85

Add possibility to create RMA from a project as an item task

Currently it is not possible to create a return order as an item task underneath a project. Als a return order cannot  be related to a project. This would be a nice feature to add to D365 for Finance and Operations.

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9 Comments

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Category: Project Invoicing (66)

STATUS DETAILS
Under Review
Ideas Administrator

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

3

Bill to and Ship to address based on Invoice account can be provide feasibility for Project Invoices

We have a scenario where Bill to address is different than ship to address. As per conversation with MS Support team, they suggested to use Invoice Account functionality. When we are trying to use Invoice account functionality for project invoices, we found out that it is not working for PMA n...

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0 Comments

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Category: Project Invoicing (66)

STATUS DETAILS
New
1

Add Line Property to Create Fee option inside Invoice Proposal

This is for Finance and Operations Dynamics in the Project Management and Accounting module. When creating an invoice proposal there's an option to create a fee. However, you cannot choose the line property of the fee. This can create scenarios where the default line property of the project is...

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1 Comments

Read more... 1 Comments

Category: Project Invoicing (66)

STATUS DETAILS
New
1

Project Invoice Proposal - Funding Sources

On our projects, we know the milestones up front as these are generally agreed upon, but who pays for each milestone changes during the life of the project. For example, initially Customer A may pay for the 1st 5 milestones, but then they transfer ownership over to Customer B to complete the p...

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0 Comments

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Category: Project Invoicing (66)

STATUS DETAILS
New