1. To-Increase Dynamics 365 for Finance & Operations
  2. Advanced project management
  3. Flows

Use progress billing without temporary revenue claim
Activity Flow

You can choose to only recognize the revenue on the final posting of the progress bill after the customer has approved.

Customer Customer Project controller Project controller Project manager Project manager Start Start Create progress bill Create progress bill You can use progress billing as an alternative way to invoice a project. In progress billing, you invoice the amount of work completed so far. Procedure 1. Go to Project management and accounting > Journals > Progress bill > Project. 2. Click New. 3. In the Progress bill journal name field, enter or select a value. 4. In the Project ID field, enter or select a value. 5. In the Invoice date field, enter a date. 6. Click OK. 7. In the From date field, enter a date. 8. In the To date field, enter a date. 9. In the list, find and select the desired record. 10. Enter the progress that's made during the defined period. In the Progress % field, enter a number. Note: You can report progress by filling any of these fields: Current progress quantity Progress % Progress amount (not applicable for lines of type Detail) Based on the entered value the values for the other two of these fields are calculated. You can also enter a progress quantity for a (sub)project in one go. To do so, select the (sub)project and click Apply progress. Fill in the percentage and click OK. The progress percentage is applied to all lines of type Standard and Summary. 11. Select the Complete check box. 12. Close the page. 13. Close the page. 14. Go to Default dashboard. Notes You can have only one open progress bill for a project.If required, you can override the automatically calculated: Retention amount. You can also lock it for updates.Project progress percentage.If applicable, you can deduct a part of the prepayment (customer advance). To do so, fill in the amount to deduct in the Prepayment - Deduction field. If you post the progress bill, the invoiced amount is the progress amount minus the deduction amount. The Prepayment - Claimed is updated accordingly.If a customer has rejected the progress bill because he doesn't want to pay the full progress quantity, you can enter the quantity the customer does want to pay for in the Certified quantity field. As a result, the quantity that is not certified by the customer is automatically added to the Uncertified quantity field. In a next progress bill for the project, the uncertified quantities till now, are summed in the Previous uncertified quantity field. To invoice a previous uncertified quantity, make the Certified quantity larger than the Current progress quantity.If the project is created from a project execution quotation, the progress bill is based on the project execution quotation WBS. Print progress bill Print progress bill You can print the progress bill to support the internal approval and customer approval.The progress bill report has:A header section with the totals for the progress bill and the totals for the full project.A section with the progress details for each activity.If you have used summary and detail lines in the work breakdown structure of your project, only the summary lines are printed. Procedure 1. Go to Project management and accounting > Journals > Progress bill > Project. 2. Click Progress bill report. 3. Select No in the Ignore zero amount lines field. 4. Click OK. 5. Close the page. 6. Close the page. 7. Go to Default dashboard. Notes Approve progress bill - Internal Approve progress bill - Internal The project controller (or someone else) verifies the progress bill proposal before it is sent to the customer and informs you about the result: approved or rejected. What’s the result? What’s the result? Print progress bill Print progress bill You can print the progress bill to support the internal approval and customer approval.The progress bill report has:A header section with the totals for the progress bill and the totals for the full project.A section with the progress details for each activity.If you have used summary and detail lines in the work breakdown structure of your project, only the summary lines are printed. Procedure 1. Go to Project management and accounting > Journals > Progress bill > Project. 2. Click Progress bill report. 3. Select No in the Ignore zero amount lines field. 4. Click OK. 5. Close the page. 6. Close the page. 7. Go to Default dashboard. Notes Approve progress bill - Customer Approve progress bill - Customer The customer verifies the progress bill proposal and informs you about the result: approved or rejected. What’s the result? What’s the result? Post and close progress bill Post and close progress bill If a progress bill is approved by the customer, you can post and close the progress bill. As a result, an invoice journal is created for the project. For each invoiced sub-project, a separate on-account line is added to the invoice journal. Procedure 1. Go to Project management and accounting > Journals > Progress bill > Project. 2. Click Post. 3. Click OK. Note: If required, you can also post and close progress bills in batch. 4. Close the page. 5. Go to Default dashboard. Notes If you claimed the revenue temporarily, you can only post and close a progress bill if the posted revenue is reversed. End End Rejected Approved Rejected Approved

Activities

Name Responsible Description

Create progress bill

Project manager

You can use progress billing as an alternative way to invoice a project. In progress billing, you invoice the amount of work completed so far.

Print progress bill

Project manager

You can print the progress bill to support the internal approval and customer approval.

The progress bill report has:

  • A header section with the totals for the progress bill and the totals for the full project.
  • A section with the progress details for each activity.

If you have used summary and detail lines in the work breakdown structure of your project, only the summary lines are printed.

Approve progress bill - Internal - No workflow

Project controller

The project controller (or someone else) verifies the progress bill proposal before it is sent to the customer and informs you about the result: approved or rejected.

Print progress bill

Project manager

You can print the progress bill to support the internal approval and customer approval.

The progress bill report has:

  • A header section with the totals for the progress bill and the totals for the full project.
  • A section with the progress details for each activity.

If you have used summary and detail lines in the work breakdown structure of your project, only the summary lines are printed.

Approve progress bill - Customer

Customer

The customer verifies the progress bill proposal and informs you about the result: approved or rejected.

Post and close progress bill

Project manager

If a progress bill is approved by the customer, you can post and close the progress bill. As a result, an invoice journal is created for the project. For each invoiced sub-project, a separate on-account line is added to the invoice journal.

Activities

Name Responsible Description

Create progress bill

Project manager

You can use progress billing as an alternative way to invoice a project. In progress billing, you invoice the amount of work completed so far.

Print progress bill

Project manager

You can print the progress bill to support the internal approval and customer approval.

The progress bill report has:

  • A header section with the totals for the progress bill and the totals for the full project.
  • A section with the progress details for each activity.

If you have used summary and detail lines in the work breakdown structure of your project, only the summary lines are printed.

Approve progress bill - Internal - No workflow

Project controller

The project controller (or someone else) verifies the progress bill proposal before it is sent to the customer and informs you about the result: approved or rejected.

Print progress bill

Project manager

You can print the progress bill to support the internal approval and customer approval.

The progress bill report has:

  • A header section with the totals for the progress bill and the totals for the full project.
  • A section with the progress details for each activity.

If you have used summary and detail lines in the work breakdown structure of your project, only the summary lines are printed.

Approve progress bill - Customer

Customer

The customer verifies the progress bill proposal and informs you about the result: approved or rejected.

Post and close progress bill

Project manager

If a progress bill is approved by the customer, you can post and close the progress bill. As a result, an invoice journal is created for the project. For each invoiced sub-project, a separate on-account line is added to the invoice journal.
Related to Notes

Use progress billing

 		 

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