Project Funding Rules
In ScopeTechnical: ProjFundingRule | ID: D365FO-PRJ-PROJFUNDINGRULE-PROJECT_FUNDING_RULES
See how this object fits into Projects
Review the broader sequencing and dependencies for this domain
Migration Details
- Complexity
- Medium
- Sequencing
- Stage 2 - Dependent Master Data
- Typical Sources
- ERPLegacy
Classification
- Object Type
- dictionary
Target Structure
- Load Approach
- Table
- Target Objects
- ProjFundingRule
Field Definitions(5)
Rules & Considerations(23)
validation
constraint
Sample Load Data(4)
| _scenario | ProjectIdR | FundingRuleIdRPK | ProjContractIDR | FundingSourceIdR | AllocationPercentR | Module | LineNum | RuleType | PaymentTerms | EffectiveDate | SalesTaxGroup | ExpirationDate | TransactionType | ItemSalesTaxGroup | DefaultDimensionDisplayValue | MaximumAmount | PaymentMethod | InvoiceCustomerAccount |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Example values from field definitions | PROJ-BUILD | 1 | PC-SERV-001 | US-001 | 100.00 | Proj | 1.00 | Percentage | NET30 | 2023-01-01 | CA-PST-BC | 2154-12-31 | Revenue | STANDARD | Department_SALES | — | — | — |
| Split allocation for project hours, customer A (70%) with amount limit, specific invoicing customer | PROJ-RND | 10 | PC-RND-002 | EU-005 | 70.00 | Proj | 1.00 | LimitByAmount | — | 2023-03-01 | — | 2024-03-31 | Hours | — | CostCenter_RND-Department_ENG | 50000.00 | BANK | EU-010 |
| Split allocation for project hours, customer B (30%) without limit | PROJ-RND | 11 | PC-RND-002 | US-002 | 30.00 | Proj | 2.00 | Percentage | NET60 | 2023-03-01 | — | 2024-03-31 | Hours | — | CostCenter_RND-Department_ENG | — | — | — |
Example values from field definitions
- ProjectIdR
- PROJ-BUILD
- FundingRuleIdRPK
- 1
- ProjContractIDR
- PC-SERV-001
- FundingSourceIdR
- US-001
- AllocationPercentR
- 100.00
- Module
- Proj
- LineNum
- 1.00
- RuleType
- Percentage
- PaymentTerms
- NET30
- EffectiveDate
- 2023-01-01
- SalesTaxGroup
- CA-PST-BC
- ExpirationDate
- 2154-12-31
- TransactionType
- Revenue
- ItemSalesTaxGroup
- STANDARD
- DefaultDimensionDisplayValue
- Department_SALES
- MaximumAmount
- —
- PaymentMethod
- —
- InvoiceCustomerAccount
- —
Split allocation for project hours, customer A (70%) with amount limit, specific invoicing customer
- ProjectIdR
- PROJ-RND
- FundingRuleIdRPK
- 10
- ProjContractIDR
- PC-RND-002
- FundingSourceIdR
- EU-005
- AllocationPercentR
- 70.00
- Module
- Proj
- LineNum
- 1.00
- RuleType
- LimitByAmount
- PaymentTerms
- —
- EffectiveDate
- 2023-03-01
- SalesTaxGroup
- —
- ExpirationDate
- 2024-03-31
- TransactionType
- Hours
- ItemSalesTaxGroup
- —
- DefaultDimensionDisplayValue
- CostCenter_RND-Department_ENG
- MaximumAmount
- 50000.00
- PaymentMethod
- BANK
- InvoiceCustomerAccount
- EU-010
Split allocation for project hours, customer B (30%) without limit
- ProjectIdR
- PROJ-RND
- FundingRuleIdRPK
- 11
- ProjContractIDR
- PC-RND-002
- FundingSourceIdR
- US-002
- AllocationPercentR
- 30.00
- Module
- Proj
- LineNum
- 2.00
- RuleType
- Percentage
- PaymentTerms
- NET60
- EffectiveDate
- 2023-03-01
- SalesTaxGroup
- —
- ExpirationDate
- 2024-03-31
- TransactionType
- Hours
- ItemSalesTaxGroup
- —
- DefaultDimensionDisplayValue
- CostCenter_RND-Department_ENG
- MaximumAmount
- —
- PaymentMethod
- —
- InvoiceCustomerAccount
- —
Rule Validation Summary
- Source Rule Count
- 23
- Governed Rule Count
- 23