Change project stage provide additional rules/polices


At present, a project stage can be changed to finished or equivalent when there could be outstanding timesheet, requisitions etc. This means that transactions will not be able to be posted. The project stage rules or a policy framework should be added whereby rules such as a project cannot be ...

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Category: Project management (490)

STATUS DETAILS
Under Review

Vendor rebates based upon the sale of the item


Current all Vendor rebate functionality is based upon the rebate accruing when the items is received or invoiced. Some vendor require the item to be sold either via the sales order or via the POS. This is known as "sold through" or scan. The complication can be if we sell the item to a Retaile...

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2 Comments

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2 Comments

Category: Procurement and sourcing (325)

STATUS DETAILS
Needs Votes

Provide a company template for gold


At present there is very little configuration available from Microsoft. This reduces the time to value. Microsoft should provide a company template for gold which partners and more importantly customer use as basis for commencing an implementation. Ideally, the template once published from gol...

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0 Comments

Category: General (413)

STATUS DETAILS
New

Aging period definition icon label should be configurable


Aging period definition icon label should be configurable. At present when user hovers there mouse pointer on the icons, the message provide is the text from the setup table. For example, the text for Red Diamond is "Red Diamond". A configuration option to state the customer is "In collections...

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0 Comments

Category: Accounts Receivable (181)

STATUS DETAILS
Needs Votes

Annual Limits for expense categories


For many organisations there are limits to be amount of expenses which can be claimed in a year. For example, for gym membership, Microsoft has a limit of $300 per year. It would be good if these limits could be enforced by polices

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Category: Expense management (137)

STATUS DETAILS
New

Reuquisition requiring RFQ process


The ability to accommodate workflow, mandatory fields and templates based on the thresholds listed below (inclusive of GST): 1.       Procurement Requisition: Requests from A$0 to $25K, three quotes not mandated - optional RFQ 2.       Request for Quotation: A$25K - $100K requires short RFQ docum...

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0 Comments

Category: Procurement and sourcing (325)

STATUS DETAILS
Needs Votes

Team Member to view and approve Vendor Invoice


This scenario highlights a feature gap in Dynamics Finance and Operations vs AX 2012. In AX2012, we had a view and approve Vendor Invoices available through the Employee Self-Service portal. This was available via the Employee role (Team license) This enabled employees with (the equivalent of)...

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Category: Accounts Payable (238)

STATUS DETAILS
New

Prospect Vendor for RFQ


At present the RFQ process requires participants in the process to be Vendors. If the RFQ process is a market testing process, typically prospect vendors will be invited to quote. This idea is to extend RFQ process to prospect vendors.

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Category: Procurement and sourcing (325)

STATUS DETAILS
Needs Votes

Budgeting should be able to distribute into budgeting


A number of organisations budget at department level and then departments will run projects or programs with the Project Accounting and Management module to get the outcomes required given the money allocated. At present budgeting cannot distributed budget amount into projects budgets nor ensu...

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Category: Budgeting (39)

STATUS DETAILS
Needs Votes

Support Procurement Category within WBS


At present, when creating a WBS with a line type of "item", only inventory items are available to be selected. This should be extended to procurement categories. For a lot of organisations, they raise purchase orders against a project including for subcontracting, and generally procurement cate...

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Category: Project management (490)

STATUS DETAILS
New