92

Create Data Entity for Estimate Projects (ProjWIPTable)

Create data entity for Estimate Projects (ProjWIPTable).  Without this data entity, the necessary estimate project cannot be loaded and associated for Fixed-Price projects through data migration.

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1 Comments

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Category: Project Revenue Recognition (21)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for the suggestion! This has been added to our backlog and will be considered for a future release.

Regards,

Kim Nelson

Program Manager, Project management and accounting 

Microsoft 

91

Rename the "Estimates" for fixed-price project to "Recognise Revenue"

The word 'Estimates' have always been confusing for clients when is introduced to them first time. In addition a lot of clients use 'estimate' to actually mean the 'quotation'. 

Now that the fasttab which holds the estimate have been renamed to 'Revenue recognition' it will be...

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7 Comments

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Category: Project Revenue Recognition (21)

STATUS DETAILS
Completed
Ideas Administrator

Thanks for submitting this great idea.  We have brought this in to be planned for and priortized accordingly.

Sincerely,

Andy Choi

Program Manager, Project management and accounting

Microsoft 

65

Investment projects to create more than one asset - there should be a one to many relationship between the project and fixed asset

At present, an investment project can only be linked to one asset via the Estimation process i.e. there is a one to one relationship between the project and the fixed asset.  This is limited.  The reality in business is a single project will contribute to more than one asset i.e. the...

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4 Comments

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Category: Project Revenue Recognition (21)

STATUS DETAILS
Under Review
Ideas 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

28

Connect fixed to an investment project

When creating and posting estimates for investment projects through periodic jobs, the posting will fail due to missing reference to the fixed asset. If a fixed asset could be attached to the project in advance the periodic jobs could be posted with the reference to the fixed asset. The field ”F...

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0 Comments

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Category: Project Revenue Recognition (21)

STATUS DETAILS
Under Review
Ideas 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

25

Enhance the Estimate process for Investment type of projects

Enable multiple eliminations or partial eliminations with multiple sources, i.e. allow the user to eliminate an investment project into multiple fixed assets. currently the system limited to one elimination and one Fixed asset only.

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0 Comments

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Category: Project Revenue Recognition (21)

STATUS DETAILS
Needs Votes
Ideas Administrator

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 

23

Revenue Recognition for Project Sales Orders - Recognized revenue only posts to GL and not the project subledger

Consider scenario where Revenue Recognition is enabled . A sales order is created for a time & material project. The sales order line is assigned a revenue schedule. When the invoice is posted from the project, a revenue schedule is created. Upon recognizing the revenue, it only posts an entry...

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0 Comments

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Category: Project Revenue Recognition (21)

STATUS DETAILS
Under Review
Ideas 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

22

Not possible to see the percentage complete on a total level for the whole project

In an earlier version of FO D365 user had the possibility to see the percentage complete on a total level for the whole project. The feature is now gone.

The estimate calculation now requires that the "forecast" is entered for all transaction types and compares only expense against expen...

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0 Comments

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Category: Project Revenue Recognition (21)

STATUS DETAILS
New
20

When run Periodic function to create bulk estimates with check mark for beginning balances amounts system create estimates even for project with no beginning balance transactions entries

When create estimate for project for beginning balance transactions and there is no beginning balance transaction in the project still estimated was created with zero amount. System should check if beginning balance transaction already exist and skip this projects. It is unacceptable customer to ...

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0 Comments

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Category: Project Revenue Recognition (21)

STATUS DETAILS
Under Review
Ideas 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

15

How to post multiple revenue account for fixed price projects

For the fixed price project, there are 2 different products exist. While posting revenue recognition for 2 different items, expecting 2 different revenue recognition based on the product. However currently it is posting to one revenue account.

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1 Comments

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Category: Project Revenue Recognition (21)

STATUS DETAILS
Needs Votes
14

Flag "Eliminate with WIP warnings" to be available through the periodic function.

Customer would like to use the flag "Eliminate with WIP warnings" in "Eliminate estimate" form which can't be used through the periodic function because it's disabled. In short, customer is still convinced that the flag "Eliminate with WIP warnings" is extremely useful in the periodic function, b...

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0 Comments

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Category: Project Revenue Recognition (21)

STATUS DETAILS
Needs Votes