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Finance | Project Operations, Human Resources, ...
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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?
  • ANInnoSolutions Profile Picture
    ANInnoSolutions 186 on at
    Prepayment in a time and material project
    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
  • Suggested answer
    ba365guy Profile Picture
    ba365guy 2,946 on at
    Prepayment in a time and material project
    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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