Project SO
Used to sell items, services, or billable activities directly through a project, managing customer billing, revenue tracking, and project-related sales transactions efficiently.
Overview
A Project Sales Order (Project SO) is used to sell items, services, or billable activities directly through a project. It helps organizations manage customer billing, revenue tracking, and project-related sales transactions efficiently.
Project Sales Orders are commonly used when products or services need to be delivered and billed as part of a project contract.
Key Features
1Sales orders linked directly to projects
2Customer billing integration
3Revenue tracking by project
4Support for item and service sales
5Automatic financial postings
6Real-time project profitability visibility
7Integration with inventory and accounts receivable
Modules Involved
Project Management and Accounting
Sales and Marketing
Accounts Receivable
Inventory Management
General Ledger
How Project SO Works
Project Creation
Sales Order Creation Linked to Project
Item / Service Selection
Order Confirmation
Product Delivery / Service Execution
Packing Slip Posting
Customer Invoice Posting
Revenue Updated in Project
Suitable For
- ERP Consultants
- Project Accountants
- Sales Teams
- Finance Professionals
- Dynamics 365 F&O Learners
- Project Managers
Project SO is essential for 👉 Customer billing + Revenue tracking + Project sales management in Project Management and Accounting.