13

Add the Product Search feature on Project sales transactions

Same as the Sales transaction processes for Sales quotation and Sales orders, it would be really helpful to add the Product Search feature for the following Project Sales transaction forms: - Project quotation - WBS - Item requirement By adding this feature, it would help a lot the user to ident...

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Category: Project management (482)

STATUS DETAILS
New
28

Differentiated sales tax when using multiple funding on projects

One can set up multiple funding sources of type customer for a project contract. If one customer is placed in our own country, domestic sales tax applies. If another customer is places in a foreign country, export sales tax applies, e.g. EU sales tax. This cannot be handled for project transactio...

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0 Comments

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Category: Project management (482)

STATUS DETAILS
New
1

Make Estimate Date dynamic for the Create/Calculate estimate batch jobs

The Estimate date parameter when running the Project management and accounting>Periodic>Estimates functions (especially Create estimate and Calculate estimate) are not dynamic. I was told they do not change based on the Period code chosen. This means that you have to setup multiple batch jobs whe...

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Category: Project management (482)

STATUS DETAILS
New
13

Uploading a file through Attachments (Pin button) in Work breakdown structure to be possible

The upload of a file using the Attachments (the pin button in the right corner) or the shortcut Ctrl+Shift+A in Work breakdown structure fails, throwing the following error: 'Upload of 'DocName' failed. Information in request is invalid'. The issue occurs regardless of the type of the file. Custo...

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Category: Project management (482)

STATUS DETAILS
New
2

Have the ability to choose where the Cost and Sales price can be pulled from when copying the Project Sales Quotation

Our customer has a requirement to have the ability to allow the user to copy a project quote and it picks up the customer pricing instead of copying the existing quote price or the latest price instead of the unit prices on the original quotation.

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Category: Project management (482)

STATUS DETAILS
New
10

Price Group cannot be attached on funding source at project contract level

When using price groups to define sales prices for a customer, we would like to have the possibility to attach the price group on the funding source (which is the customer) on the project contract form. With the current operation of Dynamics, it is only possible to attach the price group at the...

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Category: Project management (482)

STATUS DETAILS
New
1

Project investment contributor percentages

It would be nice to future feature the option to visualized project investment contributor percent percentages in addition to amounts. Not visualizing contributor percentages from a project investment, user may potentially track investment percentages outside the system. Featuring contributor p...

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Category: Project management (482)

STATUS DETAILS
New
0

Number Sequence Group at Project Invoice posting level

At Project Invoice posting level there should be a facility to select a number sequence group based on which the system will pick up the number sequence for the invoice number. There may be requirement that a particular invoice with certain properties like certain Dimension number should have d...

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Category: Project management (482)

STATUS DETAILS
New
1

Allow Item Requirements on projects, where the project contract has more than one funding source.

When working on a project, where there may be more than one funding source, we would like to be able to add or edit item requirements.

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Category: Project management (482)

STATUS DETAILS
New
10

System prompts for credentials every time, when customer is trying to open a WBS through MS Project Integration

Customer would like to have the ability to save the already entered login credentials for at least 24h or at least to login only once.

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0 Comments

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Category: Project management (482)

STATUS DETAILS
New