D365 Finance & Operations and Dynamics AX Forum

Milestone project billing from item requirements & revenue rec.

  • 1.  Milestone project billing from item requirements & revenue rec.

    GOLD CONTRIBUTOR
    Posted 13 days ago
    I have several questions:
    1.  I want to use sales orders for a project and need to bill by milestone.  I am using sub projects - some are T&M so I can use item requirements and some are Fixed Price  Both will use milestone billing, T&M will use sales orders for line level items so they can quote the customer.
    2. I need to also use 365 revenue recognition for both T&M and Fixed Price milestone billing.

    1.  How can I create a milestone billing for a T&M project from a sales order?  I tried to add billing rules for the T&M sub project but when I choose milestone it does not show the T&M sub project as available to create a milestone billing rule.
    2.  I created an Fixed price sub project and was able to create milestone billing rules, however, I do not see how to choose the revenue recognition schedule for that sub project and so I need to know how to run the rev. rec. for the milestone billing.  Sales orders lets you choose at the line level the rev. rec. schedule.
    3.  Does anyone know how I can use sales orders for a project yet bill based on milestones?
    4.  Does anyone know how I can choose the rev. rec. schedule for my milestone FP billing?


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    Deb Salyer
    DS Erp Inc
    Sarasota FL
    941-351-2990
    deb@dserpinc.com
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    Conference-AXUG_200x200


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