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Finance | Project Operations, Human Resources, ...
Suggested Answer

multiple funding sources for fixed price project

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Posted on by 57

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?

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  • Suggested answer
    Gaurangkumar Jani Profile Picture
    4,546 User Group Leader on at

    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,

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