When making changes to Role ID using "cost estimates" view in WBS, the save button does not Update.
When making changes to Role ID using "cost estimates" view in WBS, the save button does not update.
When working with the WBS and a change of the Role on the cost estimate lines results in an updated sales or co...
Billing rule id to populate on associated transactions correctly
When setup with a progress type billing rule, we noticed that when the invoice proposal is created it correctly assigns the billing rule.
But if you create a fee journal manually using the same category and bringing it in, billing rule is not associated correctly. Same happen...
Sales Tax column at Line level displays zero amount
When we create an invoice proposal, the sales tax amount is showing as zero in the line level of the invoice proposal transactions. We can see sales tax in the temporary sales tax table before posting but its not visible if we add the sales tax column in the transactions.
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...
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...
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...
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.
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...
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...
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 ...