Dynamics 365 Project Operations

Currently in OOB there's no check in system regarding assignment or booking end date on project for a resource when creating time entry. Users can fill the time entry even after the end date of assignment or booking.

System should check the end date of assignment or booking for the resource on project and should not allow to submit time entry after the end date.

On our projects, we know the milestones up front as these are generally agreed upon, but who pays for each milestone changes during the life of the project. For example, initially Customer A may pay for the 1st 5 milestones, but then they transfer ownership over to Customer B to complete the project.

In D365 PMA, the system supports the creation of the Funding Sources and when the Milestones are created they take the Funding Source that applies at that point in time. If the Funding Source changes from Customer A to Customer B then the Milestone will keep its original Funding Source. Currently when a project changes its Funding Source we have to delete all the open milestones and recreate them against the new Funding Source.

We would like a PMA Parameter or Project Contract parameter for "Calculate Funding Source on Invoice Proposal". This would mean when running the Project Invoice Proposal it will look at the current Funding Source and Rules on the Project Contract when deciding who to invoice rather than the historic Funding Source and Rules held on the Milestones when they were 1st created.

Any queries on this please let me know

Kind regards

Adrian

We have a requirement where the Project Manager/Purchasing Team will purchase stock for a specific project to utilise during its life. We would like to be able to raise a PO for a project, receive the stock in and have the stock reserved for the project solely to use in the future via Project Works Orders, Project Sales Orders, or Project Item Journals.

In D365 Project Management & Accounting you can raise Project PO's for stock and non-stock items. When receipting a Project PO for stock items the system (when the PMA parameter Create Item Requirement is set to Yes and Item Consumption is set to No) asks the user if they wish to consume the stock immediately - No creates an Item Requirement Journal which hard reserves the stock and then consumes the stock on Invoicing. There is currently no good method in D365 of: reserving stock for a project for later use by the project.

We would prefer the following design:

• Have a new stock tracking dimension called Project
• For a Project PO for stocked items, when receipting the stock in populate the Project stock tracking dimension with the Project ID
• When receipting the stock do not create the item requirement journal
• In the Stock Reservation forms - warn or prevent users from reserving stock where the Project stock tracking dimension value is different to the Project WO, SO, Item Journal that the reservation is for
• A further enhancement would be to have the ability on Project PO line to state that the stock is being purchased for multiple projects with an initial allocation quantity for each project
• Stock can easily be transferred from 1 project to another by using a Stock Transfer Journal to move from Project A to Project B

Happy to discuss this at any time or hear other people's opinion on this approach.

I’d like to propose a feature enhancement in Microsoft Dynamics 365 Finance and Operations that could significantly improve role management for admins. Currently, the inability to deactivate or archive unused or expired roles can make it challenging for organizations with a large pool of roles to maintain an efficient setup.

Introducing an "Active/Inactive" toggle for each role would help admins manage roles that are no longer in use. Inactive roles would automatically hide from role assignment lists and reporting views, keeping the workspace organized and easy to navigate.

For an organisation with a large number of legal entities, the periodic revenue recognition process requires a lot of repetitive actions in each legal entity. It would very useful to have 'global' versions of the batch jobs 'Create', 'Delete', 'Post' and 'Reverse' revenue recognition.

F+O workflows for Project Budgets, PO Approvals etc. are limited to a small set of fields to be used as workflow conditions e.g. Project ID. All of which can not be delineated in the Project module to indicate the nature or type of Project which can be a required in respect to who and what approvals are required. E.g. a capital project may have additional approval steps / controls compared to an internal project.

As there is only 1 Project ID number sequence, this field can not be utilized as a workflow condition to dictate workflow branches based on the nature of the Project. The only viable work arounds are to either have a manual Project ID number sequence and inform users of Project ID naming conventions which they will need to enforce on their own or create a Project Group financial dimension.

In respect to the Project Group financial dimension, this is not an ideal candidate for a financial dimension segment as we can dictate postings based on Project Groups and have dedicated accounts for capital v. internal v. revenue etc.

Idea: Utilize the same functionality / logic as Fixed Groups to allow for the definition of unique number sequences by Project Group. This would both enable the use of Project ID in workflow configurations beyond simply 'Is Project? condition' and eliminate the need for customers to create a Project Group financial dimension simply to add improved workflow capabilities.

Alternatively - Add the Project Type field into Project Budget and Purchase / Sales Order workflows

The investigation into transportation details and the text engine for setting a ship-from Applicability rule for project invoice proposals confirmed that the address is taken from the transportation details loading address. This was verified with the official Microsoft Tax Calculation engine team. However, it was communicated with the Microsoft Project Accounting team that there is no way to default the loading address automatically for project invoice proposals; it must be selected manually. This raised concerns about the feasibility of manually entering the transportation address due to the high volume of projects and invoice proposals.

I would like Microsoft to enable a default loading adress. For now, this is only possible manually. Which is not workable in practice.

Tracking ID: TrackingID#2406130050003155

There should be a function that allows us to set up an automatic cost/sales price for item transaction on projects.

Currently, the standard D365 system allow us to set up a specific cost/sales price or markup for each project/project contract. However, this function is only available for hour, expense, fee transactions.

it appears that prices for item can only be configured via Inventory management. Unfortunately, there is no option to set an automatic price/markup for each project/project contract.

Currently, project tasks are managed by checking whether the completed work time exceeds the total work time.

For example, there is no feature to check whether a task is complete even if the completed work time is less than the planned time.

By implementing a feature to check whether a task is complete or incomplete, regardless of the completed work time, users will be able to manage their tasks more accurately.

If we are making the project as deactivated and still allowing the user to go ahead and do the resource booking process, we are blocking the resource against an inactive project and make them unavailable for any new resource requirements.