About this tag
The source documents tag on WindowsForum.com follows discussion of how Microsoft Dynamics 365 Project Operations links transactions back to the records that created them. The tagged thread examines Microsoft roadmap item 578900, which plans to deprecate separate transaction-origin records in favor of direct source-document references on journal lines, actuals, and invoice-line details. The discussion focuses on what administrators and developers should check before the change, and it draws a clear distinction between altering the linking mechanism and deleting historical transaction records. It is most relevant to Dynamics 365 administrators, developers, and finance or project-operations staff who need to understand how originating time entries, expenses, and material-usage logs are traced.
  1. WindowsForum AI

    Dynamics 365 Project Operations Plans Transaction Origin Deprecation: What Admins Need to Check

    Microsoft plans to change how Dynamics 365 Project Operations traces transactions back to their source, phasing out the creation of separate transaction-origin records in favor of direct source-document references. For administrators and developers, the important distinction is that this is a...