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Dynamics 365 Finance Project management project vendor discounts ledger posting
Suggested by Francisco Orozco – New – 2 Comments
Wish we can easily visually identify and configure vendor ledger discounts, for purpose to easy financial reporting by project. Not featuring project ledger posting discounts by vendors, user may potentially not easily financially identify discounts or value saved on project account basis. -
Dynamics 365 Finance project management default bank account (s)
Suggested by Francisco Orozco – New – 0 Comments
Wish there is an option to easily default a project preferred default bank account, for purpose to ease project transaction funding and disbursement to vendors. Not featuring preferred default banking account when generating payments or receiving payments from customers, user may potentially not efficiently track project funding sources and destinations. -
Dynamics 365 Finance Project management task precautions Maintenance
Suggested by Francisco Orozco – New – 1 Comments
Wish there is an option to maintain project tasks precaution maintenance, for purpose to easily visualize, monitor, inquiry, report while inspecting or supervising. Not featuring project precautions, user might not easily visualize advanced prevented precautions on potential tasks, concurrent tasks, scheduled tasks, scheduled personnel, eligible vendor or customer, quality inspection, experience, quality material, skills, designs, hours entries, rate or fees, item, expiration dates, etc. -
Dynamics 365 Finance Project management journals task templates
Suggested by Francisco Orozco – New – 0 Comments
Wish there is an option to easily setup task templates or (task assembly kits), not featuring a task template, user might potentially enter on a task by task basis, rather then entering a task template or retrieve from a task master. Featuring WBS work breakdown structure for tasks, maybe helpful, however not featuring task templates from journal entries (expense and timesheet), user might potentially enter on a task by task basis, or single task basis. -
Dynamics 365 Finance project management calculated customers line of credit
Suggested by Francisco Orozco – New – 0 Comments
Wish there is an option to include and easily visualize a calculated grand total customer billing account line of credits, not featuring customer total line of credits, user might potentially calculate outside the system. -
Dynamics 365 Finance project management calculated vendors line of credit
Suggested by Francisco Orozco – New – 0 Comments
Wish there is an option to include and easily visualize a calculated grand total vendor line of credits, not featuring vendor total line of credits, user might potentially calculate outside the system. -
Dynamics 365 Finance Project management market valuation
Suggested by Francisco Orozco – New – 0 Comments
Wish there is an option to future easily identify project market valuation. Not featuring project market valuation, user might potentially evaluate and track outside the system. (e.g. investment project, internal project, or research and development project). -
Dynamics 365 Finance project management tasks insurance identification
Suggested by Francisco Orozco – New – 0 Comments
Wish there is an option to easily visualize and identify project tasks insurance, and total tasks insurance by vendors, not featuring option to easily visualize, inquiry, search or report on project tasks with insurance or project vendor tasks with insurance, user might potentially track outside the system, or through power apps. Featuring option to include project tasks along with insurance maybe optimum ideal, for purpose of peace of mind of sponsors, management. -
vDynamics 365 Finance Project management Insurance tracking
Suggested by Francisco Orozco – New – 0 Comments
Wish there is an option to easily identify project insurance along with insurance amounts, project in general, project tasks along with vendors. Not visualizing, identifying, inquiring, search, report or easy filtering on insurance, insurance on project tasks along with vendors, user might potentially track insurance outside the system, or within contracts, rather then easily visualizing from project, project insurance and task reports. -
Dynamics 365 Finance project project directory search
Suggested by Francisco Orozco – New – 0 Comments
Wish there is a future option to include a project directory search, not featuring a project directory search within a project, user might potentially search from project transactions, rather then easy processing, inquiring or filtering searches from a project directory.
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