It is normal to differentiate project fees on different activities on fee journals while we do have not this possibility on free text invoices when we want to post against a project. In Dynamics 365 Finance & Operations, on Free text invoice 'Line detail', we can just choose 'Project' and 'Project category' and NOT 'Activity. It would be great if 'Activity' could be added to the Free Text invoice 'Line detail' when a user wants to post a Free Text invoice against a project. At the same time, it is desired that posted free text invoices (with activity), can be shown in Project posted transactions with project, project category, and activity.
Comments
Without this feature the Project Free Text Invoice is only partially compatible with the project module.
At the same time also fix the design flaw -
- there is no Line Property selection on free text invoice (that's fine, I guess)
- If by mistake the default line property is "non-chargeable", when posting the Free Text Invoice a data "corruption" occurs, where an AR invoice is created but on the project, the project transaction is marked as "non-chargeable"
Category: Accounts Receivable