D365 Finance & Operations and Dynamics AX Forum

Expand all | Collapse all

Contract Management in D 365

  • 1.  Contract Management in D 365

    Posted Apr 17, 2018 03:36 PM
    I am researching to see how other companies are managing contracts in D 365.  We have multiple types of contracts such as drawdowns and service contracts.  Are you entering these contracts into D 365 through the Purchase agreement feature or is there a better feature to use for this?  Also, is anyone using a plugin or third party tool for contract management that works directly with D 365?  If so, what tool are you using?

    Any insights would be helpful

    Thank you!

    ------------------------------
    Stephen Kieper
    Medxcel Facilities Management
    Indianapolis IN
    ------------------------------


  • 2.  RE: Contract Management in D 365

    TOP CONTRIBUTOR
    Posted Apr 18, 2018 12:33 PM
    Hello Stephen,
    I have seen a customer application where the project contract functionality was used (and extended).
    The customer used the project module and the project contracts anyway.
    Do you also use this module?
    Best regards,
    Ludwig

    ------------------------------
    Ludwig Reinhard
    Sycor
    Goettingen
    ------------------------------



  • 3.  RE: Contract Management in D 365

    Posted Sep 22, 2020 07:28 AM
    Steven,  did you resolve this need by using Projects in F&O?

    Thanks!

    ------------------------------
    Jonathan Struble
    Campus Management Corp.
    ------------------------------



If you've found this thread useful, dive deeper into User Group community content by role