Exercise – Create and update a time and material invoice

  • 13 minutes

In this exercise, you are playing the role of Admin Account (Project Manager) and will be reviewing the billing backlog for time and material. Then, you will select entries in the billing backlogs and create project invoices. Afterward, you will complete the same actions for fixed price milestones.

This exercise uses standard demo data that is available in Project Operations. You can access a trial environment of Project Operations by selecting Get started in the top-right corner of the Dynamics 365 Project Operations page on microsoft.com.

Create a time and material invoice

To create a time and material invoice, follow these steps:

  1. Open the (Sales) web browser tab. In the navigation menu, under the Billing section, select Time and Material Billing Backlog.
  2. On the Time and Material Billing Backlog page, select all entries and then select Ready to invoice.
  3. From the Sales section, select Project Contracts.
  4. On the My Project Contracts page, select the Adventure Works contract and then select Create Project Invoices.
  5. In the message dialog box, review the message and select OK.
  6. Select OK in the dialog box.

Watch the following video for a demonstration on how to create a time and material invoice.

Modify a time and material invoice

You need to change the amount of time that Jacob worked on a project task before you invoice the customer.

  1. From the navigation menu, under the Billing section, select Invoices.
  2. On the Project Service Invoices page, select PP1 Adventure Works Prof Services (Onsite).
  3. On the PP1 Adventure Works Prof Services (Onsite) page, under the Project-based Lines section, select Professional Services and then select Edit.
  4. On the Professional Services page, select the last Time transaction and then select Edit.
  5. On the New Invoice Line Detail page, in the Quantity box, enter 4.00 and then select Save & Close.
  6. On the Installation Invoice Line page, review the transactions. When you are finished, select Save & Close.
  7. On the PP1 Adventure Works Prof Services (Onsite) page, scroll down to the bottom and notice that the Detail Amount has changed to $9,600.00.
  8. When you are finished reviewing the draft project invoice, from the menu bar, select Confirm.
  9. When processing is finished, notice that the Project Invoice Status has changed to Confirmed.