Restricted Item for the Item Requirement or Sales order from a Project
Hi, we are implementing Dynamics 365 on Premises and our issue/gap and big Anomaly is that the Restricted Item for Regional List does not work for Item Requirement or Sales Order cominig from a Project but it works just for the Sales Order made on the Sales and Marketing module. I think should...
When run Periodic function to create bulk estimates with check mark for beginning balances amounts system create estimates even for project with no beginning balance transactions entries
When create estimate for project for beginning balance transactions and there is no beginning balance transaction in the project still estimated was created with zero amount. System should check if beginning balance transaction already exist and skip this projects. It is unacceptable customer to ...
Estimates from a Project Budget
The current situation is that it is not possible to manage the estimates directly from a Budget, but only from Forecasts. As the business reality is to use Budgets from a Project (Approvals, trace ability,....), and not Forecasts, it is logical to give the possibility to manage the estimates di...
Missing timesheet report should have extended options so a user/batch process can be configured to include/exclude timesheets created in alternative period codes.
Missing timesheet report should have extended options so a user/batch process can be configured to include/exclude timesheets created in alternative period codes. https://msdyneng.visualstudio.com/FinOps/_workitems/edit/445484
Mobil App: Acitivites for hours are sorted by number sequence - but should be sorted by PSP-code
By entering project hours in mobile app, the activities from work breakdown structure (PSP codes) are sorted by activity number from number sequence. No one is able to find his activity to post to with the activity number by number sequence. He needs to sort by PSP code / WBS-code to choose hi...
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
VAT on invoice amount before subtraction of retention as option
I know you had your challenges with this one. There is issue 280328, issue 3900790, and KB4477531. The end result in November 2018 was that the code was changed so VAT / Sales Tax was calculated using the invoice amount minus the retention. Before the change it was calculated using the full in...
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
Vendor Invoice Functionality for Projects
It is common for our clients to request the ability to enter vendor invoices against projects using the Open in Excel experience. This is because a vendor invoice can have hundreds of lines which all need to be coded to different projects. However, this functionality is not available in the pr...
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
Aging by Project Manage
For organisations which run projects as a central piece of their business (Professional Services), the ability to see AR Debt Ageing information by Project is critical. Ageing information is a key business KPI as it indicators customer satisfaction thus to prepare a Aging report by Project/Pro...
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
Ability to export or view WBS tracking view report in excel sheet for analytics
Please provide excel export option or view in excel option for both effort tracking and cost tracking view in WBS tracking view page. This will help project manager to analyze the results in excel.
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
Allowing manual selection of resource when creating fee from Project Invoice proposal
The system should allow you to pick the resource manually when creating fee in invoice proposal. Currently the system automatically populates the resource who is first in the resource/project validation list when resource/project parameter is set as mandatory.
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