Custom expense category to be able to use subcategory ledger account and sales tax groupe when "use in project" is set up to yes
Hi All, Currently in Microsoft Dynamics 365 FO, in the expense management module we have the ability to set up expense category to be use in project. This setting allow us to post the expense on project using project ledger account displayed on the expense category when the setting "use in proj...
[Fixed price project invoicing] Lock currency exchange rate for a specific milestone
When using project module to manage customer activity you might need to use fixed price project and invoice your customer by using milestone. In case of business with foreign currency, an exchange rate will be applied on your transaction. Sometimes the rate is fixed by an agreement (e.g for a ...
[Fixed price project invoicing] Lock currency exchange rate for a specific milestone
When using project module to manage customer activity you might need to use fixed price project and invoice your customer by using milestone. In case of business with foreign currency, an exchange rate will be applied on your transaction. Sometimes the rate is fixed by an agreement (e.g for a ...
D365 Finance] Improving Project Customer Advance
Within the current version of D365 Finance if a user need, within the project module, to ask customer to advance the system displays a form asking the user to provide two information: 1- Customer advance date 2- Funding source 3- Description 4- Advance amount When you work with multiple fundin...
French e-reporting
Simultaneously with French E-Invoicing regulation, French admistration introduce the e-reporting process.
This e-reporting is precisely described here : https://www.impots.gouv.fr/sites/...
Adding bank security / guarantee to manage Deposits & Guarantees in AP / AR
Dynamics 365 Finance should have a feature to properly manage deposits & guarantees in AP/ AR.
The accounting entries of a security deposit or guarantee is done using two separate balance sheet accounts for the amounts paid and the amounts received, a third account may be use...
[FRA] DAS2 Report with SIRET number as Registration Type
Hello,
We have troubleshooting whist the DAS2 Report when setting up the SIRET number as a Registration Type rather than directly on the vendor record.
Can we find out a way to make it work with this kind of setup?
Regards,
Add a native approval workflow for vendor purchase orders in Project Operations
Description
In Microsoft Dynamics 365 Project Operations, there is currently no out-of-the-box approval workflow for vendor purchase orders. Implementing an approval process requires a custom JavaScript script to hide/replace the stand...
Native support for contract amendments in Dynamics 365 Project Operations
Dynamics 365 Project Operations does not provide a native mechanism to manage contract amendments. In real projects, contracts evolve over time—scope changes, additional work packages, revised amounts, new milestones, or shifted delivery dates. However, the system is built aro...
Allow winning a quote into an existing project contract when dealing with contract amendments
Dynamics 365 Project Operations technically supports a 1:N relationship between a project contract and multiple quotes.
However, despite this data model, the application does not allow a quote to be won and applied to an existing contract.
The “clo...