Raise and expense entry for a Fixed Bid Project in D365 PSA

Let’s consider a scenario where we need to raise an expense entry for a Fixed Bid project. PSA by definition does not charge for expenses. If you want to have fixed price for the project and expense to be charged for other things, you need to do it via adjusting the contract. Follow the steps … Continue reading Raise and expense entry for a Fixed Bid Project in D365 PSA

Error while qualifying a Lead in D365 PSA

Frequently we get an error while we try qualifying a lead in PSA you get an error, "OrganizaionServiceFaultSyste,.ServiceModel.FaultException'1.........................." It also says, Parameter name: You must select a PriceList before Saving. The solution to that issue is as per below. We had to write a small script to set a default PriceList on the Load of … Continue reading Error while qualifying a Lead in D365 PSA