Integration field and balances in Customer and Contract

Integration field and balances in customer and contract

As part of this enhancement, new tab added as ‘evergreen Integration’ in Customer master and Project contract master forms to view integrated fields and balances from D365 Finance.
Fields like Financial dimensions, Status, Dates, Risk assessment, balance etc., are added on Customer form to view the details.

New menu button added as Update balance to get the latest customer balance in Project operation from FSCM. Also, last updated date and time details are added for history.

New Menu button added as Update balance to get the latest Project contract balance in Project operation from FSCM.

A new Periodic job is introduced in D365 Finance to update all Customer and Project contract balances from Finance to Project operations. Enable parameters ‘Update customer balance’ and ‘Update project contract balance’ and click OK to update the respective details.

Project management and accounting > evergreen operations > Project invoice integration