Improvement on the Project adjustment process
When hour transactions or time sheet transactions for a project is adjusted and distributed equally to multiple projects then the process is getting timed out. There is no batch job for this process as well.
Cash advances with fixed priced projects : contract value is not updated correctly when there is both advance and invoice proposal
Currently, there is a problem with fixed-price project estimates i.e., booking full invoice amount to revenues if there was an advance invoice as well, on the project. If the project is complete, 100% estimate needs to be done so that the full invoice amount is booked to revenues. However, becaus...
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
Project Invoice Proposal includes Sales Order Lines partially delivered later than End Date
There are customer scenarios where the business process requires to have multiple Packing Slips/Delivery Notes for a specific Project Sales order line. Accordingly, the customer needs to invoice only delivered items up to a certain date. Currently, when creating a Project invoice proposal and se...
Import forecast into project budget in batch now from multiple projects
Project forecast data can be imported into project budget per project. D365 finops does not allow bulk import of forecast data across multiple projects to activate project budget. Enabling mass import of forecasts from multiple projects will reduce time being consumed in activating project bud...
This is a great idea. We will look at adding this capability in modern Project Operations in an upcoming release wave.
Should be possible to add attachments after a workflow has been submitted
I try to attach files or create notes on Project Quotation after Status created.
The Project Quotation is locked for editing after workflow is submitted and /or Quotation is sent. At this Moment we are not able to attach files to it.
Repro steps:
1. Create Project Quotation
Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.
Sincerely,
Kim Nelson
PM, Microsoft
Project adjustments/changes with Items that have no on-hand inventory.
When a user is doing an adjustment in the project to change the line property or price, it is not allowed to proceed to the item that does not have an on-hand inventory.
We should be able to adjust items/change without needing stock on hand for items we have already consumed/post...
Project Invoicing - Invoice account vs. funding source
Scenario: You have a customer with an separate invoice account on the customer record.
The same customer is setup on a project contract.
When invoicing the project and creating the project invoice proposal and selecting the project contract. The invoice account from the customer ...
Generate Committed Costs for 1 project only
The committed costs can only be generated for the whole company (by their type).
For performance reasons, it would be very useful to have a functionality to generate the committed costs for 1 project only (incl. subprojects). This would allow to have a button in the project fo...
Need to add deduction to project invoice
Business Scenario Company is having a fixed price project signed with one customer with below criteria - Milestone are o First Milestone - 100,000 $ o Second Milestone 200,000 $ o Last Milestone 300,000 $ - Retention term 10% to be deducted from each milestone till the work is completed 100% -...
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 invoice for every delivery note - confirmed date in future
If a Project Sales order is created with a Confirmed Ship date in the future (example 6th November), and the packing slip/delivery note is posted today (5th Nov), then this Sales order does not show up on...
Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.
Regards,
Kim Nelson
Program Manager, Microsoft
Administrator
This is a performance or scale issue. We are planning for this in an upcoming release wave