155

Allow multiple funding sources in conjunction with item requirements

Working with item requirements is not allowed if multiple funding sources are setup in the project contract that is attached to the project.

It would be very helpfull if a design change was made which allowed working with item requirements and/or project sales orders in conjunction with...

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16 Comments

Read more... 16 Comments

Category: Project Invoicing (33)

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 

91

Line discounts on project item transactions and project invoice

There should be line discounts on project item transactions and project invoice in order to invoice items with use of projects item transactions. You often invoice item transactions which originate from project item journals and project purchase orders instead of using a project sales order.

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4 Comments

Read more... 4 Comments

Category: Project Invoicing (33)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap. Sincerely, Annette Bruer, PM, Microsoft

80

Add possibility to create RMA from a project as an item task

Currently it is not possible to create a return order as an item task underneath a project. Als a return order cannot  be related to a project. This would be a nice feature to add to D365 for Finance and Operations.

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9 Comments

Read more... 9 Comments

Category: Project Invoicing (33)

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

45

Send e-invoice automatically during posting of project invoice proposal

Extend the functionality of posting a project invoice proposal with the possibility to send the project invoice as an electronic document during the posting. (just like you can select the option to print the document during posting) With the current functionality a user has to post the invoice ...

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1 Comments

Read more... 1 Comments

Category: Project Invoicing (33)

STATUS DETAILS
Under Review
37

Implement "Prices include Sales tax" on Project journals and Project SO

In B2C scenarios where Microsoft Dynamics 365 for Finance and Operations is the backend from Dynamics for Sales and Field Service, sales prices will come to Project transaction journals with Tax included. 

The "Prices include Sales tax" feature exists on GL journals and normal...

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3 Comments

Read more... 3 Comments

Category: Project Invoicing (33)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.

Regards,

Kim Nelson

Program Manager, Microsoft 

 

32

Differentiated sales tax when using multiple funding on projects

One can set up multiple funding sources of type customer for a project contract. If one customer is placed in our own country, domestic sales tax applies. If another customer is places in a foreign country, export sales tax applies, e.g. EU sales tax. This cannot be handled for project transactio...

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0 Comments

Read more... 0 Comments

Category: Project Invoicing (33)

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

29

Intercompany Financial dimension in the Project module

Using a financial dimension to tag Intercompany or group transactions can be helpful to identify revenue and cost transactions for elimination when consolidating companies or setting up elimination columns in Financial Reporting. This financial dimension (IC) works as expected for sales orders...

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0 Comments

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Category: Project Invoicing (33)

STATUS DETAILS
Under Review
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 

27

Kindly extend Withholding tax to project invoice transaction

Kindly extend Withholding tax to project invoice transaction. Some of the customers will not use sales order. They may consider Project Invoices are used to book revenue on customer. As of now this functionality is not available for project invoice transaction. Please extend it to project invoic...

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0 Comments

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Category: Project Invoicing (33)

STATUS DETAILS
Needs Votes
26

Document date capability to project invoice proposal - related to the project invoice

Document date field is used in free text invoices and it should be also related to the project invoices. Document date calculate right due date to the invoice and accounts receivable and is separate from real system invoice date.

This is important, when you have service industry invoice...

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1 Comments

Read more... 1 Comments

Category: Project Invoicing (33)

STATUS DETAILS
Under Review
Ideas Administrator

Hello -

We have a follow-up question on this suggestion. Are you expecting the invoice date to be the posting date whereas the document date is used to determine any discount and due dates? Do we have the correct understanding?

Regards, Kim Nelson, Senior PM and Annette Bruer, Senior PM 

25

Interest per transaction line is not created for project invoices

Interest per transaction line is not created for project invoices as it is for free text invoices. This is an issue for us since we need to send information connected to the interest code (the description field at the interest code) in our invoice integrations.

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0 Comments

Read more... 0 Comments

Category: Project Invoicing (33)

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