Multiple project stage changes
Hi,
Currently users cannot change the project stages of multiple projects that are not related to each other and arranged in main- and sub-project.
This results in a situation where users have to select one project after the other if they want to close it, which can take a lot of...
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.
Default description for Project -invoice, customer should also contain alias names which by design is not coming in the description.
While creating default description for Project-Invoice, customer, the description is not picking up the alias names after posting mentioned during the creation of the description. The default description was given as : Project Invoice %4 %5 %6 where 4= Invoice proposal, 5= invoice and 6=Name. Aft...
Thank you for this idea. We will investigate and consider it for an upcoming release wave
Support for Internal Project Types
There is no longer a way to attach a 'Project Type' to a project - instead a contract line is associated with a billing method of either T&M or FP. We still need a way of using 'Internal' projects such as Time or Cost where there is no customer billing involved but hours / costs still need to be...
D365 Finance] Improving Project Customer Advance
Within the current version of D365 Finance if a user need, within the project module, to ask customer to advance the system displays a form asking the user to provide two information: 1- Customer advance date 2- Funding source 3- Description 4- Advance amount When you work with multiple fundin...
"Method of Payment" should be displayed on Project contract - Funding sources - Details
On D365 for operations – Application version: 7.2.11792.56024, Platform version: 7.0.4709.41171 – Project contract – Funding source – Details is missing the field “Method of Payment”. Customer is expecting this field to be available on the Funding sources li...
Thank you for the suggestion! We will track and consider this request for a future release.
Regards,
Kim Nelson, Program Manager
Microsoft
Adjusting Invoice Date of invoice prior to posting
Adjusting Invoice Date of invoice prior to posting causes the Due Date to match the adjusted invoice date. When customer tried to change the due date, under project invoice proposal, system is not allowing to change it, please allow this feature in coming future for customer.
Thank you for this idea. We will investigate and consider it for an upcoming release wave
Employee default dimensions in F&O
In the integration journal, the 'resource ID' isn't passed over to F&O (since we don't have resources synchronized as part of the Dual-Write integration,) which means there is no association made with a worker record and therefore no default financial dimensions are picked up from that employee f...
Derive sales tax group form project in Project Free Text Invoice
In project you have the option to derive the sales tax group from the project or via a waterfall method (Project-Project Contract-Customer Account-Search) This option only applies to project sales orders and not to project free text invoices. In the project free text invoices you only have the...
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
Project statement should show posted project revenues
Currently, project revenue postings are considered in the project statement only once they are invoiced.
Ideally, they are already considered as soon as they are posted.
For other project transactions (hours etc), the project statement includes them as soon as they are posted.
Administrator
Thank you for your feedback. Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.
Sincerely, Annette Bruer, PM, Microsoft