Number sequence issue while transferring the Project Quotation to Project.
While transferring the Project Quotation to Project, it's observed the number sequence is not cleared from status list. This allows the system to pick up the already used number sequence for new projects and causing the issues.
Project Management and Accounting is core of custome...
Automatic price quote updates
It would be great to have the ability to automatically update the price of a quote when a team member's role changes in Dynamics 365 Project Operation.
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.
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...
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...
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...
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...
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...
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.
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...