I would second Marlene's comment this is a bit too broad to provide meaningful answer.
One general advice is to pay special attention to the posting profiles of the module ("Ledger Setup Posting"), just as you would do when setting up posting for the inventory module.
It is easy to set up incorrectly and cause the accountants an ocean of a headache.
A recommendation I always make is to avoid setting up posting rules for specific categories or specific projects, since later you would find yourself constantly changing posting configuration / re-testing every time a new category is created.
On the opposite side, I recommend to avoid creating posting rules with the criteria All/All as it tends to default on you when you do not intend to (so a user created a new category and forgot to set up explicit posting rule, the system will post to the "default" and you may not know for a while that you are posting incorrectly.
Another pitfall - carefully consider the list of project categories you define as it is hard to change them later on.
------------------------------
Zvika Rimalt
Functional Consultant
Vancouver BC
------------------------------
Original Message:
Sent: Aug 01, 2019 01:31 PM
From: Mark Sampson
Subject: D365 Projects
Hi All,
Recently we have embarked on an adventure to add #Projects (maybe officially called Project Management/Accounting) to our #D365 environment.
We are implementing this module to be fully integrated with our F&O implementation which has only been up and running since Jan 1.
I wonder if there are any "gotchas" we should be aware of up front?!
Thanks
Mark
------------------------------
Mark Sampson
Aras Corporation
Andover MA
------------------------------