19

Discount on the total amount of the estimate.

There is a manual discount in quotedetail, but not in quote. Therefore, it is not possible to make discount adjustments on the total amount of the estimate.

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Category: Project Sales, Billing, Pricing and Costing (56)

STATUS DETAILS
New
2

Project Budget Revision difference between Front end View vs. Detailed view - table rec ID overlap issue - Microsoft Reference - FinOps - 875531

Microsoft Reference - FinOps - 875531


Project Budget Revision difference between Front end View vs. Detailed view - table rec ID overlap issue


we have worked on the table records and noted below bug in the code, could you please help us to fix...

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Category: Project Sales, Billing, Pricing and Costing (56)

STATUS DETAILS
New
1

Transaction Adjustment for Zero Dollar Transactions

We would like to be able to use the transaction adjustment process when we need to moved transactions to a different project even through the dollar amount is zero. We still need these to show on the right project and it would be easier to use this process instead of having to create a journa...

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Category: Project Sales, Billing, Pricing and Costing (56)

STATUS DETAILS
New
1

RESTORE CUSTOMER ADVANCE PAYMENT IN FIXED PRICE PROJECTS

This feature was prevented in flight 10.0.31 - its very difficult to find any documentation, nor any reason why.

Why would anyone assume this was a good idea? Almost all projects start with a customer advance


If the user instead raises an advance invoice using on-accou...

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Category: Project Sales, Billing, Pricing and Costing (56)

STATUS DETAILS
New
2

When creating a project invoice by selecting multiple project sales orders, the sales tax calculation is not compatible with the Japanese invoice system.

The Japanese invoice system does not allow for sales tax to be calculated on a sales order basis. Sales tax is required to be calculated per invoice.


When creating a project invoice, it is possible to select multiple sales orders and combine them into one invoice.

In thi...

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Category: Project Sales, Billing, Pricing and Costing (56)

STATUS DETAILS
New
23

Quote/Project Contract Lines to use same Pricing Engine as Project Estimates

Scenario: In our organization, we frequently deal with multi-year tasks where both cost and sales rates are updated on an annual basis. To improve our operational efficiency and maintain better traceability of changes, we propose the following enhancements to the Price List management and reca...

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Category: Project Sales, Billing, Pricing and Costing (56)

STATUS DETAILS
New
1

Ability to add charges to project quote

Hello,


I would like to be able to create charges (ie transport cost or other cost) on a project quotation like we can do on a normal sales quotation. It would improve the consistency in the way of work in our organisations.

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Category: Project Sales, Billing, Pricing and Costing (56)

STATUS DETAILS
New
1

Unvalued intercompany hours for an internal type project

When a timesheet is created, submitted(workflow) and posted from a lending company to a borrowing company with project type used “internal”, and checking the borrowing company project(type “internal”) pending transaction, we noticed that the sale price valued...

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Category: Project Sales, Billing, Pricing and Costing (56)

STATUS DETAILS
New
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 (56)

STATUS DETAILS
New
14

Project quotation and project quotation confirmation improvements

The project quotation and the project quotation confirmation documents are based on the same BDM document in Dynamics 365, which makes it impossible to differentiate these documents. When sending a project quotation confirmation you need to state that it is a confirmation. "A confirmation shou...

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Category: Project Sales, Billing, Pricing and Costing (56)

STATUS DETAILS
Declined