Microsoft Dynamics® CRM Training

Configuring Project Service Automation

Video Details
Welcome to Configuring Project Service Automation in Microsoft Dynamics CRM. This video will go over the steps to configuring your solution that you should complete prior to getting started on project creation and adding resources. If you have not yet installed the PSA solution, check out the one-minute Installing the PSA trial solution video, available on the Success Portal. This video will cover the following configuration tasks: • Set up time units • Set up currencies and exchange rates • Create organizational units • Set up invoice frequencies • Configure transaction categories • Configure expense categories The times listed on this screen are the times within the video that each section begins, in case you wish to skip to a specific section. Set up time units To set up time units, click the menu icon along the top of the page, then choose the Settings tile. Within the Business section, click Product Catalog. Choose Unit Groups. Click to open the Time unit group. On the Units tab, click Add New Unit, then change the values as desired. For this example, we will create the "Day" unit, setting Base unit to Hour and Quantity to 8. Click Save and Close. Repeat this process until all necessary units have been added. Set up currencies and exchange rates To set up currencies and exchange rates, click the menu icon along the top of the page, then choose the Settings tile. Within the Business section, click Business Management. Choose Currencies. Click New in the upper left corner of the screen. Click the magnifying glass icon for Currency Code and find the appropriate currency code, based on the country/region. To select it, hover over it and click the check mark to the left of the country or region name. Then click Add. Enter the exchange rate. Click Save and Close. Repeat until all necessary currencies and exchange rates have been set up. Create organizational units To create organizational units, click the menu icon along the top of the page, then choose the Project Service tile. Within the Settings section, click Organizational Units. Click New in the upper left corner of the screen. Enter the desired organizational unit's name. This could be a location, function, or other type of name, depending how your company is organized. Click the magnifying glass icon for Currency and either click to select the desired currency from the list, or click Look up more records and click the check mark next to the desired currency, then click Add. Click Save to activate the record. Within the Cost Price Lists section, click the plus sign to add a price list. Note that you can only add price lists with the Cost context here. In the Name field, click the magnifying glass icon and either click to select the desired price list from the list, or click Look up more records and click the check mark next to the desired price lists, then click Select. Once selected, click Add. Click the Save icon in the lower right corner of the screen. Set up invoice frequencies To set up invoice frequencies, click the menu icon along the top of the page, then choose the Project Service tile. Within the Settings section, click Invoice Frequencies. Click New in the upper left corner of the screen. Enter the desired invoice frequency name. Within the Period field, choose Weekly, Biweekly, or Monthly from the dropdown list. If you specified Biweekly or Monthly, there will be a few additional fields you need to complete. In the Days of run field, choose either weekday of period or day of period to specify when the invoice should be run. If you chose Monthly for the Period field, you'll also need to complete the Runs per month field, choosing how many times per month to run the invoice. In the Invoice Frequency details, hover over the line item and double-click the blue bar to open the details and edit. The page that appears will allow you to edit the name of the invoice frequency detail, the occurrence (be it the first, second, third, fourth, or last), and the weekday. Click Save in the lower right corner of the screen. Click the X in the upper right corner to return to the invoice frequency setup page. Click the Save icon in the lower right corner of the screen. Configure transaction categories To configure transaction categories, click the menu icon along the top of the page, then choose the Project Service tile. Within the Settings section, click Transaction Categories. Click New in the upper left corner of the screen. Enter the desired transaction category name, and complete any other desired fields. Click Save and Close. Configure expense categories To configure expense categories, click the menu icon along the top of the page, then choose the Project Service tile. Within the Settings section, click Expense Categories. Click New in the upper left corner of the screen. Enter desired text in the Name field, then choose an Expense Type from the dropdown list. Click the magnifying glass for the Expense Category field and choose the desired expense category from the list. If you don’t see the desired expense category in the list, choose either Look Up More Records to view additional existing expense categories, or click New to create a new transaction category. If you click New, you'll then need to name the category, choose a Un it Group from the dropdown list, choose a default unit, and then select a Billing Type. Click Save & Close. In the Receipt Required field, choose Optional or Mandatory from the dropdown list. Click Save & Close. Additional configuration tasks include creating product catalog items, creating a price list, and setting up resources. These configuration tasks, due to their complexity, are covered in detail in additional videos, available on the Success Portal. Thanks for watching this video by xRM!

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