Configure automatic invoice creation

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Applies To: Project Operations for resource/non-stocked based scenarios

Complete the following steps to configure an automated invoice run in Dynamics 365 Project operations.

  1. In Project Operations, go to Settings > Recurring Invoice Setup.

  2. Create a batch job, and name it Project operations create invoices. The name of the batch job must include the words "create invoices."

  3. In the Job Type field, select None. By default, the Frequency Daily and Is Active options are set to Yes.

  4. Select Run Workflow. In the Look Up Record dialog box, you will see three workflows:

    • ProcessRunCaller
    • ProcessRunner
    • UpdateRoleUtilization

  5. Select ProcessRunCaller, and then select Add.

  6. In the next dialog box, select OK. A Sleep workflow is followed by a Process workflow.

Note

You can also select ProcessRunner in step 5. Then, when you select OK, a Process workflow is followed by a Sleep workflow.

The ProcessRunCaller and ProcessRunner workflows create invoices. ProcessRunCaller calls ProcessRunner. ProcessRunner is the workflow that actually creates the invoices. It goes through all the contract lines that invoices must be created for, and it creates invoices for those lines. To determine the contract lines that invoices must be created for, the job looks at invoice run dates for the contract lines. If contract lines that belong to one contract have the same invoice run date, the transactions are combined into one invoice that has two invoice lines. If there are no transactions to create invoices for, the job skips invoice creation.

After ProcessRunner has finished running, it calls ProcessRunCaller, provides the end time, and is closed. ProcessRunCaller then starts a timer that runs for 24 hours from the specified end time. At the end of the timer, ProcessRunCaller is closed.

The batch process job for creating invoices is a recurrent job. If this batch process is run many times, multiple instances of the job are created and cause errors. Therefore, you should start the batch process only one time, and you should restart it only if it stops running.

Note

Batch invoicing only runs for project contract lines that are configured by invoice schedules. A contract line with a fixed price billing method must have milestones configured. A project contract line with a time and material billing method will need a date-based invoice schedule set up. The same applies to a project-based contract line.