HSO | ProServ

Periodic tasks

Create actuals in Project Operations

Create actuals in PO periodic process helps in create/update actuals in Project Operations when project transactions are posted/updated in Finance and Operations using dual-write. Only project transactions created in Finance and Operations will be synced. This sync will happen for Hour, Expense and Fee type transactions. This process can be executed in batch as well.

  • A dual-write sync process enables Actual transactions to be transferred from Microsoft Dynamics 365 for Finance and Operations (F&O) to Project Operations (ProOps) via an Entry Journal.
  • The synchronization process utilises journal entries in Project Operations to ensure the creation of actuals is compatible with Microsoft feature setting “BlockUserCreationOfActuals”.

Configuration parameter

  • A project parameter, “Count of Journal Lines in Entry Journal”, allows users to set how many journal lines are included per Entry Journal.
    • If left blank, the system uses a maximum of 30 journal lines per project and per Entry Journal.
    • The maximum allowable value is 30.

Sync Flow Overview

  • The Actuals sync is initiated in F&O using the Create Actuals in PO function.
  • The system creates the journal lines in the Entry Journal for the projects based on the provided value in the parameter containing Cost and Unbilled Sales/ Billed Sales lines for each transaction based on invoice status that is being integrated into the PO and actuals are updated within the project.

Process Illustration

  • The journal entry is set up with 3 journal lines in the Entry Journal.

  • Posted one hour transaction and one expense transaction in FO (Financial Operations).

  • Initiated creation of actuals in PO (Project Operations).

  • As a result, two journals were generated in PO with a time gap of 2 minutes.

  • One journal contains 3 journal lines, matching the parameter settings.

  • A second journal contains 1 journal line, to capture the remaining line(s) that needed syncing to PO.

  • Both journals will be published, and their lines (Cost and Unbilled Sales) will be created as Actuals in the project. These Actuals will include both Cost lines and Unbilled/Billed Sales lines.

Update price lists in PO

Update price lists in PO periodic process helps to create or update price list in Project Operations and this process can be executed in batch as well.

Go to projects360 integrations > Periodic tasks > Project Operations integration > Update price lists in PO

Improved performance during Actuals synchronization from F&O to Project Operations

A new parameter called ‘Number of Projects in batch task’ is now available from the “Create actual transactions PO” process dialog form in F&O.

  • The improved logic will divide the batch process into several threads.
  • Each thread will include the specific number of projects specified in the new parameter.
  • By default, the ‘Number of Projects in batch task’ parameter is set to 100, but users have the ability to adjust this number.