Add an entity for un billed milestones
One can import invoiced milestones (on-account milestones) with a beginning balances journal, but not the un-invoiced, open ones. There is a strong need for an entity to migrate ProjOnAccTrans + ProjOnAccTransSale data.
Allow other realtions on Project ledger posting for Intercompany revenue
Allow other relations on Project ledger posting for Intercompany revenue. Currently System is collecting default account ALL/ALL setup. This would allow (besides ALL/ALL) more specific setups by Project and project group for Intercompany revenue Ledger posting setup.
Adjust transactions detailed error messages
When the adjust transactions process (Project management and accounting > Periodic > Transactions > Adjust transactions) halts due to an error, the error message should specify details that can identify which record(s) caused the error. For example, when the error message is that a wo...
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
Improve link between WBS tasks and Activities
To improve the link between WBS tasks and Activities I suggest the following improvements: Currently, WBS tasks create an Activity appointment when the WBS is linked to a project quote but when linked to a project, the WBS tasks will create an Activity of type task. It would be great if users ...
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
WBS level activity status control Not working
As per setup at the WBS level the activities which are manually set to IN progress shall only be seen in the drop-down menu, but user can see all the tree nodes of WBS. System need to consider the status of Activity and accordingly system must filter the data/record as per status
Thank you for the suggestion. We will consider this for a future release.
Regards,
Kim Nelson
Senior Program Manager
Allow to "copy from" sales orders/item requirements when creating quotations
When creating a sales quotation or a project quotation it is only possible to copy from other sales quotations. It would be nice to also allow copy from other actual sales orders or project item requirements.
This is possible on ordinary salesorders/purchase orders, but not on sal...
Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.
Sincerely,
Kim Nelson
PM, Microsoft
Add function to create request for quotation (RFQ) from item requirements
Often companies want or need to have RFQ-round, before creating purchase orders. There is an option to create purchase order from item requirements, but no Request for quotation.
Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.
Sincerely,
Kim Nelson
PM, Microsoft
Committed Cost doesn't update when creating a PO via an Item Requirement on a stocked item
When a Purchase Order for a stocked item is created via the Item Requirement, when confirming the PO committed cost is not created.
This occurs when the Cost Commitments has "Item Requirement" disabled.
Customers do not want this option enabled as it will create a committed cost ...
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
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