Possible bug with invoice not being created when using Batch Jobs with Milestones


Tested on V9.0 and PSA solution 2.1.0.30.

I made some findings regarding Fixed Price lines when running Batch Job, "ProcessRunner":

- Set Milestone to date -> leave Milestone at "Not Ready for invoicing" -> run Batch Job, ProcessRunner -> invoi...

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STATUS DETAILS
Under Review

Possible bug with invoice not being created when using Batch Jobs with Milestones


Tested on V9.0 and PSA solution 2.1.0.30.

I made some findings regarding Fixed Price lines when running Batch Job, "ProcessRunner":

- Set Milestone to date -> leave Milestone at "Not Ready for invoicing" -> run Batch Job, ProcessRunner -> invoi...

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0 Comments

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New

Renaming Display Name of OOTB Project Stage BPF stage "Plan" creates a Business Process Error on Project Contract


  • OOTB BPF on Project Stages
    • Display Name of 3rd stage on OOTB BPF is "Plan"
  • Renaming this stage to anything else creates a Business Process Error when adding a Project on a Project-based Line on a Project Contract
  • Tested on a Projec...

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    STATUS DETAILS
    New

Enable Business Closures per country


Allow us to set Business Closures based on countries so that an individual country can have a country specific Business Closure. Then allow to set a user to a defined country so that work hours use a correct business closure. The need for country specific operations and settings has become even ...

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1 Comments

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1 Comments

Category: Project Service Automation (167)

STATUS DETAILS
Under Review

Changes to Sales Price msdyn_salesprice using a workflow on project Approval should flow to msdyn_price on Journal Line


Allow us to change Sales Price msdyn_salesprice on Project Approval with a workflow so that the changed value is reflected on Price msdyn_price on Journal Line. At the moment changes to Sales Price msdyn_salesprice only flow to Price msdyn_price when the field is updated manually or with a Busine...

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0 Comments

Category: Project Service Automation (167)

STATUS DETAILS
New

Allow us to move from Opportunity to Project Contract without using Quote on an Opportunity Business Process Flow


Quotes are many times built in systems separate from Dynamics 365. If a Quote is not needed in a company's Opportunity to Project Contract process, we should be given the option to skip Quote. Data from relevant fields should nevertheless flow from an Opportunity to a Project Contract so that the...

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1 Comments

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1 Comments

Category: Project Service Automation (167)

STATUS DETAILS
New

Account Manager msdyn_accountmanagerid should be a lookup to both a User and a Team


Please change this to a multi-entity lookup so that either a User or a Team can be selected to Account Manager msdyn_accountmanagerid.

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0 Comments

Category: Project Service Automation (167)

STATUS DETAILS
New

Show Sales Price msdyn_salesprice on Project Approval by default when Entry Type msdyn_entrytype is Time


OOTB the field Show Sales Price msdyn_salesprice is hidden by the Business Rule ShowRecordTemplate when Entry Type msdyn_entrytype is Time. The field should be visible by default so that a Sales Price can be changed on approval.

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0 Comments

Category: Project Service Automation (167)

STATUS DETAILS
New

Enable partial payments at invoicing


An invoice may sometimes only be paid partially. We should have an option to mark an Invoice as partially paid so that Actuals are created for the partial payment. This should be possible for both T&M and FP based Project Contracts (Lines Order Lines).

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0 Comments

Category: Project Service Automation (167)

STATUS DETAILS
New

Work Hour Templates should honor changes in a Template Resource's Work Hours


When a Template Resource's Work Hours are changes, a Work Hour Template should honor those changes. Also changing a Template Resource should update the Work Hour Template.

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2 Comments

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2 Comments

Category: Project Service Automation (167)

STATUS DETAILS
New