36

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 (47)

STATUS DETAILS
Under Review
19

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 (47)

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 

6

The Accounts receivable parameter setup "Exchange rate date" for Date of VAT register should be considered in Project management and accounting module

The parameter "Exchange rate date" in the Accounts receivable parameters setup should be considered also for Project invoices/ invoice proposals in the Project management and accounting module.

This is working within a Sales order but not when a Project sales order. This causes inconsist...

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2 Comments

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Category: Project Sales, Billing, Pricing and Costing (47)

STATUS DETAILS
New
1

Due date for Customer Retentions on Project accounting invoices

Currently, we are able to add a Retention percentage for T&M and FP projects. This calculates and posts the amount of Retention.

However, there is no visibility as to due date for these Retention amounts. Not all Retentions are available to be claimed after the end (or only after the end...

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0 Comments

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Category: Project Sales, Billing, Pricing and Costing (47)

STATUS DETAILS
New