Project-based vendor invoice reconciliation for Project Operations for resource and nonstocked scenarios

Important

This content is archived and is not being updated. For the latest documentation, go to Project Operations updates. For the latest release plans, go to Dynamics 365 and Microsoft Power Platform release plans.

Enabled for	Public preview	General availability
Users by admins, makers, or analysts	Aug 30, 2022	Sep 12, 2022

Business value

This feature will enable the integration of project vendor invoices coming from the Finance and Operations apps. Invoices will be made available for procurement and front-office personas, such as project and account managers. These invoices can then be reconciled with time entries and other documents, such as product receipts and vendor invoices that need to be cleared for payment.

Feature details

Subcontracting or outsourcing project work to vendors, managing the vendor resource assignments, and the delivery of work is essential in every project-based organization. In the last release wave, Project Operations added end-to-end experiences for managing the contracted capacity of subcontractors on project work, allowing subcontractor time to be estimated and recorded correctly. We also added the ability to record and reconcile project vendor invoices with time, expense, and material usage on projects, allowing vendor invoices to be cleared for payment for customers using the Lite deployment (Dataverse only) of Project Operations.

In this release wave, subcontracting capabilities will be enabled for customers using Project Operations for resource and nonstocked scenarios (Project Operations Integrated with Finance and Operations app). This release will also include:

• Project manager review of project vendor invoices recorded by Accounts payable clerks in Dynamics 365 Finance.
• Project accountants' ability to record, review, and audit subcontract-related actuals in project financials.

See also

Create vendor invoices (docs)