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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / How to setup Billing R...
Finance | Project Operations, Human Resources, ...
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How to setup Billing Rules and Funding Limits for Project Contract(Order) in Dynamics 365 Project Operations

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Posted on by Humble11Guy 85

Hi Team,

Can someone tell me how to setup Billing rules in Project Operations.

In the contract line there is a tab with the name Invoice schedule there we can generate the invoice schedule. Does this functionality refers to billing rules?

Can someone tell me how to setup Funding limits for the Project Contract. While invoicing amount shouldn't exceed the funding limit on the project contract.

In the contract line there is a tab with name customer there we can split the funding sources and can put the limits. Does this functionality refers to Funding Limits?

Thanks in Advance.

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  • Verified answer
    apa Profile Picture
    apa 8,284 Moderator on at

    Hi Humble11Guy.

    Great questions. ProjOps integrated (Project Operations for resource/non-stocked based scenarios) works a bit differently compared to billing rules and funding limits in F&O. I'm not an F&O guy but I'll do my best to give you a comparison.

    The "invoice schedule" tab on a project contract (Order table in Dataverse) is used to define a schedule for when invoices should be generated. Based on the defined schedule, invoices can then be created automatically with an OOTB workflow (I won't dive deeper into that as that's another discussion). Before any milestones, time or expense are picked up to an invoice created from a schedule, the billing backlog must be groomed and what you want to bill has to be marked ready for invoicing. In other words "invoice schedule" is only a schedule for when invoices should be created. There's no exact match to F&O's billing rules in ProjOps integrated.

    The closest we have to funding limits in ProjOps integrated are Not-to-exceed limits. A run-through of them also here in my blog.

    The tab on the order line with a customer's name is related to split billing. A run-through of that in my blog here. In short, it's about defining a % split between customers: Customer 1 pays X % of an invoice and customer 2 pays a Y % of an invoice.

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