4

Feature/ functionality (parameter) that can be enabled that creates project adjustment transactions when project item costs change in the Purchase order invoice.

Wanted to suggest to have a feature/ functionality (parameter) that can be enabled that creates project adjustment transactions when project item costs change in the Purchase order invoice. Using a purchase order as an example, when the receipt is posted, the project transaction is created with ...

Read more...

0 Comments

Read more... 0 Comments

Category: Project Operations for stocked/production order scenarios (22)

STATUS DETAILS
Needs Votes
3

Customer reference and customer requisition fields

Customer reference and customer requisition fields should be available within the project header. These fields should be transferred from the project quotation, when available, and print on the project invoices as all customer invoices require a purchase order and/or reference.

Read more...

0 Comments

Read more... 0 Comments

Category: Project Operations for stocked/production order scenarios (22)

STATUS DETAILS
New
3

Project/Category Validation at the Project Group or Type level

Validation for the project/category relationship should be extended to enable validation at the project type or project group level in addition to the project ID level. This could easily be achieved by providing a Type, Group, or Table option similar to the Project Ledger posting setup. In man...

Read more...

2 Comments

Read more... 2 Comments

Category: Project Operations for stocked/production order scenarios (22)

STATUS DETAILS
New
3

Wrong sales line status on sales order of type item requirement with non-stocked products

If the packing slip for the item requirement with a non-stocked product is posted the line status gets updated with "Delivered" instead of "Invoiced".

In case a credit note is generated for the item requirement and the user changes some information in the item requirement line the status...

Read more...

0 Comments

Read more... 0 Comments

Category: Project Operations for stocked/production order scenarios (22)

STATUS DETAILS
New
3

Project Stages- Add additional

Right now we are using all 8 project stages. Hoping to get this expanded to 10 project stages. Thanks.

Read more...

0 Comments

Read more... 0 Comments

Category: Project Operations for stocked/production order scenarios (22)

STATUS DETAILS
Needs Votes
3

Ability to issue project invoice based on purchase order product receipt

In Project Operations for stocked/production order scenarios there's a possibility to create a purchase order against a project, but you cannot invoice your customer until you get an invoice from the vendor. Our process requires us to be able to invoice at the time of purchase order product recei...

Read more...

0 Comments

Read more... 0 Comments

Category: Project Operations for stocked/production order scenarios (22)

STATUS DETAILS
Needs Votes
2

item title and description in staging journal

Can you add title and description in staging journal lines?

Read more...

0 Comments

Read more... 0 Comments

Category: Project Operations for stocked/production order scenarios (22)

STATUS DETAILS
New
1

Track the expected order value (revenue) against a customer PO value

Within the project record, allow users to input a customer requisition number and the value of the customer PO. Systematically track the variance between the customer value and the sales forecast for the project and alert users if the project is expected to exceed the value of the customer PO....

Read more...

0 Comments

Read more... 0 Comments

Category: Project Operations for stocked/production order scenarios (22)

STATUS DETAILS
New
1

Dynamics 365 Projects Project investments Sales agent commissions Based on costings

Future featuring option to calculate sales agent commissions based on project investment total fixed asset costs, maybe optimum ideal luxury. Not feautring sales agent commissions based on cost, user maybe potentially limited on calculated sales agent commissions on fixed asset sales.

Read more...

0 Comments

Read more... 0 Comments

Category: Project Operations for stocked/production order scenarios (22)

STATUS DETAILS
Needs Votes
1

Dynamics 365 Projects approved grants sales agent commissions

Future featuring option to set customer sales agent commissions baed on granted award letter amounts maybe optimum luxury. Not featuring sales agent commissions based on granted awarded grants, user may only be limited to set sales based on customer item or services sales orders.

Read more...

0 Comments

Read more... 0 Comments

Category: Project Operations for stocked/production order scenarios (22)

STATUS DETAILS
Needs Votes