Cost comittment on project Timesheet is posted too late
The global rules for cost commitment management in D365 Finance is that this cost is raised for a significative time before the real cost (ex: when purchase order posted, when hours costs entered in journal, when expense entered in expense report,.....). So normally, the committed cost is usefull...
Project Budget Balances as Power BI Report
Project Budget Balances report is very useful detailing Actual (Consumed and Committed) v Budget (Approved and Unapproved) however it only provides information for one project structure and even then it is limited in that you have to click on each sub-project to show the actual v budget agains...
Include transactions of different types (Hour, Expense and OnAccount) in Itrastat. The Intrastat report is incomplete
If users are creating and posts project invoice proposal which may contain transactions of different types (like, On-Account, Hour, Expense, Item), when transactions are transfered in the Intrastat table, only transaction of Item type are shown. Hour, Expense and OnAccount transaction are NOT tr...
Rebate and discount functionality for project quotations
It should be possible to enter discounts on project quotations.
- I want to be able to give discount for a quotation line - not just for items but also hours.
- I want to be able to give a total Discount in %
- And I should be able to make an end price, say instea...
STATUS DETAILSUnder Review
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
Send e-invoice automatically during posting of project invoice proposal
Extend the functionality of posting a project invoice proposal with the possibility to send the project invoice as an electronic document during the posting. (just like you can select the option to print the document during posting) With the current functionality a user has to post the invoice ...
Create Data Entities for Project Quotes
SalesQuotationHeadersV2 and SalesQuotationLinesV2 exist today which allow you create Quotes of type Sales using odata. There are no entities that allow you to create Quotes of type Project using odata.
Make Project Report Sort Fields 1, 2, and 3 available to be added through personalization to the Project List Page
Make Project Report Sort Fields 1, 2, and 3 available to be added through personalization to the Project List Page. The fields can have important data that the customer would want to filter/report on from the Project List page.
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
Implement "Prices include Sales tax" on Project journals and Project SO
In B2C scenarios where Microsoft Dynamics 365 for Finance and Operations is the backend from Dynamics for Sales and Field Service, sales prices will come to Project transaction journals with Tax included.
The "Prices include Sales tax" feature exists on GL journals and normal...
Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.
Regards,
Kim Nelson
Program Manager, Microsoft
Items used in a project owned by another legal entity
On timesheets and expense reports you can address a project in another company and post to these projects. If you consume items, this is not possible. It should be possible to do intercompany item consumption. E.g. you go to your own stock and get a part to be build into a prototype product. T...
Expectations when canceling intercompany transactions
From verson 10.0.13,When canceling an intercompany transaction with Company A's PO or Company B's SO, the Company A's SO associated with it is also canceled. Change the design in a way of providing more flexibility to end-users, either cancelling Company A's SO or keeping Company A's SO with end...
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