Customer and Project Contract balances

New fields are introduced on Customer and Project Contract forms to view the respective balances and currencies in Project Operations from D365 FSCM.
h3. Customer form

Sales > Customers > Accounting (tab):

Project Contract form

Sales > Project Contract > Summary (tab):

evergreen proserv balance updates

A new periodic process has been introduced in evergreen proserv to update the Customer and Project Contract balances in Project Operations.

evergreen > Project management and accounting > Periodic > Project Operations integration > Synchronize evergreen operations integration data:

evergreen proserv – fact boxes

New fields have also been added to the billing fact box to view the balances and currencies in evergreen. The information highlighted below (in the green box) will be updated in Project operations as well.