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Understanding PSA Data: Blog 6: Associate Cost Price Lists with Organizational Units

Microsoft Dynamics PSA: When Price Lists have been imported, it is important to then associate any Cost Price Lists with the relevant Organizational Units that have been set up as outlined in the above section. This can be done by navigating to the Organizational Unit form and adding your Price List to the Cost Price […]

Understanding Microsoft Dynamics 365 PSA Data: Blog 7: Transaction Categories & Expense Categories

Understanding Microsoft Dynamics 365 PSA Data: Transaction Category Price is not on the PSA site map as standard. Use Advanced Find to locate the entity details. Transaction Category Pricing defines if an expense is going to be charged onto a customer at cost or with a percentage increase. Example Transaction Category Price For each unique […]

Understanding PSA Data: Blog 8: Transaction Category Prices

Microsoft Dynamics PSA Transaction Customer Prices Transaction Category Price is not on the PSA site map as standard. Use Advanced Find to locate the entity details. Transaction Category Pricing defines if an expense is going to be charged onto a customer at cost or with a percentage increase. Example Transaction Category Price For each unique […]

Understanding PSA Data: Blog 9: Invoice Frequency

Transaction Category Price is not on the PSA site map as standard. Use Advanced Find to locate the entity details. Microsoft Dynamics PSA: Invoice Frequency is an entity in Project Service that stores the attribute values that help to express the frequency of invoice creation. The following are the attributes for expressing Invoice Frequency in […]

Understanding PSA Data: Blog 10: Currency & Exchange Rates

Microsoft Dynamics PSA Currency Exchange Rates On setup of the system several currencies will be loaded into the system. Unless trading in many currencies, eBECS suggests manually setting up currencies and exchange rates. Settings > Business Management > Currency PSA does not include functionality to be able to capture live exchange rates, these exchange rates […]

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