1

Due date for Customer Retentions on Project accounting invoices

Currently, we are able to add a Retention percentage for T&M and FP projects. This calculates and posts the amount of Retention.

However, there is no visibility as to due date for these Retention amounts. Not all Retentions are available to be claimed after the end (or only after the end...

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Category: Project Sales, Billing, Pricing and Costing (47)

STATUS DETAILS
New
6

The Accounts receivable parameter setup "Exchange rate date" for Date of VAT register should be considered in Project management and accounting module

The parameter "Exchange rate date" in the Accounts receivable parameters setup should be considered also for Project invoices/ invoice proposals in the Project management and accounting module.

This is working within a Sales order but not when a Project sales order. This causes inconsist...

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Category: Project Sales, Billing, Pricing and Costing (47)

STATUS DETAILS
New
7

Business process flow for tables that have a 1:N relationship

Business process flow cannot currently be used for tables that have a 1:N relationship.


For example:

Multiple quotes can be created from an opportunity, but a business process flow can only be applied to one associated quote.

When I click the stage corresponding to...

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Category: Project Sales, Billing, Pricing and Costing (47)

STATUS DETAILS
New
8

Creation of one single invoice while generating the invoice for billing schedule with different projects and the consolidated by customer option is checked.

While creating the billing schedule through the subscription billing module, and moving ahead with generating the Invoice, and marking the consolidated by customer parameter as "yes". The system is generating different sales order and invoice proposal, even the customer is the same for all the...

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Category: Project Sales, Billing, Pricing and Costing (47)

STATUS DETAILS
New
1

Subscription Billing

The subscription billing form is now available with the project after the release of 10.0.32. When the user inserts a line in the schedule then the first field is the item number as soon as the user entered or selects the item number, the system starts giving the alerts for required informatio...

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Category: Project Sales, Billing, Pricing and Costing (47)

STATUS DETAILS
New
4

We want to set the number of digits of a currency type only when displaying a field from a Project operation.

Currently in Dynamics 365, when setting the number of digits for a currency type, it must be set either system-wide or directly in the field. 

 ...

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Category: Project Sales, Billing, Pricing and Costing (47)

STATUS DETAILS
New
1

When a project task is non chargable it should not be calculated in the estimates, it should be zero.

When you set a project task to non chargable it is not calculated in the project total but it is still calculated in the project estimates under sales. When you have a look at the estimates there should only be sales amounts that are realy billable. .


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Category: Project Sales, Billing, Pricing and Costing (47)

STATUS DETAILS
New
8

Allow changing Account / Customer in Project after billed activities have been created

When a billing activity has taken place and the wrong customer was selected within the account field you are not able to change this within the project.

The project order allows changing of the customer so new invoices will go to the right account.

But why not allow us to corre...

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Category: Project Sales, Billing, Pricing and Costing (47)

STATUS DETAILS
Needs Votes
2

Cost price (end date

It would improve the system a lot of there would be 'end date' for the cost price. This is already the case for Sales price. But cost price should also have that option.

This would make it easier to manage. And also helps in the administrative sense.


Hope this is impro...

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Category: Project Sales, Billing, Pricing and Costing (47)

STATUS DETAILS
Needs Votes
4

Project Contract total value not showing in F&O For Fixed Price projects


We have created Project Contract in Project Operations and updated the estimates and Contract value updated in Project Contract line.

Contract value was not showing anywhere in F&O.

At the time revenue recognition only for fixed projects contract value was showing. 

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Category: Project Sales, Billing, Pricing and Costing (47)

STATUS DETAILS
Needs Votes