Rename the "Estimates" for fixed-price project to "Recognise Revenue"
The word 'Estimates' have always been confusing for clients when is introduced to them first time. In addition a lot of clients use 'estimate' to actually mean the 'quotation'.
Now that the fasttab which holds the estimate have been renamed to 'Revenue recognition' it will be...
Provide a TOTAL box on the On-account transactions form
The on-account transactions form holds lines for the different on-account transactions (Milestones, Deductions, Prepayment Journal lines, Beginning balances) depending on the project type. They can be created either via Billing rules or manually.
- Client may use...
STATUS DETAILSCompleted
Provide the option to COPY Purchase order lines from Project Budget/Forecast/WBS
Many project/service organisation operate through some kind of sales process to agree a budget prior to commencement of actual delivery of project/jobs upon agreement by the client.
D365O projects now provide good options of managing budgets/forecasts either via the WBS and throug...