Pricing Dimensions available for Category (expense) prices
It would be great is the pricing dimension functionality would also take in consideration the category prices. This would give more flexibilty in setting up rules for the expense prices.
Ability to view all related Role Prices from a Project instead of clicking to Project Contract Project Price List and Contracting Unit Cost Price List
When setting up a Project, the Project Manager should be able to view and edit all existing Role Prices for a Project on the record instead of clicking through to the Project Contract and to the Project Contract Project Price List.
Give user feedback when they click on Create Invoice or Confirm Invoice buttons
On the Contract entity there is a button called Create Invoice. When it is clicked nothing happens for about 5 seconds and then all of a sudden a new Invoice pops up. As a user this is an unsettling experience as you are not sure if anything is happening. I've seen instances where a user has c...
Improve "Correct this invoice" feature for Invoices with Products
When I try to use the "Correct this invoice" button on an Invoice with Product lines, I am confronted to the following situations: * If I only have Product lines in the Invoice, I will have the following message on the top of the screen "All transactions on this invoice have either been corrected...
Ability to define multiple cost prices per resource (typically required when resource is an external one)
Professional Services organisations need to record multiple cost prices per resource. This is typically required when an external resource is used on project(s). Contracts between the company and the external resource often include various hourly rates depending on project, time period, task, loc...
Ability to calculate profit/margin of a Product when Products are NOT part of a project
Currently, D365 functionality is that if a business/company sells products as part of a project then there is a cost and a potential profit/margin calculated, however if the same business sells the same products BUT NOT as part of a project then there is no cost and no profit/margin. For business...
Allow Progress Billing on Fixed Priced Contract
Can a milestone be marked as ready for invoicing with % completed? This way we can invoice individual milestones at completed percentage rate rather than when they are fully completed.. Some milestones can run for a while during a project and once they are marked ready for invoicing, these cant b...
After "Correct this invoice", Actuals needs to be released so we can invoice them again
After you have done "Correct this invoice" and an credit invoice is created you need to be able to invoice the correct sum to the sustomer. This should be done with just editing some of the faulty rows in the invoice and the correct credit sum would be in the invoice. As it is now the whole su...
Bundle Support
We use product *bundles* today to group together various items that we sell. But because PSA doesn't support bundles yet, we can't leverage that functionality to help ensure we're in a good position once a sale closes out.
Include Complimentary billing type for Project Tasks
Projects (and project plans) typically include tasks that are billable. They also include tasks that cannot be billed to the client and are marked as are non-billable (travel, internal handovers etc.) and tasks that are complimentary (consultancy's investment in learning a new technology for this...