On our projects, we know the milestones up front as these are generally agreed upon, but who pays for each milestone changes during the life of the project. For example, initially Customer A may pay for the 1st 5 milestones, but then they transfer ownership over to Customer B to complete the project.

In D365 PMA, the system supports the creation of the Funding Sources and when the Milestones are created they take the Funding Source that applies at that point in time. If the Funding Source changes from Customer A to Customer B then the Milestone will keep its original Funding Source. Currently when a project changes its Funding Source we have to delete all the open milestones and recreate them against the new Funding Source.

We would like a PMA Parameter or Project Contract parameter for "Calculate Funding Source on Invoice Proposal". This would mean when running the Project Invoice Proposal it will look at the current Funding Source and Rules on the Project Contract when deciding who to invoice rather than the historic Funding Source and Rules held on the Milestones when they were 1st created.

Any queries on this please let me know

Kind regards

Adrian