Dynamics 365 Project Operations

In project proposal is not possible to check the due date (only personalizing the form in orde to add due date) and it’s not possible to change manually the due date. Indeed it’s possible to change it but the posting will take anyway the calculation from scratch based on term of payment

Default descriptions - Expense report transaction - optional variables set up The user wants to have defaulted in voucher transaction description the information provided in the field Additional information from expense report line. They have tried to use the below default description setup: but the system is filling the description voucher with the expense report number. Repro steps: 1. Set up a new record on the default description table related to "Expense report transactions" type and associate to the parameter 4 the TRVExpnTrans.AdditionalInformation. 2. Create, Approve and Post an expense report with multiple lines having additional information provided on line level. Research done: https://docs.microsoft.com/en-us/dynamics365/finance/general-ledger/set-up-default-descriptions-for-automatic-posting Based on official documentation standard AX populates the default description for all transaction types where possible with the following info: %1 – Add the transaction date. %2 – Add an identifier that corresponds to the document type that is being posted to the general ledger. For example, for transaction types that are related to invoices, the %2 variable adds the invoice number. %3 – Add an identifier that is related to the document type that is being posted to the general ledger. For example, for transaction types that are related to invoices, the %3 variable adds the customer account number. The other placeholders %4 – %6 is automatically populated for the expense report as follows: %4 - Expense report number - Based on this info that’s why the user is having only the expense number, right? %5 - Worker personnel number %6 - Expense report text

Dynamics 365 Project operation integration with dynamics 365 business central. Nowadays dynamics 365 business central is also in high demand along with Project Operation.

Currently when a Project Quotation is confirmed there isn’t any direct action to create the Sales Order. The only option available is through "transfer from quotation" and then a item requirement sales order is created. The proposal of this idea is to include the same functionality in Project Quotations which exists currently in Sales and Marketing quotation, where you can create and link the sales order directly from the quote. This functionality has several advantages like now: 1. Shall be able to consult the sales order linked to the quotation and vice versa. 2. Direct Delivery functionality available. 3. To link a Purchase Order or Manufacturing Order (depends on item sourcing). 4. Once item is delivered, possibility to generate the invoice as other sales order in the project. 5. Any other functionality related to Sales Order document.

Dynamics 365 Finance and Operations, in 10.0.5 version, doesn't allow users to enter Project intercompany transactions in general journal. This options should be made available considering users can do intercompany for ledger transactions and subledger transactions. Customers who have multiple legal entities in their implementation will benefit greatly from these features.

Adding fields for Site and Warehouse as default values for item requirement lines, purchase or production orders will make it able to address the most adequate stock location related to the place of delivery to the project.

I understand that users can delete their own Draft status expense reports but there needs to be an option for the system administrator to do that for others users' reports as well. We have some old rejected expense reports for employees no longer with the company but no way of cleaning them up - even after changing them to Draft status, there is no way to delete them (that I'm aware of). Can the Delete option be added to the All Expense Reports grid to facilitate this? (Expense management > Process expense reports > All expense reports)

The current default is miles and I cannot find any place where it could be configured to kilometers for countries (like Canada) that report and claim on km's VS miles.