Project timesheet policy types
Like the vendor invoice policies, the project timesheet policy should have the option to apply different policies to different scenario’s. For example, if a project resource is associated to a default calendar of 20-hour, this resource doesn’t have to comply with the company projec...
Support Procurement Category within WBS
At present, when creating a WBS with a line type of "item", only inventory items are available to be selected. This should be extended to procurement categories. For a lot of organisations, they raise purchase orders against a project including for subcontracting, and generally procurement cate...
Import forecast into project budget in batch now from multiple projects
Project forecast data can be imported into project budget per project. D365 finops does not allow bulk import of forecast data across multiple projects to activate project budget. Enabling mass import of forecasts from multiple projects will reduce time being consumed in activating project bud...
Project invoice for every delivery note - confirmed date in future
If a Project Sales order is created with a Confirmed Ship date in the future (example 6th November), and the packing slip/delivery note is posted today (5th Nov), then this Sales order does not show up on...
Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.
Regards,
Kim Nelson
Program Manager, Microsoft
Implement discounts functionality at Item requirement
We need to use discount functionality on Item requirement form as current functionality is not supporting and no matter that the discount line group is contains at the header details. This issue is major blocker for any user want to use discounts on Item requirement.
Entity On Account Transactions
The existence of an entity in Data Management that allows importing pending On account transactions with Imputable status (pending of billing)
Disable deleting button for WBS tasks which have posted transactions
Currently in the system it is possible to delete WBS tasks, which have related posted transactions. If we do so, the system does not allow us to publish the WBS and throws an error: You have deleted tasks from the WBS that have actuals reported against them. Publishing has failed and the WBS i...
Reversing Functionality - Project Expense Journal
Project Expense Journals (Project Management and accounting > Journals > Expense) meet the needs of businesses to manually record transactions to the project sub-ledger and the general ledger at the same time. However, auto-reversing functionality is not available for this type of entry. Furthe...
Resource lookup requires at least 3 characters for search in "Task" tab
Current behavior:
When users try to find a resource for a specific Task in the "Task" tab of a Project record, it doesn't show any result (No results found) if they put only 2 characters.
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