Summary

A tracking mechanism for the authorized spend on a project.

Dynamics 365 Menu Item(s)

  • Project management and accounting > Projects > Project contracts (Edit) > PO List (FastTab)

Legacy data model’s data entities

  • PMBI_deCustomerPO

New data model’s data entities

  • PMBI_PMIPCustPOMatchingEntity
  • PMBI_ProjInvoiceTableEntity
  • PMBI_ProjFundingSourceEntity

Synapse link approach tables

  • PMIPCustPOMatching
  • ProjInvoiceTable
  • ProjFundingSource

Field level functional description

  • CloseFlag: Indicates whether the customer purchase order (PO) is closed or still open (typically a status flag).
  • CustomerPODate: The date when the customer purchase order was created or issued.
  • CustomerPOExternalDescription: A description of the PO provided for external parties, such as the customer.
  • CustomerPOInternalDescription: A description of the PO intended for internal use within the organization.
  • CustomerPONumber: The unique identifier or number assigned to the customer purchase order.
  • DefaultFlag: Indicates if this PO is set as the default for the customer or project.
  • ProjectContractID: The identifier linking the customer PO to a specific project contract.

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