• 29

    [Project management and accounting] ZATCA (SA): Project invoices with 0,00 amount

    Suggested by Carlos Manuel Bilé Nabais Rejected  0 Comments

    On the process of submission of invoices to ZATCA there is a diference when there are lines with 0,00 amount.


    The Free Text Invoices are submitted but the Project invoices returns an error related with Tax (even with a Sales tax code, because the base amount is 0 some information of tax is not included on the XML)


    It was identified that the diference is on the electronic format on the tag: Item\ClassifiedTaxCategory.


    On the eletronic format for that referred tag there is the following condition:

    PROJECT INVOICE: AND(NOT(ISEMPTY(@.TaxTrans)), @.TaxTrans.BaseAmount<>0)

    FREE TEXT INVOICE:  AND(NOT(ISEMPTY(@.TaxTrans)), @.TaxTrans.TaxCode<>"")


    By setup the Project invoice electronic format with the same condition that exists in Free text invoice is possible to submit the Invoice to ZATCA.


    Microsoft should review and update the Project electronic format used for ZATCA (SA) in order the XML to include the referred tag for lines with zero amount (for all line types).


  • 1

    Dynamics 365 Project complementary service orders ledger main account tracking

    Suggested by Francisco Orozco Rejected  0 Comments

    Wish there is an option to track complementary project service orders for purpose to easily visualize standard service orders from complementary or courtesy.



  • 1

    Dynamics 365 Project courtesy service orders ledger main account tracking

    Suggested by Francisco Orozco Rejected  0 Comments

    Wish there is an option to track courtesy project service orders for purpose to easily visualize standard service orders from complementary or courtesy.


  • 1

    Dynamics 35 Project external funding with credit card payment technology and user role enterprise site

    Suggested by Francisco Orozco Rejected  0 Comments

    Wish there is an option to easily external fund a project and have easy user role access to the site to process credit card merchant payment processing.



  • 1

    Funding limits option to not allow invoicing more than the limit

    Suggested by Patricia Cervello Rejected  0 Comments

    Currently, funding limits can be used as a way of tracking how much has been invoiced on a given item, category, resource...etc and comparing with an established limit amount.


    I think it would be nice to have as part of the parameters an option to enforce warnings or errors when an invoice is going to make the spent amount to go over the funding limit amount.


  • 1

    Add option to cancel or delete lease termination proposal in unposted status

    Suggested by Martha Padilla Rejected  0 Comments

    Feature Request: Option to Cancel Termination Proposals that have not been registered


    Currently, the standard functionality allows for the reversal of lease termination once the proposal has been posted. However, there is no option to delete or cancel a termination proposal that has not been posted. This request is for the addition of functionality that allows users to cancel or delete an unposted termination proposal in case it has been created but not yet published.


  • 13

    Project Purchase order

    Suggested by Niels Muijs Rejected  1 Comments

    Purchase order confirmation with close for receipt is generation a wrong inventtrans See also support issue: 2410091420002752


  • 1

    The Start/End dates calandar pop-up on WBS form - Schedule Planning tab to be moved

    Suggested by Rejected  1 Comments

    On the Project accounting – Projects form – WBS – Schedule Planning tab – if we have multiple tasks, and click on the Start or End date field on first line (or any of the line on top), the calendar pops up and this blocks the Date fields on the below lines. Engine Group users would like to have this Calendar pop up moved towards the right side of the screen (so that it doesn’t block the visibility on the Date fields on the below lines). 1. Create multiple WBS tasks on the Project – 000058. 2. Click on the Start or end date field for the task – Test 1 (upper lines) – Note that it blocks the view of the Date fields on the below lines.

  • 14

    Project quotation and project quotation confirmation improvements

    Suggested by Martinus Høydal Rejected  3 Comments

    The project quotation and the project quotation confirmation documents are based on the same BDM document in Dynamics 365, which makes it impossible to differentiate these documents. When sending a project quotation confirmation you need to state that it is a confirmation. "A confirmation should have a different title than a quotation". These documents needs to be set up in the same way as the sales quotation and confirmation which is two different templates in BDM.


    I also see that there are some unfished configurations regarding the project quotation:

    • Translating the documents using "defined at runtime" is not working
    • There are quite a few tables available compared to other documents
    • Missing form notes

  • 17

    Project management "Open in Microsoft Project" Bug

    Suggested by Nicolas Majdalani Rejected  0 Comments

    When Opening a WBS with MS Projects, the effort in hours is getting zeroed and the duration is strangely calculated.