1200 XP

Create a vendor invoice for lite deployment in Dynamics 365 Project Operations

47 min
Module
11 Units

Intermediate

Functional Consultant

Business User

Dynamics 365

Project Operations

Finance

Learn how to create a vendor invoice for lite deployment in Dynamics 365 Project Operations. Additionally, learn how customers can use the full subcontracting experiences or choose not to, and discover how you can cancel an invoice and what the state of the invoice means.

Learning objectives

In this module, you will:

Learn how to create vendor invoices in Project Operations.
Learn how to cancel invoices for projects in Project Operations.
Learn what states invoices have.

Start

Prerequisites

Basic understanding of Dynamics 365 Project Operations
Basic understanding of finance and operations apps
Basic knowledge of invoicing and project management

This module is part of these learning paths

Set up and use features with lite deployment in Dynamics 365 Project Operations

Introduction 1 min
Vendor invoicing concept and creation 8 min
Header details for vendor invoices 5 min
Vendor invoice lines for time 5 min
Vendor invoice lines for products 5 min
Vendor invoice lines for milestones 5 min
Vendor invoice lines for expense categories 5 min
Cancel a project vendor invoice 2 min
State transitions on a vendor invoice 4 min
Check your knowledge 6 min
Summary 1 min