HSO | ProServ

Configure

Parameter Setups

The below form provides options to setup the information required for project integration from Project Service Automation application (PSA) to Microsoft Dynamics 365 for Finance and Operations.

Go to projects360 integration > Setup > projects360 integrations parameters > Projects.

Fields available on the form are as follows:

  • Synchronize with PSA – This checkbox enables or disables the Project integration from Project Service Automation application (PSA).
  • UI control – This checkbox controls view of Project Service Automation application (PSA) data and provides navigation to view the Project Service Automation application (PSA) data from Microsoft Dynamics 365 for Finance and Operations workspaces, Integration logs and Projects.
  • Last execution date time – Initially the Last execution date time field will be editable. After the first execution this field will not be editable and displays the most recent execution date when a user runs periodic process for integrating data. Once the record is updated in the Project Service Automation application (PSA), this date will be reset to the modified date of the Project Service Automation application (PSA) record. The modified data will be retrieved from Project Service Automation application (PSA), from last execution date time to the current system date time.
  • Number sequence type – Provides the option to use the number sequence for projects either from Microsoft Dynamics 365 for Finance and Operations number sequence or from Project Service Automation application (PSA). Since we don’t have the project ID’s\numbers on the Project Service Automation application (PSA), please use this as AX to avoid the errors.
  • Project Groups – Project Groups are not available in Project Service Automation application (PSA), so parameters were added at Project+ integration parameters setup for Fixed price, Time and material and Internal Projects as a default value to be used during integration process for Project.
  • Allow adjustment transactions – For the integrated projects, standard adjustment was not allowed so parameters were added at Project360 integration parameters which allows to perform standard adjustment for integrated projects.