149

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...

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16 Comments

Read more... 16 Comments

Category: Project management (591)

STATUS DETAILS
Planned
2022 Release Wave 2
Ideas 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 

102

Change project contract

A recent update based on KB3178570 made it impossible to change the project contract after project transactions were made. This was done to prevent a problem in a specific scenario. However, this also caused a regression in functionality. All information from the project contract is sto...

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5 Comments

Read more... 5 Comments

Category: Project management (591)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.

Sincerely,

Kim Nelson

Program Manager, Project management and accounting

Microsoft 

91

Create Data Entity for Estimate Projects (ProjWIPTable)

Create data entity for Estimate Projects (ProjWIPTable).  Without this data entity, the necessary estimate project cannot be loaded and associated for Fixed-Price projects through data migration.

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1 Comments

Read more... 1 Comments

Category: Project management (591)

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 

86

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.</...

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4 Comments

Read more... 4 Comments

Category: Project management (591)

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

78

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 &nbsp;be related to a project. This would be a nice feature to add to D365 for Finance and Operations.

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9 Comments

Read more... 9 Comments

Category: Project management (591)

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

78

Automatic Product Receipt generation in PO Contractors once the Timesheet is posted

Contractors for projects&nbsp;will submit their timesheets and once they are approved and posted, a receipt will be automatically generated in&nbsp;the PO related to that particular contractor. Then, when the invoice comes in, there will be a matching between the time that has been approved fo...

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2 Comments

Read more... 2 Comments

Category: Project management (591)

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

65

Fixed asset creation from projects - allow multiple posting types

Hi, When an asset has been created from the project and additional cost to add life to the asset are incurred in a sub project then D365/AX posts these costs as another 'acquisition'. There is no possibility to select a different posting type such as acquis...

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4 Comments

Read more... 4 Comments

Category: Project management (591)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.

Sincerely,

Kim Nelson

PM, Microsoft

61

Investment projects to create more than one asset - there should be a one to many relationship between the project and fixed asset

At present, an investment project can only be linked to one asset via the Estimation process i.e. there is a one to one relationship between the project and the fixed asset. &nbsp;This is limited. &nbsp;The reality in business is a single project will contribute to more than one asset i.e. the...

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4 Comments

Read more... 4 Comments

Category: Project management (591)

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

61

Provide a TOTAL box on the On-account transactions form

The on-account transactions form holds lines for the different on-account transactions (Milestones, Deductions, Prepayment Journal lines, Beginning balances) depending on the project type. They can be created either via Billing rules or manually.&nbsp; &nbsp; Client may use...

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2 Comments

Read more... 2 Comments

Category: Project management (591)

STATUS DETAILS
Completed
Ideas Administrator

Thanks for submitting this idea.  A new grid control now allows subtotals for amounts on the On-account Project form.  Just right click on the column and select "total this column."  More information on the grid control can be found here:

Grid capabilities - Finance & Operations | Dynamics 365 | Microsoft Docs

Andy Choi

Program Manager, Project management and accounting 

Microsoft 

56

Project approval workflow

Some projects and especially investment projects must often be approved before the work can start. I suggest that a workflow is established for approval of projects. Approval status should be kept on the projects, and posting should only be allowed if the approval is required and has been done...

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2 Comments

Read more... 2 Comments

Category: Project management (591)

STATUS DETAILS
Declined
Ideas Administrator

Thank you for your feedback. This is a great suggestion but we recommend utilzing Power Automate to help with workflow approval processes.

Sincerely,

Andy Choi

PM, Microsoft