Project-Level Payment Visibility Enhancement

Overview

The client required greater visibility into project-level cash flow. Standard D365FO functionality applied payments only to invoices, limiting insight into which projects were fully or partially settled.

DAX developed a custom enhancement enabling customer payments to be applied directly at the project level.

Scope

• Identified gaps in standard payment application processes
• Designed logic to associate payments with project references
• Ensured compatibility with existing invoice and payment workflows

Key Activities

• Requirement Analysis: Defined project accounting visibility requirements
• Solution Design: Architected payment-to-project mapping logic
• Development: Built X++ extensions to associate payments with projects
• Testing & Validation: Conducted unit, integration, and UAT testing
• Documentation: Updated technical and functional designs
• Stakeholder Coordination: Validated alignment with finance and accounting teams

Outcome

• Improved project-level financial transparency
• Enhanced cash flow tracking and reporting
• Maintained full compatibility with standard D365FO processes