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27.10.2020, 07:19 | #1 |
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msdynamicsworld: How to do split billing in Microsoft Dynamics 365 Project Operations
Источник: https://msdynamicsworld.com/story/ho...ect-operations
============== Often there is a need to split a bill for a project so it can be paid by two parties. For example, if we are executing a project and there are two organizations funding it jointly, they can decide on who should pay what percentage of the bill. Project Operations comes with a functionality known as split billing to give you the ability to meet these customer needs. The following steps illustrate how to achieve that. Step 1: Login to your Project Operations CE environment. Step 2: Create an Opportunity by Navigating to Sales-->Opportunities Module and by clicking on +New button from Ribbon control. Step 3: Create a Quote, by clicking on the Quote Tab and then click on +New Quote as shown in the screenshot below: A Quote filled with all the details from the opportunity form is created. Step 4: Источник: https://msdynamicsworld.com/story/ho...ect-operations
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