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
Percentage field for Project Contract Line Milestones to calculate the price
For Project Contract Line Milestones you need to manually calculate the price for the milestones. In most common cases the milestones are like:
- 20% of the Total amount before start of the project
- 50% of the Total amount at the beginning of the project
- 30% of the Tota...
STATUS DETAILSNew
Cost in Estimates to be fixed
Customer wants the cost to be fixed, not just the amount billed to the customer.
The scenario is that they want to have a fixed cost even if the duration is 20 or 22 working days.
Just like salary per month, if you work April 21 wd and May 22wd, ...
Quick Correct Vendor Invoice Expenses in Project Operations Non-stock
In Project Operations, when a user must correct an expense entry- navigates to time & material backlog - user selects entry, then selects CORRECT ENTRIES - error when trying to correct expenses from vendor invoices that come from FinOps. "Some of the entries that you have selected were...
Sales price - hour End Date
At this time within the SPH file the end date is not operational. Meaning that unless you add a new effective date entry for the same *Role ID> Resource> Project Contract ID> Pricing* the rate does not end ever. The end date within the SPH table is not functional. What we would expect is for t...
Track project sales quotations revision
Project quotation journal should have option to track changes made after sending to customer and their revisions after customer asks for changes and resending new quotation. This function is available in Purchase order confirmation journals. This is very important to get to know customer deman...
Create an additional status for the project contract between Draft and Confirmed
Currently, the project contract can only either be in status Draft or Confirmed. Because after the contract is confirmed it can no longer be edited, Microsoft suggests to keep it in status Draft. That is misleading for Account managers and Project managers. Thefore, a new status should exist b...
Enable custom price lists for Bundles
It should be possible but we are unable to create a custom price list when the price list contains a Bundle product.
User's are unable to apply discounts or custom rates due to this missing feature
Quote Recalculate Button Logic
By default, it is possible to enter a simple amount (priceperunit) on a project-based quote line (quotedetail) when there are no associated quote line details (msdyn_quotelinetransaction). This is perfectly reasonable.
At the quote level, there is a "Recalculate" button (msdyn.quote.butt...
Project management and accounting feature to set up cost - sales price for items.
There should be a function that allows us to set up an automatic cost/sales price for item transaction on projects.
Currently, the standard D365 system allow us to set up a specific cost/sales price or markup for each project/project contract. However, this function is only av...