Tasha's Top 10 New Features for D365 Project Operations: Feature 6

Copy Quotes and Contracts Across Legal Entities in D365 Project Operations

Do you have multiple legal entities that share similar work streams, quoting, or types of projects? For the next item on Tasha’s Top 10 New Features for D365 Project Operations: Copy Quotes and Contracts Across Legal Entities. This feature is designed to enhance efficiency and accuracy in managing quotes and contracts, especially for organizations operating across multiple legal entities.

What is it?

This feature empowers you to explicitly indicate and define the desired target legal entity, customer, and business unit during the process of duplicating or replicating a quote or contract. This capability is crucial for organizations that need to reflect alternate delivery models across different legal entities.

Business Value

When quotes and contracts are created, they are associated with a specific legal entity. For customers deploying resource and non-stocked scenarios, there may be a need to recreate these records in a new legal entity. This feature provides the flexibility to do just that, ensuring that your quotes and contracts are accurately managed within their respective contexts.

Special Details

With this functionality, our platform ensures you have complete control and flexibility in specifying the precise entities and units involved in the replication process. This not only enhances efficiency but also improves accuracy in managing quotes and contracts.

Using Copy Quotes and Contracts Across Legal Entities

Here’s a quick guide to help you get started:

Go to Data Management Workspace.
Select Copy into legal entity.
Choose Source and Target Select the source legal entity and the target legal entities.
Add Entities Add the desired entities to copy.
Execute Copy Click Copy to Legal Entity to complete the process.

By following these steps, you can leverage the full potential of this feature, ensuring that your quotes and contracts are efficiently and accurately managed across different legal entities.

Conclusion

Copying quotes and contracts across legal entities is a powerful feature that enhances operational efficiency and accuracy in D365 Project Operations. By providing complete control over the replication process, it ensures that your records are managed effectively within their respective contexts. If you have any questions or need further assistance, feel free to reach out!

Stay tuned for more updates and tips on leveraging this awesome feature in D365 Project Operations.

Happy quoting!