

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Rahul Mohta 21,032 on at

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some infomation gets retained in invoice proposal while invoice journal would have after posting details

to get those details can always link the invoice journal and invoice proposal

hope it helps

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RadekM 172 on at

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Yea but even custpurchaseorder is blank on proposal I have it only in projfundingsource and it displays the value on proposal invoices.

And I don't think getting discounts from proposal would be nice if there would be mismatch in values with invoice

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