Dynamics 365 Project Operations: Optimize Project Operations - Define the accounting date at invoice level

This feature

Introduces an accounting date field on the invoice that you can define.

Sets a user-defined accounting date on the billed sales actuals, which is passed to finance and operations apps so the transaction is aligned to the same date.

Lets the accounting date differ from the transaction or document date to give you control over period alignment.

Lets the system fall back to the invoice confirmation date if the accounting date is not defined (existing default behavior).

Business Value

You can set the accounting date on an invoice separately from the transaction and document dates, so your billed revenue posts to the right financial period. This keeps Project Operations and finance and operations apps in sync, with the same accounting date flowing through for consistent billed sales postings.

Enabled for

Enabled by admins/makers/marketers for end users