User Profile

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 Resource Management (526)

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Needs Votes

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 Revenue Recognition (22)

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Needs Votes

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 Resource Management (526)

STATUS DETAILS
Needs Votes

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 Sales, Billing, Pricing and Costing (54)

STATUS DETAILS
Needs Votes

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 Sales, Billing, Pricing and Costing (54)

STATUS DETAILS
Needs Votes

Timesheet Period Types correction


Customer is having different period types defined in their system for the purpose of time registration. They generated weekly periods for the defined types at the beginning of this year for a whole year. They have recently noticed that two days were skipped in December last week period, 30-31 Dec...

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Category: Project Resource Management (526)

STATUS DETAILS
Needs Votes

Removing default financial dimension doesn't affect the final GL transaction for Expense for Project


The Project (and Funding source details on the project contract level) can contain default financial dimensions and it's used widely for out customer. There's scenario when the customer wants to remove the financial dimension value from the project expense transaction. In order to do that the u...

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Category: Project Resource Management (526)

STATUS DETAILS
Needs Votes

When using advanced rules, the validation is done on financial dimensions which are not active within the budgeting module


User is having account structure where BusinessUnit is mandatory. But in the Budgeting dimensions, they have activated only the dimension MainAccount. If they create manually a budget register entry, it shows correctly only the dimension MainAccount, because that’s the only active budget financia...

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Category: Project Resource Management (526)

STATUS DETAILS
Needs Votes

Project quotation - Recalculate prices not available when copy lines


When user is trying to create a Project quotation using the function 'Copy from all', the form does not have functionality for recalculate prices. In comparison, in 'Sales and marketing' module, when user creates Sales quotation using the function 'Copy from all', the form has the functionality...

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Category: Project Resource Management (526)

STATUS DETAILS
Under Review

When assign a resource to a task, the resource gets default role in the project instead of task role/default role on resource


A Project Resource can get a default or not default role. If we assign the resource to a WBS task with the same role, we expect this to be reflected in the Project, under 'Project team and scheduling' tab. The actual result is that the Resource is automatically reflected there as Team member, wh...

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0 Comments

Category: Project Resource Management (526)

STATUS DETAILS
Needs Votes
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