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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Possibility to change ...
Finance | Project Operations, Human Resources, ...
Suggested answer

Possibility to change project contract

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Posted on by Community Member

Hi everyone, 

Is there a possibility in Project Management module to change contract for a project after transactions have been posted?

We have already done invoicing for a project and now the client wants to merge it with another project to be on the same invoice, but currently they are on different contracts. 

When trying to change the contract I get the following message: Can not change the project contract because transaction exists for the associated project. 

Can something be done? 

Many thanks, 

Teodora

  • Suggested answer
    MauricioSaldana Profile Picture
    MauricioSaldana on at
    RE: Possibility to change project contract

    Hi Theodora,

    I think the best option is to close the existing projects and create a new one with a new project contract, you will have to "migrate" the balances to the new project and with this you will be able to invoice both projects.

    REgards

    Mauricio

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Possibility to change project contract

    Hi Teodora,

    What I could think of is creating a new subproject that is linked to CO001.

    You then need to transfer the transactions to this new project by making use of the adjustment feature.

    Once this is done and all transactions are moved to the new project, invoices can be created from the project contract CO001.

    That's not a perfect solution but one that would not require any system modification. Also the adjustment can be done for all transactions recorded, meaning that this shift should be relatively easy.

    Best regards,

    Ludwig

  • Suggested answer
    Rahul Mohta Profile Picture
    Rahul Mohta 21,014 on at
    RE: Possibility to change project contract

    for managing external factors, one of the way would be to create altogether new contract and run all billing with that one one

  • Community Member Profile Picture
    Community Member on at
    RE: Possibility to change project contract

    Hello Ludwig,

    Yes, I completely agree with you, customization should be the last option we opt for before out other possibilities.

    Our situation is as follows: project contract CO001 is opened and project ABC is attached to it. Then project contract CO002 is opened and project DFG is attached to it. Invoicing for both projects has been conducted for the past few months. Both contracts are for the same client, however the scope of the projects is different and that is why two separate contracts were opened.

    Now, as we were informed, the client wishes both projects to be invoiced from the first contract (CO001) - they have some internal changes in project scope etc. However, that is not possible as there are already transactions for project DFG on contract CO002 and I can not combine them on the same invoice proposal.

    Thanks id advance,

    Teodora

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Possibility to change project contract

    Hi Teodora,

    Why do you need the project contact and why does the workaround that Rahul mentioned (add a new funding source and possibly adjust the funding rules) not work?

    A project is linked to a project contract and you cannot simply switch it except by making a system modification.

    Before doing that, it would be great if you could share more information on why this is needed. A customization should always be a means of last resort if no other features / workaround can help.

    Many thanks,

    Ludwig

  • Community Member Profile Picture
    Community Member on at
    RE: Possibility to change project contract

    Hi Rahul,

    That does not solve my issue, as when I choose to create a new invoice proposal the project contract field is grayed out (it is automatically set to the contract of the project). This means it will not show me projects that are not on that contract.

  • Suggested answer
    Rahul Mohta Profile Picture
    Rahul Mohta 21,014 on at
    RE: Possibility to change project contract

    could try adding multiple funding source to the same project contract

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