Project Invoice Proposal creation not working in batch mode
When we create a project invoice proposals with billing rules we will pass the constant start date, end date and invoice date.
When running this in recurrence batch mode on daily basis the system chec...
Add workflow for project expense journal and Item journal
Customer need to add “Project Expense” type in the Ledger Journal workflow. There is no out of box approval workflow for project expense & item journal.
Exchange rate for Chargeable on-account future transactions - FP revenue recognition
Project estimate functionality calculates contract value for on-account transactions in foreign currency following:
- For posted (invoiced) on-account transactions D365 selects exchange rate from invoice
- For chargeable on-account transactions D365 looks up exc...
STATUS DETAILSUnder Review
We are looking to supporting this in a future release wave.
Cancel and correct item requirements SO packing slip
Make it possible to correct or cancel packing slips for project item requirements sales orders. At least if the transaction is posted to non time and material project as there is no connection for the transaction to customer invoicing.
Project timesheet description
Hi, We need the ability to define a posting text that is used for generating the timesheet voucher. At the moment the voucher is simply created with the text 'timesheet'. Users should be able to enter a description instead and if they do not enter it the default description for timesheet posti...
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
Free text invoice project aktivity field
We can activate project field on free text invoice lines, so for time and material projects we can post revenue to the project via free text invoice. But there is no project activity field and we can't post revenue for a specific activity, so we can't create records in ProjRevenueTrans in acti...
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
Select on account for credit note with invoice status "Fully invoiced"
When we have a fixed price project and make an on account transaction, invoice status is "Chargeable". When user makes an invoice proposal and post it, Invoice status is "Fully invoiced".
If user credit the line:
Select for credit note, make a new invoice proposal and po...
Revenue Schedule option to select from which period the revenue schedule should start in Sales order invoices.
Example Given:
Sales order is created on 1st of April.
When revenue schedule for specific periods is selected and sales order is invoiced with a future date (1st of May), the system is adding the revenue schedule period in which the sales order was originally ...
Deferred Revenue transactions on Project are not being recognized as 'Project Posting Type'. Therefore it is not appearing in the Project Profit and Loss report.
I raised this as a bug to MS, but I was told that the Revenue Recognition module currently have limited integration with the Project module. And although MS recognized that this is not ideal, they still need more more customers to raise the same issue before it can be considered to be changed...
Using Deferral schedules in the Invoice register
An ability to use Expense deferral functionality from Subscription billing module in Invoice register journals or Invoice approval journals.
We know that it works with PO invoices and Invoice journals, but we can’t locate any setups for Invoice registers and/or Invoice approva...
Administrator
Expense reports and POs have workflow. Journals are designed or quick entry so request that you consider using source documents when requiring an approval process.