Check your knowledge

1.

You are a project manager who works at Fabrikam. Typically, your organization creates invoices on the first and fifteenth of every month. However, the CFO wants you to create an invoice for the Adventure Works project contract immediately. What do you do?

Select the single project milestone and then select it as Ready to Invoice.

Create a new invoice from the Invoices List page in Project Operations.

On the Project Contracts list page, open the project contract and then select Create Invoice.

Configure automatic invoice creation from Settings > Recurring Invoice Setup.

2.

Where is the project proforma invoicing done?

In the Integration Journal in Finance

In the Sales area in the Project Operations app

In the Sales area in Sales

In the Project Invoice Proposal in Finance

3.

Where would you find all unbilled sales actuals that have not been invoiced across all project contracts?

Sales order invoice list

Fixed price milestones list

Time and materials billing backlog

Integration Journal list

Answer the following questions to see what you've learned.

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