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Dynamics 365 Project Operations: Set invoice limits for time and material billing

Microsoft 365 Message Center Archive by Merill Fernando

Summary

Customers often issue a purchase order that sets how much they'll accept on each invoice for a time and material engagement. Until now, Dynamics 365 Project Operations had no place to record that amount, so project managers and billing teams tracked it in spreadsheets and checked invoices by hand, adding reconciliation work and the risk of disputes. You can now set an invoice amount limit for each billing period on a time and material contract line's invoice schedule: Enter the limit for each period, for example to match the customer's purchase order for that month. When an invoice is created from the schedule, that period's limit is copied to the invoice header, so reviewers can compare the invoiced amount with the customer's expectation before confirming. For contract lines billed to multiple customers, you set one limit per period, and it's split across the customer invoices by each customer's billing percentage.

Status
In development
General availability target
Sep 2027
Preview target
Mar 2027
Clouds
Worldwide (Standard Multi-Tenant)
Release phases
General Availability, Preview
Platforms
Web
Source created
6 Nov 2026
Source modified
6 Nov 2026 · 5d ago
ChangeIntel

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Sources read 11 Nov 16:19 UTC · 274 of 275 readable · 273 fully read · documentation 469/469 current