47

Send e-invoice automatically during posting of project invoice proposal

Extend the functionality of posting a project invoice proposal with the possibility to send the project invoice as an electronic document during the posting. (just like you can select the option to print the document during posting) With the current functionality a user has to post the invoice ...

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1 Comments

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Category: Project Invoicing (51)

STATUS DETAILS
Under Review
38

Implement "Prices include Sales tax" on Project journals and Project SO

In B2C scenarios where Microsoft Dynamics 365 for Finance and Operations is the backend from Dynamics for Sales and Field Service, sales prices will come to Project transaction journals with Tax included. 

The "Prices include Sales tax" feature exists on GL journals and normal...

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3 Comments

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Category: Project Invoicing (51)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.

Regards,

Kim Nelson

Program Manager, Microsoft 

 

30

Intercompany Financial dimension in the Project module

Using a financial dimension to tag Intercompany or group transactions can be helpful to identify revenue and cost transactions for elimination when consolidating companies or setting up elimination columns in Financial Reporting. This financial dimension (IC) works as expected for sales orders...

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0 Comments

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Category: Project Invoicing (51)

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 

29

Allow assignment of order lines from different orders to the same project

There are situations where part of a project needs to be invoiced via an order A and a different part of the project via an order B.

e.g. because of different conditions for the different parts of the project like reduced project prices for certain tasks or different payment terms.

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0 Comments

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Category: Project Invoicing (51)

STATUS DETAILS
New
24

Possibility to create an invoice when there are no transactions ready for invoice

When there are no transactions (time, expenses or milestones) ready for invoice it is not possible to create an invoice. You can create an invoice manually with function '+ New' but this will create an invoice without Project Based Invoice Lines. In some cases you want to create an invoice when...

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0 Comments

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Category: Project Invoicing (51)

STATUS DETAILS
Under Review
Ideas Administrator
Could you clarify the scenario when you need a draft project-based invoice when no transactions are avaialble to invoice?
16

Totals from the Intercompany Customer Invoice differs from the automatic generated pending vendor invoice totals due to duplicated line numbers within the CustomerInvoiceTrans

To invoice for example a timesheet transaction with sales taxes in an intercompany customer invoice AND using there the standard function “Add line” will lead to a bug that the total amount from the intercompany customer invoice will differ from the automatic generated pending vendor invoice t...

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1 Comments

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Category: Project Invoicing (51)

STATUS DETAILS
New
13

Include a Purchase Order reference column for Order and Invoice for integrated and Lite deployments

As a project manager, I want to add a Purchase Order reference number on an Order, so that my customer's financial department is able to match our invoice with their PO reference number. Technical: Column on Order to which a PO reference can be entered. The value is carried over to a created pro...

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1 Comments

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Category: Project Invoicing (51)

STATUS DETAILS
Needs Votes
Ideas Administrator
As reviewed on Jun 2nd 2021
9

Ability to cancel a project invoice proposal in F&O which also cancel the equivalent draft invoice in CE

What is required: - Ability to cancel a project invoice proposal in F&O which also cancel the equivalent draft invoice in CE. Problem statement: - Currently in the CE-FO integrated projects operations scenario, when a draft invoice is confirmed in CE and resulted in a project invoice proposal a...

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0 Comments

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Category: Project Invoicing (51)

STATUS DETAILS
Needs Votes
Ideas Administrator
Soliciting more votes on this idea. 
4

Multi company processing of intercompany customer invoices for stocked/production deployment scenario

Idea is to triggering IC invoices in D365 related to the creation of intercompany customer invoices in the case of stocked/production projects related to time recorded cross company.

Right now, this needs to be handled company by company in D365. For a shared service center, with the mas...

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0 Comments

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Category: Project Invoicing (51)

STATUS DETAILS
New
2

Reintroduction of invoice summary in the project invoice proposal grid footer

In MS DAX 2012 there was a view under the project invoice proposal grid that allowed users to view an invoice summary without going into each invoice project proposal. On D365 we are not having this view.

Customer have tried alternatives to the above with enabling the “New invoice summar...

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0 Comments

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Category: Project Invoicing (51)

STATUS DETAILS
New