User Profile

Need to add deduction to project invoice


Business Scenario Company is having a fixed price project signed with one customer with below criteria - Milestone are o First Milestone - 100,000 $ o Second Milestone 200,000 $ o Last Milestone 300,000 $ - Retention term 10% to be deducted from each milestone till the work is completed 100% -...

Read more...
1 Comments

Read more...
1 Comments

Category: Project Accounting (231)

STATUS DETAILS
Under Review

Project invoice proposals batch history grow


Using 'create project invoice proposals' menu item under Project management and accounting > Periodic > Project invoices. When running this in batch the batchhistory table is growing to fast. This is caused by the parameters field on the batch and batchhistory table. The tasks for the cl...

Read more...
0 Comments

Read more...
0 Comments

Category: Project Accounting (231)

STATUS DETAILS
Under Review

The Invoice proposal summary form shows both the Billable and Non-billable lines for the subscription fees transactions


We create a New Subscription Fee with "Regular "and we cancel it with the new Subscription Fee with the Subscription type “Reduction days".

When we try to Invoice this from the project, on the Invoice proposal summary, we see both the transactions with negative and positive values with t...

Read more...
0 Comments

Read more...
0 Comments

Category: Project Invoicing (55)

STATUS DETAILS
New

Reset unposted timesheets to draft displaying timesheets that have not gone through workflow


For our client timesheets come in to D365 in an approved status (bypassing the workflow). However, some timesheets are appearing in 'Reset unposted timesheets to draft' which is causing confusion.   


Each table has a RecId that is unique on its own table, meaning that no 2 rec...

Read more...
0 Comments

Read more...
0 Comments

Category: Time Entries and Approvals (53)

STATUS DETAILS
New

If item requirement PMA parameter is enabled à system is not checking budget check results.


If item requirement PMA parameter is enabled à system is not checking budget check results.

We have the business scenario where the project purchase order should have the budget check performed while the item requirement is created.

Read more...
0 Comments

Read more...
0 Comments

Category: Project Accounting (231)

STATUS DETAILS
New

The beginning balance journal created from journals doesn't appear in the specific project beginning balance journal


When you create a beginning balance journal from: Project management and accounting -> Journals-> Beginning balance then create a transaction for a specific project. Then go check on beginning balance for that project, the created project is not retrieved:

Project management and accounti...

Read more...
0 Comments

Read more...
0 Comments

Category: Project Accounting (231)

STATUS DETAILS
New

Accounts receivable foreign currency revaluation for Projects



When the user posts a project invoice (in charts of accounts on revenue account activate dimension project) in a currency which is not company currency on date 1.1.2023 with exchange rate X


When run under AR the periodic process for revaluation (Accounts rece...

Read more...
0 Comments

Read more...
0 Comments

Category: Project Accounting (231)

STATUS DETAILS
New

When posting transactions on a Project with attachments, the attachments should be visible in the action pane at the paper clip symbol on the project posted transaction and also Adjustment form


We have attached a document on the Hour journal and posted it. When verified the project posted transactions this attachment is not visible in the action pane at the paper clip symbol .

When we add the attachment on the posted transactions and we try to adjust the transaction. This attac...

Read more...
0 Comments

Read more...
0 Comments

Category: Project Invoicing (55)

STATUS DETAILS
New

Missing timesheet email - Month-end batch job


Period type is Week with auto-split in case of month end. Week starts on Monday. 

Missing timesheet notification should be sent on weekly basis but also needs to cater for month-end. 


Since timesheets need to be submitted on weekly basis, the missing timesheet email batc...

Read more...
0 Comments

Read more...
0 Comments

Category: Project Accounting (231)

STATUS DETAILS
New

Missing timesheet email - Option for batch jobs


Period type is Week with auto-split in case of month end. Week starts on Monday. Saturday and Sunday are not working days as per the calendar attached to the project resources. 


Missing timesheet notification should not be sent if the period includes non-working days. 

Read more...
0 Comments

Read more...
0 Comments

Category: Project Accounting (231)

STATUS DETAILS
New
  • 1
  • 2
  • 3