Intercompany sales order/Purchase order project ID
Intercompany scenario between two legal entities that are setup for intercompany sales and purchases. When a project related intercompany purchase orders is created the corresponding Intercompany sales order is created but D365 must allow the Project ID to be selected on the intercompany Sales or...
Project management and accounting feature required to calculate a percentage mark-up on actual purchase cost
For Constructions industry, most of the contracts with the end customers require to recognize costs as soon as possible and to charge those costs onto their customer. This also serves a cashflow requirement to recover costs as soon as possible. The end customer also audits the client system and r...
Price Group cannot be attached on funding source at project contract level
When using price groups to define sales prices for a customer, we would like to have the possibility to attach the price group on the funding source (which is the customer) on the project contract form. With the current operation of Dynamics, it is only possible to attach the price group at the...
System prompts for credentials every time, when customer is trying to open a WBS through MS Project Integration
Customer would like to have the ability to save the already entered login credentials for at least 24h or at least to login only once.
Resource name not updated after being modified in Global address book
Whenever customer is modifying the worker name from global address book it should impact the related project resource. This is the product suggestion for Design limitation 427558
On-Account Project Budget
At the moment is not possible to convert an on-account forecast transactions into a project budget transactions (same as converting hour , expense, etc forecast transactions). This should be available in order to have the revenue budget for fixed price milestone based project revenue. At the mome...
Adjust transactions log/report
The adjust transactions process (Project management and accounting > Periodic > Transactions > Adjust transactions) needs to have some sort of log or way to view exactly what has been done. This could be a report to be produced within the posting process, or it could be a grid page th...
Additional resource type in Project Management and Accounting Module
The only resource type in Project Management and Accounting module is Worker but most of the customers need to plan not only workers but aslo machines, equipments etc. In the Production Control module we can assign machines, equipments and employees etc. Same structure should be provided in th...
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 intercompany for trading
In Company 1 (selling company), there is project 1A. While in company 2 (manufacturing) there is Project 2B. For Project 1A, a project sales order to final customer can be created. Then using this project sales order 1A, an intercompany Purchase order is created to company 2. the created Inter...
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
Add project committed costs entity
Project committed costs are currently not exposed via data entities. This information is exposed to a lot of the standard SRSS reports and forms. Exposing this data via data entity would enable great and necessary reporting capabilities.
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
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