Suggested by Sankha Yapa – New
In the current Dynamics 365 behavior, the system allows a user to dissociate a task from a project contract line in Task Billing Setup even when that task is already linked to confirmed vendor invoices and actuals. This dissociation happens without any warning, validation, or system block.
This can result in:
- Confirmed vendor invoices being reversed and reposted with no associated contract line, breaking the financial traceability and project integrity.
- Errors when trying to relink those tasks later, such as:“A few or all of the selected tasks could not be associated to this Quote/Contract line.”
In contrast, associating a task to a contract line is strictly validated. But the reverse action (dissociation) is not protected, making it easy for users to unintentionally corrupt billing links on live projects.
Proposed Solution:
- Add a validation check or user warning when dissociating a task that has existing actuals or confirmed vendor invoices.
- Optionally, block dissociation if such links exist.
- Include audit logging to record who performed the dissociation and when.
This change will protect against data loss, maintain billing consistency, and bring the same level of control to dissociation as exists for association. It will greatly help in production environments where project and billing data integrity is critical.