22

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...

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2 Comments

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Category: Costing, Pricing and billing (13)

STATUS DETAILS
New
0

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...

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0 Comments

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Category: Costing, Pricing and billing (13)

STATUS DETAILS
New
1

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...

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0 Comments

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Category: Costing, Pricing and billing (13)

STATUS DETAILS
New
0

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 sum...

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0 Comments

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Category: Costing, Pricing and billing (13)

STATUS DETAILS
New
4

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.

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1 Comments

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Category: Costing, Pricing and billing (13)

STATUS DETAILS
New
6

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...

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0 Comments

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Category: Costing, Pricing and billing (13)

STATUS DETAILS
New
6

Include Complimentary billing type for Roles

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...

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0 Comments

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Category: Costing, Pricing and billing (13)

STATUS DETAILS
New
17

More than 1 project contract in 1 invoice

There is a need to be able to incorporate more than 1 contract of the same customer in 1 invoice, to reduce the number of invoices a customer will receive.

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0 Comments

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Category: Costing, Pricing and billing (13)

STATUS DETAILS
New
6

Change the Calling User Context of the "Import from Project Estimates" Plugins to system user

The Pluigins CreateQuoteLineDetailsFromEstimate (quote) and CreateContractLineDetailsfromEstimate (salesorder) should be run at the context of the System user. At this time it runs at the calling user who needs certain privileges. One of those is the creation of products. This is not in every Sce...

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1 Comments

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Category: Costing, Pricing and billing (13)

STATUS DETAILS
New
10

Project Contract Milestones - Don't Lock Fields when "Not Ready for invoicing"

In version 2.4, when you create a project contract milestone it currently locks some fields on the form that I think should stay open including: 1. Milestone Name 2. Milestone Date 3. Line Amount I did the following in our environment: 1. Changed fields to not be read-only on the form 2. Se...

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0 Comments

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Category: Costing, Pricing and billing (13)

STATUS DETAILS
New