Automaticaly update the total forecast when budget is revised
The estimates in the D365FO project process are only based from total forecast model (or one of the forecasts models), and not from a budget. As many companies in private sector use the budget to track the different revisions (not allowed in the forecast), it means that you must update manually...
Improvements to Ledger Updates (ProjTransPosting) for Easier Reporting
Here are the fields missing from ProjTransPosting that makes reporting more complicated. Many of these same concepts are missing from ProjTransBudget.
- Transaction currency
- Transaction currency amount
- Transaction currency price
- Line property
- Link...
STATUS DETAILSUnder Review
Thank you for the suggestion! This has been added to our roadmap and will be considered for a future release.
Regards,
Kim Nelson
Program Manager, Project management and accounting
Microsoft
Enable project invoice proposal assignment to Project Manager and customer
Invoice proposal workflows could be made stronger by enabling the propsals to be routed to the Project responsibilities e.g. Project Manager, Project Controller as per expenditure reviewers. The solution would also benefit from functionality to route the proposal to specific co...
Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.
Sincerely,
Kim Nelson
PM, Microsoft
Project Item Material Reallocation
User would like to have a method of passing reallocation journal for project materials because the current method for adjustments is treating the adjustment as a return to stores and re-issue.
They need a workable solution that does not change the price of the items that were already is...
Project Budget - Create data entity to support ability to allocate project budgets to periods
Currently when allocating a project budget plan to periods you have a choice of annual, quarterly and by period -This allocated in equal instalments any budget entries. After allocation the user has to re-allocate balances to the correct period if budget values are not evenly distributed - This ...
Unable to delete the unposted subscription fee transactions
Not able to delete the unposted subscription fee transactions. Once subscription fees are created, they seem to be getting posted as they are showing under Project > Posted transactions. The only current way to handle this is through adjusting the price.
There should be 'dele...
Charges are deleted in intercompany process with project invoice.
Charges are deleted in intercompany process with project invoice. Work around / Manually adding the charges will not work when the charges are assigned at line level.
Vendor Invoice Functionality for Projects
It is common for our clients to request the ability to enter vendor invoices against projects using the Open in Excel experience. This is because a vendor invoice can have hundreds of lines which all need to be coded to different projects. However, this functionality is not available in the pr...
Thank you for the suggestion! This has been added to our roadmap and will be considered for a future release.
Regards,
Kim Nelson
Program Manager, Project management and accounting
Microsoft
VAT on invoice amount before subtraction of retention as option
I know you had your challenges with this one. There is issue 280328, issue 3900790, and KB4477531. The end result in November 2018 was that the code was changed so VAT / Sales Tax was calculated using the invoice amount minus the retention. Before the change it was calculated using the full in...
Thank you for the suggestion! This has been added to our roadmap and will be considered for a future release.
Regards,
Kim Nelson
Program Manager, Project management and accounting
Microsoft
Prevent Project from Closure if Posted chargeable transactions exist
In the case of the projects, the system does not throw any validation or warning before closing projects for which posted transactions exist.
The system allows changing the status of the Project to 'Closed' and also allows to re-open of the project with the status 'Released' (or any othe...
We currently have a parameter for Prevent project closure if open transactions exist. This parameter checks for pending transactions and prevents closing of the project if pending project transactions exist. If you can add any more scenarios or details to consider, we will consider those in an enhancement to this parameter or do something else.
To help us in our review process, we’re requesting votes from the community to help us understand the importance of this functionality. This posting is provided “as is” with no warranties, and confers no rights.
Administrator
Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.
Sincerely,
Andy Choi
Program Manager, Project management and accounting
Microsoft