Create project invoice proposals by funding source from the periodic area

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Enabled for	Public preview	General availability
Users by admins, makers, or analysts	-	Nov 6, 2020

Business value

Previously, the Create invoice proposals page only allowed you to create invoice proposals by first selecting the project contract or project. This made it difficult to create a large number of invoice proposals for a single customer. Now you can choose to create project invoice proposals by selecting the customer account associated with funding sources. This allows you to create any number of project invoice proposals regardless of the number of project contracts where the customer is a funding source.

Feature details

This feature allows a user to create project invoice proposals by funding source in the Periodic area.