ETO / Projects
Dynamics 365 for engineer-to-order and projects: every job costed, every change controlled.
Business Central and Finance & Operations link quotes, engineering changes, purchasing, labour and billing to each job, so you see margin while the work is still in progress.
Illustration shows example data.
Challenges we solve for engineer-to-order and projects
- 01
Every job is different
Engineering, purchasing and production use different numbers.
With Dynamics 365: Project-linked BOMs, purchasing and production.
- 02
Change orders aren't costed
Customer changes eat margin.
With Dynamics 365: Changes recorded and costed against the project.
- 03
Milestone billing lags
Invoices wait for manual checks.
With Dynamics 365: Billing rules raise invoices at milestones.
- 04
Late visibility of overruns
Overruns are found at job close.
With Dynamics 365: Budget vs actual and forecast by project.
Business Central for engineer-to-order and projects
Usually fits: Engineering and project businesses that need jobs, estimates, project purchasing and progress billing in one system.
Projects with planning lines
Each job budgeted by task, with resources, items and costs compared against the estimate.
Work in progress and margin
WIP calculated per job, so profit is recognised properly and problems show up early.
Purchasing linked to jobs
Materials and subcontract work bought against the job and costed to it automatically.
Assembly and production BOMs
Custom builds assembled or produced from bills of materials tied to the order.
TSL Labs add-ons for Business Central
RecommendedEquipment Rental ManagementProject firms that hire out equipment can manage it in Business Central.
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Fund & Grant ManagementGrant tracking, restricted-fund reporting and donor management built into Business Central.
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Xero Bills ConnectorApproved supplier bills flow from Xero into Business Central as checked purchase invoices.
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Financial Planning & AnalysisBudgets, forecasts and variance analysis inside Business Central.
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Procurement & Contract ManagementRequisitions, approvals and supplier contracts in Business Central.
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Built on demandBusiness IntegrationsConnectors between Business Central and the other systems you use, built on demand for your environment.
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Finance & Operations for engineer-to-order and projects
Usually fits: Engineer-to-order manufacturers that combine project accounting with production, engineering change management and multi-site operations.
Project management and accounting
Project contracts, estimates, revenue recognition and billing rules for complex, long-running jobs.
Engineering change management
Engineering versions and change orders controlled, approved and traced to each product.
Product configuration
Constraint-based configuration builds a valid custom product and BOM from the customer's choices.
Production and multi-site operations
Production orders, routings and resources planned across plants alongside your projects.
TSL Labs add-ons for Finance & Operations
RecommendedMultisource Exchange Rate ManagementProjects priced or sourced in other currencies get checked daily rates in F&O.
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RecommendedLicense ManagementKeep project and shop-floor licence costs under control.
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Document Email ManagementInvoices, statements and purchase orders emailed singly or in batches, with the exact PDF archived and every attempt tracked.
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Built on demandBanking & Treasury AutomationLess manual work in banking and treasury processes in Finance, built on demand for your banks.
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Our advisory service compares both against your processes, size and growth plans.
Questions from engineer-to-order and projects
Business Central or Finance & SCM for engineer-to-order and projects?
Dynamics 365 Business Central usually fits engineering and project businesses that need jobs, estimates, project purchasing and progress billing in one system. Dynamics 365 Finance & SCM usually fits engineer-to-order manufacturers that combine project accounting with production, engineering change management and multi-site operations. Our advisory service compares both against your processes.
Which TSL Labs extensions are most relevant?
For this sector we usually start with Multisource Exchange Rate Management, Equipment Rental Management and License Management. Every extension has its own page with features, documentation and a demo request.
Can you move us from our current system?
Yes. We upgrade from Dynamics GP, NAV and AX and move businesses off spreadsheets or older accounting systems, with a data migration plan agreed before cutover. See GP, NAV and AX upgrades.
How long does an implementation take?
A standard Business Central implementation typically goes live in 6–10 weeks, and Finance & SCM typically takes 13–17 weeks. We confirm scope and timeline before any configuration starts.
Talk to a consultant who knows engineer-to-order and projects
Book 30 minutes, or send a short note about how you work today. We will tell you honestly whether Business Central or Finance & SCM fits, and which TSL Labs extensions are relevant.
Public Sector
Utilities
Distribution
Manufacturing
FMCG
Field Service
Equipment Rental
Nursing Homes & Senior Care
Steel Fabrication
Construction & Projects
Nonprofits & Fund Management
Multi-Location BusinessesTalk to us about Dynamics 365 for engineer-to-order and projects
We'll help you choose between Business Central and Finance & Operations, and show how it fits the way you work.