1

Posting correction on item journal in project management and accounting module

Customers are looking for the correction of the Item journal in the Project module.

This is already implemented as a part of localizations of EEUR countries; however, this option is not available for the legal entity SLOVENIA. This is required as part of legal obligation...

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Category: Project Invoicing (51)

STATUS DETAILS
New
1

Add 'Hide child item' functionality to Project Invoicing

We are in the process of setting up Subscription billing in a lower environment. We plan to keep our current sales process which includes, Sales orders integrate into FinOps and are automatically associated with a project. All of our invoicing is completed...

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Category: Project Invoicing (51)

STATUS DETAILS
New
1

the system's behavior does not support conditions that differentiate the workflow implementation on intercompany invoice and a free text invoice

the system's behavior does not support conditions that differentiate the workflow implementation on intercompany invoice and a free text invoice.

The current workflow should allow a condition that can mange that...

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Category: Project Invoicing (51)

STATUS DETAILS
New
29

Allow assignment of order lines from different orders to the same project

There are situations where part of a project needs to be invoiced via an order A and a different part of the project via an order B.

e.g. because of different conditions for the different parts of the project like reduced project prices for certain tasks or different payment terms.

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Category: Project Invoicing (51)

STATUS DETAILS
New
1

Add better support for Project Invoice Proposals with prepayments, rounding differences, or gain/loss from exchange rate

We know we have some inconsistencies in how prepayments work and we know we are very inflexible when it comes to exchange rates and debits/credits not matching exactly at invoice proposal posting. 

Microsoft int...

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Category: Project Invoicing (51)

STATUS DETAILS
New
4

Multi company processing of intercompany customer invoices for stocked/production deployment scenario

Idea is to triggering IC invoices in D365 related to the creation of intercompany customer invoices in the case of stocked/production projects related to time recorded cross company.

Right now, this needs to be handled company by company in D365. For a shared service center, with the mas...

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Category: Project Invoicing (51)

STATUS DETAILS
New
13

Display available transactions automatically

When enabling the "Project invoice proposal performance enhancement feature" in the "Project management and accounting parameters" a new setup for "Invoice"

"Display available transactions automatically" is available to set the default value.


But in the "Project invoice ...

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Category: Project Invoicing (51)

STATUS DETAILS
New
10

ProjInvoiceProposalListPage items not visible when Organization specified role is assigned to a user

ProjInvoiceProposalListPage items not visible when Organization specified role is assigned to a user.


There are 2 conditions to meet this limitation, having a custom role to a customer without admin privileges while setting "Grant specific organizations manually" and going dir...

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Category: Project Invoicing (51)

STATUS DETAILS
New
1

On project's Customer Advance/Retainer form: add toggle to disable/enable auto invoice email.

As Project customer advances/retainers generate project invoice proposal. If workflow and auto invoice emailing is active, the retainer/customer advance invoice would be emailed.


For many clients, the retainer/customer advance invoice is NOT emailed to the customer. Often th...

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Category: Project Invoicing (51)

STATUS DETAILS
New
2

Reintroduction of invoice summary in the project invoice proposal grid footer

In MS DAX 2012 there was a view under the project invoice proposal grid that allowed users to view an invoice summary without going into each invoice project proposal. On D365 we are not having this view.

Customer have tried alternatives to the above with enabling the “New invoice summar...

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Category: Project Invoicing (51)

STATUS DETAILS
New