Rebates are not created when invoicing Project sales order
On sales orders type project, rebates agreement are taken into account and we can see the calculated rebate in lines details for each lines that fall into rebates agreements. When invoicing the sales order type projects for which rebates have been calculated in lines details, the rebate is not...
Ability to export project budget balances
Currently from from the project budget balances screen, there is no ability to export via right click and export all rows or by clicking the Microsoft logo and exporting. Additionally there is no data entity to allow for this information to be exported. To reach this screen in question, naviga...
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
Derive sales tax group form project in Project Free Text Invoice
In project you have the option to derive the sales tax group from the project or via a waterfall method (Project-Project Contract-Customer Account-Search) This option only applies to project sales orders and not to project free text invoices. In the project free text invoices you only have the...
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
Project manager, from Project form, should be assigned on workflow approvals of Projects Invoice proposals
On D365forO - 7.3 - The Review Project Invoice proposal workflow cannot be setup to assign the approval to the Project manager setup for the specific Project (Project manager field on the Project form. Currently we can only setup up the workflow to use Participant assignment and select the Sec...
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
"Method of Payment" should be displayed on Project contract - Funding sources - Details
On D365 for operations – Application version: 7.2.11792.56024, Platform version: 7.0.4709.41171 – Project contract – Funding source – Details is missing the field “Method of Payment”. Customer is expecting this field to be available on the Funding sources li...
Thank you for the suggestion! We will track and consider this request for a future release.
Regards,
Kim Nelson, Program Manager
Microsoft
Transferring project transaction attachments to the project invoice
The ability to attach notes to a project transaction and have these notes visible within the project invoice once this transaction has been included in an invoice proposal / invoice.
Repro steps:
1. Go to company USMF in Demo build
2. Go to Project Management and Accounting &...
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
Work breakdown structure: Relation between category on planning with corresponding hour estimate line
As-is:
There is always created an estimate line with the 'Category' on the task (even if 'Effort (hours) is 0.00), and the 'Category' on the task is mandatory.
When you make changes on the task on 'Scheduled planning' and you existing hour estimate lines on 'Estimated costs and r...
Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.
Sincerely, Annette Bruer, PM, Microsoft
Cash advances with fixed priced projects : contract value is not updated correctly when there is both advance and invoice proposal
Currently, there is a problem with fixed-price project estimates i.e., booking full invoice amount to revenues if there was an advance invoice as well, on the project. If the project is complete, 100% estimate needs to be done so that the full invoice amount is booked to revenues. However, becaus...
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
Possibility to extract project tracking views in Excel
Customer would like to have the feature to extract project tracking view in Excel.
WBS do capture the progress percentage on the lines.
WBS doesn't capture the progress percentage on the lines. Currently it is only 100 or 0 and it can only marked as 100 when the activity is marked complete. It would be better if it can track the progress percentage from other transactions also (expenses, purchases). So the WBS can be automatical...
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