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...
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.
Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap. Sincerely, Annette Bruer, PM, Microsoft
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.
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
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 ...
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...
Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.
Regards,
Kim Nelson
Program Manager, Microsoft
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...
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
Enable reason codes for GL journal lines of type Project
Customer would like to have the Reason code used for the project accounting and management module.
In General ledger > Journal setup > Financial reasons there are a reason codes that we use when posting GL journal lines. It is suitable to be used only for Ledger, Asset, Bank, ...
Thank you for this idea. We will investigate and consider it for an upcoming release wave
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...
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
Allow assignment of order lines from different orders to the same project
There are situations where part of a project needs to be invoiced via an order A and a different part of the project via an order B.
e.g. because of different conditions for the different parts of the project like reduced project prices for certain tasks or different payment terms.
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...
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