multiple funding sources for fixed price project

(0) Share

Report

Posted on by D365

The contact is set up with billing rules, and the project type is fixed price The project is linked to a customer A, but we need to invoice one part of this customer and the other to another customer B.

I've added the customer B as an additional funding source to the contract, but by default, when I generate the invoice, it uses the initial customer.
Is it possible to set a funding source by milestone: for one customer and another for another?
Or while generating the invoice proposal choose the funding source?
How to manage this scenario?

I have the same question (0)

All responses (1)

Answers (0)

Suggested answer

Gaurangkumar Jani 4,534 User Group Leader on at

Like (0)

Report

HI Manju,

This can be done by funding rule.

Create separate funding rule and provide allocation percentage to split the invoice between multiple customer.

learn.microsoft.com/.../set-up-funding-rules-for-a-project-contract

cloudblogs.microsoft.com/.../

Please let us know if this helps.

Thanks,

Was this reply helpful? Yes No