Getting an overview of the billing process

The billing processes in project operations will be different, depending on the type of deployment you have. Reflecting back, we have three different deployment types that we can use in project operations:

• Lite deployment – deal with proforma invoicing: This is a Dynamics CE-only deployment of project operations and is integrating with external ERP systems.
• Project operations for resource/non-stocked-based scenarios: This is the integrated version of Dynamics CE Project Operations to Finance and Operations.
• Project operations for stocked/production-based scenarios: This is the Finance and Operations-only deployment.

In this chapter, we are going to focus on the Lite deployment – dealing with proforma invoicing processes – because this particular deployment, with the out-of-the-box integration Microsoft provides into Finance and Operations for the billing functions, is the project operations for resource...