Business Central to Project Operations Integration

This feature was introduced to ensure seamless integration of Expense type transactions from Business Central to Project Operations. Purchase transactions posted in Business Central will now synchronize with Project Operations through a configured Dataverse Connection setup.

Purchase Invoices in Business Central

Purchase invoices, as a standard functionality of Business Central, are used to document and post all expenses related to a specific project.

By selecting a specific project and transaction category in the purchase invoice document and creating new postings, all transactions are sent to Project Operations and linked to the correct project as project expenses.

Using standard Business Central setups and functionalities, users can select a G/L account or an Item type: Service to create lines in purchase invoices.

Purchase invoice lines are integrated with Project Operations as Dataverse Expense lines.

Project Operations

A new form has been introduced: SAG BC Purchase Expense Transaction Staging.

Navigation Path: Project Operations > Sales > evergreen > SAG BC Purchase Expense Transaction Staging

When purchase transactions are posted in Business Central, they appear in the SAG BC Purchase Expense Transaction Staging area and are grouped by the following criteria:

• BC – Document Date
• Project
• Transaction Category
• BC Posted Document Number

Based on these categories, the Quantity and Amount are grouped and show the total Quantity and Amount.

By running the action “Create journal”, the system creates an expense journal which is automatically submitted and thereby creates actuals for Unbilled Sales and Cost.