17

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...

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Category: Project Resource Management (648)

STATUS DETAILS
Under Review
Ideas 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 

17

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...

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3 Comments

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Category: Project Resource Management (648)

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 

17

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...

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1 Comments

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Category: Project Resource Management (648)

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 

17

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...

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0 Comments

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Category: Project Resource Management (648)

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 

17

"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...

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0 Comments

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Category: Project Resource Management (648)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for the suggestion! We will track and consider this request for a future release.
Regards,
Kim Nelson, Program Manager
Microsoft

17

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 &...

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2 Comments

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Category: Project Resource Management (648)

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

17

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...

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0 Comments

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Category: Project Resource Management (648)

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

16

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...

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0 Comments

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Category: Project Resource Management (648)

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

16

Possibility to extract project tracking views in Excel

Customer would like to have the feature to extract project tracking view in Excel.

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0 Comments

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Category: Project Resource Management (648)

STATUS DETAILS
Needs Votes
16

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...

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0 Comments

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Category: Project Resource Management (648)

STATUS DETAILS
Needs Votes