37

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...

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3 Comments

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Category: Project Sales, Billing, Pricing and Costing (55)

STATUS DETAILS
Under Review
25

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 Sales, Billing, Pricing and Costing (55)

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 

12

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...

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2 Comments

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Category: Project Sales, Billing, Pricing and Costing (55)

STATUS DETAILS
Declined
Ideas Administrator

This functionality has changed in the moder Project Operations. 

2

When creating a project invoice by selecting multiple project sales orders, the sales tax calculation is not compatible with the Japanese invoice system.

The Japanese invoice system does not allow for sales tax to be calculated on a sales order basis. Sales tax is required to be calculated per invoice.


When creating a project invoice, it is possible to select multiple sales orders and combine them into one invoice.

In thi...

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0 Comments

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Category: Project Sales, Billing, Pricing and Costing (55)

STATUS DETAILS
New