Refresh Invoice Line Transactions for Actuals in Project Operations Invoices | Project Operations [Quick Tip]

Here’s how you can add Missed Time Entries in Time and Material types of Invoices to be Included in the Invoice after it has been created

Scenario

Let’s consider this common scenario –

  1. Assume there is 1 Time Entry that have been Billed on the Invoice. The current state of the Invoice is Draft.


  2. If I zoom and show, this Time Entry is worth $170 for 2 hours.


    Which is based on this “Unbilled Sales Actual record on the T&M Project associated with this Invoice’s Project Contract


  3. Now, let’s consider this scenario where you realize 1 hour worth of Time Entry more needs to be also added to the already created Invoice.
    Here’s the Actual for the same.
    And, the Ready to Invoice on this Actual was performed “after” the Invoice is created.


    So, the Invoice is supposed to be $170 + $85 = $255.
    But the Invoice is already created, right?
    Let’s see what we can do here!

Refresh Invoice Lines on Draft Invoices

You’ll see this on a Draft Proforma Invoice on the Invoice record in Project Operations

  1. On your Draft Invoice, look for Refresh Invoice Line Transactions.


  2. It takes a few moments and your Invoice Transaction Lines included will be refreshed to show the reconsidered values.

  3. Now, here’s when this works –
    1. When any Actuals have been marked as Ready To Invoice after the Draft Invoice is generated. The Actuals must fall within the Invoice Schedule set on the Project Contract to which the Project is tied.
    2. When the Invoice is still in Draft state.

Here are some more Project Operations / Project Service Automation posts you might want to check –

  1. Sign up for a Dynamics 365 Project Operations (Lite Deployment) environment and provision a new instance | Power Platform
  2. Create a Team, add Members in Microsoft Teams upon Project and Team Members creation in PSA / Project Operations | Power Automate
  3. Cancelled Bookings Imported in Time Entries in Dynamics 365 PSA issue | [Quick Tip]
  4. Change Booking Status colors on Schedule Board for Field Service/PSA [Quick Tip]
  5. Modify Project tab’s view in Schedule Board in PSA v3 | Quick Tip
  6. Update Price feature in D365 PSA v3
  7. A manager is required for non-project time entries, absence, and vacation error in D365 PSA v3
  8. Import Time Entries in PSA from your Bookings in D365 PSA v3
  9. Time/Expense Entry Rejection comments in D365 PSA v3
  10. Booking Resources more than their capacity in D365 PSA v3

Thank you!

Sign up for a Dynamics 365 Project Operations (Lite Deployment) environment and provision a new instance | Power Platform

Unlike other Dynamics 365 Trial instances sign up process which is from https://trials.dynamics.com/, Project Operations are requested and provisioned in a different way as of early 2021.

Let me walk you through how you can provision a Dynamics 365 Project Operations Trial (Lite Deployment) on a brand new instance/tenant.

Selecting a Deployment Type

Here are Microsoft Docs links to help you understand the different Deployment types – https://docs.microsoft.com/en-us/dynamics365/project-operations/environment/determine-deployment-type?WT.mc_id=DX-MVP-5003911

To summarize –

Project Operations Lite Deployment is the CE only deployment meaning it does not connect to Finance & Operations for the full-fledged stocked/non-stocked scenarios talked about in the above MS Docs.

Dynamics 365 Project Operations https://dynamics.microsoft.com/en-us/project-operations/overview/?WT.mc_id=DX-MVP-5003911

Provisioning

It takes about 2-3 days for the Email to appear in your Mailbox.

  1. Below is how it looks like.

  2. There are 3 links in the Email. You’ll need to provision for the below 2 links –
    1. Office 365 Project Operations – Preview [Required]
    2. Dynamics 365 Project Operations (CRM) – Trial [Required]
    3. Dynamics 365 Finance and Operations Trial

Process

I’ve created a YouTube video to summarize Sign Up and Provisioning of the Project Operations Lite deployment

Hope this was helpful!

Here are some more Dynamics 365 Administrator related posts you might want to check –

  1. Turn Teams On / Off at Org Level, provisioning users | M365 Admin Center Tip
  2. Convert environments between Production and Sandbox | Power Platform Admin Center [Quick Tip]
  3. Create new Sandbox and copy Production over to it in PowerPlatform Admin Center
  4. D365 Admin Center: Instance Picker Link / Power Platform Admin Center | Dynamics 365 Environments
  5. Remove ‘This Email has been blocked due to potentially harmful content.’ message in Dynamics 365 Emails | OrgDbSettings utility
  6. Wave 1 2021 Early Access is now available | Opt-in

Thank you!