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.
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...
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
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.
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
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...
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
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...
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
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...
This capability has been added to modern Project Operations as part of Project Budgeting and Time-phased forecasting feature
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 ...
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
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.
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...
Partial elimination
When eliminating the value of an investment project towards a fixed asset, it is not possible to eliminate only a part of the value amount. Because of this it is not possible to do multiple eliminations to different fixed assets, which should be possible. For example when an investment project...
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
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