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D365UG/CRMUG Service Summer Camp has ended
Tuesday, August 7 • 2:00pm - 2:45pm
Setting Up a Project Contract

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Live demo of how a Project Contract is set up in PSA. Aspects covered: - Order Project Price Lists as a driver for Project Contract's labor pricing - Fields on the Project Contract (like the correct use of the Product Price List field, requested delivery date etc) - Project-based lines - T&M vs FP - Order Line fields and including time, expense, fee correctly - Project Contract Line Details - Invoice Schedules and importing from project estimates - Product-based lines - Invoicing manually and with batch jobs (mentioning only as has to be a topic of its own) - Contract performance tab and what analytics are found under it - Actual and Invoice associated view

https://attendee.gotowebinar.com/register/572561176245785603

Speakers

Tuesday August 7, 2018 2:00pm - 2:45pm EDT
Virtual