When posting estimate, the system always takes cost amount posted in the period to P&L


When running Cost Estimate the system to hit the WIP account proportionate to revenue recognized Percentage. D365 is recognizing the entire cost booked in WIP irrespective of percentage of revenue completion.

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Category: Project management (482)

STATUS DETAILS
New

Flag "Eliminate with WIP warnings" to be available through the periodic function.


Customer would like to use the flag "Eliminate with WIP warnings" in "Eliminate estimate" form which can't be used through the periodic function because it's disabled. In short, customer is still convinced that the flag "Eliminate with WIP warnings" is extremely useful in the periodic function, b...

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Category: Project management (482)

STATUS DETAILS
New

Uploading a file through Attachments (Pin button) in Work breakdown structure to be possible


The upload of a file using the Attachments (the pin button in the right corner) or the shortcut Ctrl+Shift+A in Work breakdown structure fails, throwing the following error: 'Upload of 'DocName' failed. Information in request is invalid'. The issue occurs regardless of the type of the file. Custo...

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Category: Project management (482)

STATUS DETAILS
New

Entity ProjectContractLine is not updating properly the values in the billing rule when used by Excel Add-In


When customer is updating ProjectContractLine by using Excel Addin, the contract value of the billing rule is going back to 0 when in fact only the Financial Dimension was amended. Example: When Department X won't exist anymore, another department will be included and therefore, every Departmen...

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Category: Project management (482)

STATUS DETAILS
New

Field Billing Type on Expense Estimates in PSA


The Data Integrator template for Project Expense Estimates uses a field named Billing Type. This field is located on the CE entity Estimate Line. When adding a new Expense Estimate in PSA, this field is not filled with a value. The client needs to use this field in order to get the correct data ...

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Category: Project management (482)

STATUS DETAILS
New