UK: +44 (0) 8455 441 441 Ireland: +353 1 531 4450
Saudi Arabia: +966 (11) 920 007299

Blog

You are here: >
Home > Blog

Blog


rss feedRSS Feed

Understanding PSA Data: Blog 8: Transaction Category Prices

Posted by Brad Chuck on 19 Feb, 2018.

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

Posted by Brad Chuck on 25 Sep, 2017.

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

Posted by Brad Chuck on .

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 […]

Understanding PSA Data: Blog 11: Role Prices

Posted by Brad Chuck on 26 Sep, 2017.

Microsoft Dynamics PSA Role Prices The concept of a role price is to define the price of a type of resource per organizational unit (or resourcing unit.) Role prices are associated with both Cost and Sales Price Lists to define the cost or price of each role within each organisational unit. For example, a Developer […]

Understanding PSA Data: Blog 12: Bookable Resources

Posted by Brad Chuck on 27 Sep, 2017.

Microsoft Dynamics PSA Bookable Resources Bookable resources are the physical resources that can be booked to a project and WBS project tasks. To create a bookable resource, a user/contact/account record must already be created and this can only be done per individual i.e. one user cannot have two bookable resource records. Example Bookable Resource A […]

Subscribe to our news feed

Get in Touch

Email or call us now to
discuss how Microsoft
Business Solutions can
improve your business

UK: +44 (0) 8455 441 441
Ireland: +353 (0)1 893 4831
USA: +1 (678) 701 5856
Saudi Arabia: +966 (11)920 007299

© 2024 eBECS Limited. All rights reserved.
Registered office: Royal Pavilion, Wellesley Road, Aldershot, Hampshire, England, GU11 1PZ