Dynamics 365 Project Operations: Optimize Project Operations - Improve NTE reliability and validation coverage
From Microsoft's description: “It flags issues before invoices go out, saving you from costly rework, disputes, and end-of-month headaches.”
<p>Core capabilities include:</p> <ul> <li>Extends NTE validation beyond time entries to include expense, material, and fixed-price components.</li> <li>Enhances the Invoice Confirmation Service to block confirmation when Total Billed + Unbilled Committed > NTE Amount.</li> <li>Fixes bugs where NTE status fails to update on approval records due to custom plugin conflicts, ensuring deterministic results.</li> </ul> <p>Business Value:</p> <p>You get consistent control over Not-To-Exceed (NTE) limits across every billable type, so you avoid over-billing and protect revenue. It flags issues before invoices go out, saving you from costly rework, disputes, and end-of-month headaches. Plus, you always see an accurate NTE status on approval records, even when your customers customize their setup.</p> <p>Enabled for:</p> <p>Enabled by admins/makers/marketers for end users</p>
Affected: Dynamics 365 Project Operations