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Prepayment in a time and material project

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Can anyone tell me how to handle a full cycle of prepayment on a time and material project from the beginning of creating a prepayment on account to the customer payment?

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ba365guy 2,950 on at

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You can use Advances and Retainers feature. Please refer here for more details on the documentation and how to use this.

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ANInnoSolutions 293 on at

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Hello Community member,

can you provide more details of your Microsoft Dynamics 365 Project Operations app? It's the basis of finding the correct way.

- Which deployment type do you use or rather do you integrate with Dynamics 365 Finance and Operations Apps?

A screenshot of the UI would be helpful.

Rg,

Alexander

*Due to the complex and different possibilities of deploying Dynamics 365 I highly recommend not to setup the application without some expert/partner or support. (For more information contact me under anassl@inno-solutions.info or visit www.inno-solutions.de)

*The Information comes directly from the manufacturer or provider and are validated (not guaranteed) up to date of creation of the posting.

References:

Microsoft Licensing Guide

Microsoft Doc`s/Learn

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