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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Prepayment in a time a...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Prepayment in a time and material project

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Posted on by Community member 2
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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  • Suggested answer
    ba365guy Profile Picture
    ba365guy 2,950 on at
    You can use Advances and Retainers feature. Please refer here for more details on the documentation and how to use this.
  • ANInnoSolutions Profile Picture
    ANInnoSolutions 293 on at
    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:

    1. Microsoft Licensing Guide
    2. Microsoft Doc`s/Learn

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