Enable Dual‑Write synchronization of the Project Manager and allow native filtering by Project Manager in the Revenue Recognition workspace
In Dynamics 365 Project Operations and Dynamics 365 Finance, the Project Manager is a core attribute used throughout project delivery, reporting, accountability, and steering.
However, two limitations currently prevent organizations from fully leveraging this key informa...
Design Change Request: Option to Retain Item-Level Default Financial Dimensions When Adding Lines to a Project Purchase Order
In the current design of the Project management and accounting module in the Finance and Operations application, when a purchase order is linked to a project, users are prompted to decide whether the vendor’s default financial dimensions on the purchase order header should be overridden with t...
Project Stage explanation for workflow
When I submit a change to a project status, I routinely have approvers reach out to me to ask "What am I approving?"
I can't see the workflow itself, but I can only assume that it is difficult to identify what is being changed when I submit a change in project status
Built in Function to recalculate commitments
It would be great if there were a way to recalculate commitments for projects and project contracts.
In the past, we've had cause to recalculate PO amounts using:
Procurement and Sourcing > Periodic > Cleanup > Correct PO Lines ...
Enable Data Management Framework (DMF) and Excel Add-in Support for Project Ledger Posting Definitions
Currently, the Project ledger posting definitions in Dynamics 365 Finance and Operations cannot be updated or maintained using the Data Management Framework (DMF) or the Excel Add-in.
This limitation poses challenges when user...
[Project management and accounting] ZATCA (SA): Project invoices with 0,00 amount
On the process of submission of invoices to ZATCA there is a diference when there are lines with 0,00 amount.
The Free Text Invoices are submitted but the Project invoices returns an error related with Tax (even with a Sales tax code, because the base amount is 0 some informat...
Add batch processing mode for the Project transaction adjustment function
Currently, the Project Transaction Adjustment functionality in Dynamics 365 Finance and Operations does not support batch processing. This limitation poses challenges when users need to adjust a large volume of project transactions, as the process may be interrupted due to bro...
Preserve Vendor Reference on Adjusted Project Transactions
Actual Outcome:
Currently, when a project transaction is adjusted in Dynamics 365 Finance, the vendor's name and id from the original transaction is removed—even though the original transaction included this detail. This behavior differs between expense and item transact...
Create adjustment in project transactions to subprojects using 2 decimal precisions,
When attempting to split project transactions to subprojects using 2 decimal precisions, and totaling 100.00%, receiving the error "Total quantity for all adjusted lines must equal the quantity in the original line, This is when the Qy to be distributed are values ​​with 2 decimals,...
Dynamics 365 Project complementary service orders ledger main account tracking
Wish there is an option to track complementary project service orders for purpose to easily visualize standard service orders from complementary or courtesy.