Custom expense category to be able to use subcategory ledger account and sales tax groupe when "use in project" is set up to yes


Hi All, Currently in Microsoft Dynamics 365 FO, in the expense management module we have the ability to set up expense category to be use in project. This setting allow us to post the expense on project using project ledger account displayed on the expense category when the setting "use in proj...

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Category: Expense management (130)

STATUS DETAILS
New

[Fixed price project invoicing] Lock currency exchange rate for a specific milestone


When using project module to manage customer activity you might need to use fixed price project and invoice your customer by using milestone. In case of business with foreign currency, an exchange rate will be applied on your transaction. Sometimes the rate is fixed by an agreement (e.g for a ...

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Category: Project management (472)

STATUS DETAILS
Under Review

[Fixed price project invoicing] Lock currency exchange rate for a specific milestone


When using project module to manage customer activity you might need to use fixed price project and invoice your customer by using milestone. In case of business with foreign currency, an exchange rate will be applied on your transaction. Sometimes the rate is fixed by an agreement (e.g for a ...

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0 Comments

Category: Project management (472)

STATUS DETAILS
Under Review

Add option in "create collection letter per"


Hi, I hope to have two new functionalities in the "create collection per" parameters: 1-Invoice: In some cases, we need to be able to create one collection letter per invoice. 2- Operating unit: In some cases collection management is performed through different operating units within the same...

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Category: Credit and collections (67)

STATUS DETAILS
Needs Votes

Collection letter workflow


Hi, It could be helpful to add the possibility to have a workflow approval before post and print a collection letter. In some business collection is very sensitive and a collection letter must be approved by hierarchy before to be posted or printed. This hierarchy could be a project manager for...

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Category: Credit and collections (67)

STATUS DETAILS
Needs Votes