“Activity number for project” when creating Project PO with Procurement category
When Project parameter / All Projects – Journals – Require Activity is marked as Yes for all Journals except Item, Project – Purchase order on a Procurement category, is allowed to be created and Invoice posted without an Activity id mentioned on it. Procurement category is a...
No Master table for Vehicle type
Mileage tier rates are setup based on the Mileage (Quantity) – so multiple rates are setup for the same Vehicle type under the Expense category for the Expense type - Mileage. Vehicle type drop down is blank when we first create these lines. Right click – No View details is available – hence no t...
"Method of Payment" should be displayed on Project contract - Funding sources - Details
On D365 for operations – Application version: 7.2.11792.56024, Platform version: 7.0.4709.41171 – Project contract – Funding source – Details is missing the field “Method of Payment”. Customer is expecting this field to be available on the Funding sources li...
WBS Tracking views not transferred to Forecasts
On Dynamics 365 for Operations, 7.2– WBS task is created on a Project, saved and Published. When we open the WBS task on the Control – Tracking views form and change the Effort (Hours) or the Remaining cost field, this change is not transferred to the Forecast. There is no way to t...
Project manager, from Project form, should be assigned on workflow approvals of Projects Invoice proposals
On D365forO - 7.3 - The Review Project Invoice proposal workflow cannot be setup to assign the approval to the Project manager setup for the specific Project (Project manager field on the Project form. Currently we can only setup up the workflow to use Participant assignment and select the Sec...
Method of payment not available on Project Invoice proposal form
On 7.2 Field “Method of payment” is not available by default on the Project Invoice proposal form. This field is not available by default on Purchase order Invoice posting form, but we can personalize this form and add the same. But on the Project Invoice proposal form – this...