Among the fields that it adds are fields that capture the billing method (time and materials or fixed price), customer budget amounts, and the underlying project. PSA also extends the Sales Order Line entity. Other new fields that are added to the Order entity capture details about costs, PSA contract status, and the organization that owns the contract. A value of Work Based for this field indicates that the order is a PSA project contract. It adds an important new field, Order Type, that identifies the contract as a PSA project contract instead of a sales order. PSA extends the Sales Order entity that is used when project contracts are recorded. Other entities that PSA adds to quotes are Quote Line Project Price List, Quote Line Resource Category, and Quote Line Transaction Category. These details can be useful for reporting quoted sales and estimated cost amounts by various dimensions. Quote Line Analytics Breakdown – This entity contains financial details of the quote line.Quote Line Milestone – This entity contains the billing milestones for fixed-price quote lines.This schedule is generated based on the invoicing frequency that is assigned to the quote line.
Quote Line Detail – This entity contains the project estimate details of the quote line.PSA also adds new quote-related entities to the Dynamics 365 data model. Other fields that have been added to the entity capture the related project that is backing the quote line, invoicing, cost, and budget. One field that PSA adds is Billing Method, which indicates how the quote line will be billed (time and materials or fixed price). PSA also extends the Sales Quote Line entity. Other useful fields indicate whether the quote is profitable, whether it will be completed on schedule, and whether it meets the customer's budget expectations. Other fields that can be relevant to reporting on PSA quotes include amount fields, such as Chargeable Costs, Non-chargeable Costs, Gross Margin, Estimates, and Budget. A value of Work Based for this field indicates that the quote is a PSA quote. Order Type distinguishes PSA quotes from non-PSA quotes. PSA extends the Sales Quote entity by adding project-related fields. Other fields that you can report on capture costs and customer budget amounts for the line item. Billing Method indicates whether the opportunity line should be billed on a time-and-materials basis or a fixed-price basis, and Project captures the name of the project that is backing the opportunity. The Opportunity Line entity also includes fields that are related to Project Service.
Other fields that have been added to the entity include Contracting Organization, which captures the organization that is holding the opportunity, and Account Manager, which captures the name of the account manager who is responsible for the opportunity. A value of Work Based for this field indicates that the opportunity is a PSA opportunity. One new field that is important for reporting on PSA opportunities is Order Type. These fields are identified by a schema name that is prefixed with msdyn_. Project Service Automation extends the Dynamics 365 Sales Opportunity entity by adding fields that enable project-based scenarios. This article describes some of the entities that you will encounter in typical PSA reporting scenarios. For more information, see Project Service Automation Transition.Īpplies to Project Service app version 3.xĭynamics 365 Project Service Automation extends other app entities and introduces its own entities in the Common Data Service data model. Dynamics 365 Project Service Automation has evolved into Dynamics 365 Project Operations.
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