Change Requests added to existing Project Contracts rather than creating new ones
It should be possible to go through the sales cycle (Opp->Quote->Project Contract) with a change request, then at Quote Won, associate it with an existing Project Contract rather than needing to create a new Project Contract. Project Contracts can have many lines so why can't we just add whateve...
Project quotation and project quotation confirmation improvements
The project quotation and the project quotation confirmation documents are based on the same BDM document in Dynamics 365, which makes it impossible to differentiate these documents. When sending a project quotation confirmation you need to state that it is a confirmation. "A confirmation shou...
Establish guard-rails in task-based billing to prevent lost Unbilled Sales Actuals, when msdyn_includedtasks is se to "Selected project tasks only"
Currently, when msdyn_includedtasks on an Order Line is set to "Selected project tasks only", there's a big risk that time entries will not result in an Unbilled Sales Actual. This can happen if:
- Chargeable Tasks have not been set on an Order Line.
- Project T...
STATUS DETAILSNeeds Votes
Project Budget Revision difference between Front end View vs. Detailed view - table rec ID overlap issue - Microsoft Reference - FinOps - 875531
Microsoft Reference - FinOps - 875531
Project Budget Revision difference between Front end View vs. Detailed view - table rec ID overlap issue
we have worked on the table records and noted below bug in the code, could you please help us to fix...
Administrator
This functionality has changed in the moder Project Operations.