Allow winning a quote into an existing project contract when dealing with contract amendments
Dynamics 365 Project Operations technically supports a 1:N relationship between a project contract and multiple quotes.
However, despite this data model, the application does not allow a quote to be won and applied to an existing contract.
The “clo...
Native support for contract amendments in Dynamics 365 Project Operations
Dynamics 365 Project Operations does not provide a native mechanism to manage contract amendments. In real projects, contracts evolve over time—scope changes, additional work packages, revised amounts, new milestones, or shifted delivery dates. However, the system is built aro...
Contract line with commercial amount rounded and estimates
It's usual in project quotation to round total amount a put a Commercial Rounded amount, nobody will send a project quotation with 10.001,11€
- TM: If you import estimate into a TM contract line you now can Round the amount by apply a Discount.
- FP : but for a f...
STATUS DETAILSNew
Allow customer address changes on confirmed contract
Occasionally, a customer will move premises and ask for future invoices to go to their new address. There are also occasions where a customer receives their first project invoice and their accounts receivable team will request a change to the invoice address.
Since a confirmed...
見積もり画面で顧客変更時の動作改善について
本内容はSRチケット「2512150010000489」にてお伝えした内容です。
現象
Project Operations の見積もり画面で「概要」タブの顧客を変更すると、「顧客」タブに新しい顧客レコードが追加され、既存の顧客レコードも残るため、請求分割率の合計が 200% になります。
この状態で見積依頼明細行を追加すると、同様に顧客レコードが複製され、請求分割率が 200% のままになります。
さらに、この状態で「受注としてクローズ」を実行すると、
「見積もり依頼明...STATUS DETAILSNew
Ability to delete Project Milestones
Once a project milestone is created on the contract line details you cannot delete the record.
There should be an ability to delete the milestone if the status = not ready to invoice, so that if a mistake is made, the milestone can be deleted
Assembly BOM Rollup
Enable users in the Projects module to explode an Assembly BOM, add/remove components, roll back up the BOM to recalc budgets and billable prices, and then generate an Assembly Order from the modified structure. This would streamline engineer-to-order workflows and reduce manual reconciliation...
Request for Weight-Based Charge Allocation Method in Purchase Orders
Microsoft Dynamics 365 currently supports miscellaneous charge allocation only by per line, quantity, or value (net amount), and weight-based allocation is not available as a standard feature except in the Russian localization. This limitation prevents the customer from allocating charges base...
Add Validation or Restriction When Dissociating Tasks from Contract Lines in Task Billing Setup
In the current Dynamics 365 behavior, the system allows a user to dissociate a task from a project contract line in Task Billing Setup even when that task is already linked to confirmed vendor invoices and actuals. This dissociation happens without any warning, validation, or system block.
...Simplify the user experience for Project and Quote Line
Now, the steps to setup a Project the correct way is:
- Create Opportunity & Lines
- Create Quote & Lines or convert Opportunity to Quote & Lines
- Create a Project or copy a Project
- Go back to the Quote line
- Connect the project
- Import the Quote Lin...
STATUS DETAILSNew