The Project Contract (Sales Order) or at least the Contract Line could represent the Customer PO its the agreement after all that is what we invoice against.
When producing an invoice the invoice must reference a PO number. Project Operations does not hold anything related to a PO in the dataverse or F&O records only the Project Contract or Sales Order so above statement fits. We can always add another field to hold a customer reference.
However how can do we handle multiple PO. The project overruns and the customer releases another PO to cover this project. It seems a new contract line and project has to be created. Is this the only way.
thank you :)
Also worth taking a look at: daytodaydynamics365.com/.../ by apa .
The Project Task Selection is the way to go on the Contract Line and I did not see that so thank you. The Invoicing will need to be per contract line and this will be where some work will be needed as the billing will pick everything up for all lines
Hi Michael,
The easiest route is to have that number per Contract Line, since a NEW PO number is a NEW ORDER. The Contract is the Master or Head record where the child ones, the Contract Lines, hold the type of Project (T&M or Fixed) and from that, it generates the invoices later down the road.
You could create a field that holds that value inside Project Contract Lines and either map that field down to the Invoice one or use Power Automate to do that. Appending a PO to every Contract Line would support your multiple POs per one contract or project idea. You don’t need to create a new project, just create new tasks on the same project and add a new contract line with only those tasks (choose selected project tasks) as a chargeable one.
I hope this helps!
Please mark this as answered.
Juan Simon
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