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Expense Report transaction date and exchange rate fields should be editable with per-diem category type.
Suggested by Soumya Vinu – Under Review – 2 Comments
Customer wants Expense Report transaction date and exchange rate fields should be editable with per-diem category type. Currently in D365 F&O as per diem functionality the transaction dates are reflected based on start and end date at the time of expense report creation. -
Fixed asset creation from Project management and accounting to allow multiple posting types to the same Fixed asset
Suggested by Stacy Black – Under Review – 8 Comments
When an asset has been created from the Project management and accounting module and additional cost to add life to the asset are incurred in a sub project then D365/AX can only posts these costs as a new 'acquisition'. There is no possibility to select a different posting type such as acquisition adjustment or write up journal, etc.
Please make a corresponding enhancement with the next release.
Thank you and best regards,
Stacy Black
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Introduce a CE only SKU for licensing
Suggested by Antti Pajunen – Under Review – 40 Comments
The value prop of ProjOps is heavily CE only oriented especially for smaller markets with few net new F&O implementations per year. While a hero story implementation can be seen as the holy grail of ProjOps implementations, a cash cow implementation will be a CE only scenario. ProjOps needs a proper base license for CE only scenarios and the current SKU is beyond a CE only scenario's realistic value prop. -
Expense Management Mobile App does not support adding or editing Financial Dimensions
Suggested by Avani Rao – Under Review – 6 Comments
With the current design of the Expense Mobile App does not support adding or editing financial dimensions. Due to which the User has to go back to Web Client to Submit the Expense Report. If we have option to add or edit the Financial Dimension in Mobile App before Submitting Expense Report, it will be more user friendly. -
Line discounts on project item transactions and project invoice
Suggested by Geir Efteland – Under Review – 5 Comments
There should be line discounts on project item transactions and project invoice in order to invoice items with use of projects item transactions. You often invoice item transactions which originate from project item journals and project purchase orders instead of using a project sales order.
You have trade agreements with discounts, and use for example both retail/sales orders and projects to deliver/invoice items to the customers. But since discounts are not fully supported in project module, then you need extra manual work to support both scenarios.
As-is there are discount fields on some project business documents, but you need discount fully implemented on all documents in order do fully support discounts in same way as using standard sales order, including transfer from project quotation to project. For example there are now no discount on item requirement, WBS, project invoice report, project adjustment etc.
There are also different behaviour when discount is used as-is, either the net amount is reduced with discount or the unit sales price is reduced with discount on the project item transactions. It should be consistent with net amount reduced with discount, with discount field in addition as on sales order. I have submitted this to Microsoft and it has been postponed - LCS link: https://fix.lcs.dynamics.com/Issue/NotFixed/1187145?bugId=3838627&qc=80d1139efec6e5968deca0fc4bae275f16a19c67ad29f3682eafb8d8f3ceeec2
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Task completion in D365 Project Operarions
Suggested by Paul Phillips – Under Review – 8 Comments
It would be useful to add the ability for a user to complete tasks in the project plan. Currently tasks are only complete once time has been fully booked. There are a number of use cases that a user may want to manually complete tasks in a plan, for example, to manage a lower level of planning or to class that task as complete even though time was not fully booked. -
Create Data Entity for Estimate Projects (ProjWIPTable)
Suggested by – Under Review – 1 Comments
Create data entity for Estimate Projects (ProjWIPTable). Without this data entity, the necessary estimate project cannot be loaded and associated for Fixed-Price projects through data migration.
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Add possibility to create RMA from a project as an item task
Suggested by Stephan Kamerbeek – Under Review – 9 Comments
Currently it is not possible to create a return order as an item task underneath a project. Als a return order cannot be related to a project. This would be a nice feature to add to D365 for Finance and Operations.
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Enable project templates
Suggested by Antti Pajunen – Under Review – 4 Comments
Project templates is one of the most frequent requirements in PSA+ProjOps implementation projects. Templates drastically reduce the time required to set up complex project plans. Please bring back project templates as we know them from PSA. -
Post Expense transaction on the Expense report posting date not on the transaction date
Suggested by Milda Bei – Under Review – 3 Comments
At the moment, depending on the Expense management parameter set up, Expenses invoices and GL transactions are posted on the date added on the Expense report line or, if period is closed, on the 1st day of the open period. An option to post expense transactions on the posting date would bring a lot of benefit for global business to manage their GL transactions and employee expenses.
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