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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Quote, Opportunity wit...
Finance | Project Operations, Human Resources, ...
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Quote, Opportunity with several customers in PO

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Posted on by Tessie 15

Hello,

Deployment type: non-stocked scenario

Customer's business is to sell higher IT education to several companies so they have 1 Quote with e.g 30 seats. 8 different customers buy seats on this higher IT education. How can I make that work in PO CE Quote to connect 8 different customer to one Quote (Project)? To properly see Quote under correct Customer/Account, sales pipeline etc. Any suggestions?

Also how to make this work on Opportunity?

I see that Contract have the ability to have several customers (lines) and I'm looking for a similar setup. 

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  • Juan Simon Profile Picture
    Juan Simon 1,026 on at

    Hi Tessie,

    Only at the Quote stage, you can share the bill among customer accounts. Every Opportunity needs a Quote so it won't matter that much for your case I believe.

    Navigate to Quotes >  Customers > Create New and search for the account name > Assign a Billing Split Percentage and later you can click on Evenly Distribute to split among the customers (if that is what you want).

    Deeper dive:

    https://docs.microsoft.com/en-us/dynamics365/project-operations/pro/sales/manage-multiple-customers-contract-sales

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    Does this answer your question?

    Juan Simon

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