Dynamics 365 Project Operations

Customer facing the issue where a purchase invoice was posted with an activity number that does not correspond to the project selected in the associated Purchase Order. Specifically, the Project PO was created without selecting an activity number; however, we observed that the system automatically posted the invoice using an activity number from a different project.

Since retainer invoices do not get linked with a contract line, the current logic from the system will try to get the revenue profile rule for Fixed Price Project from billing method for a Time and Material due to some fallback defaulting. Issue 987096.

If the system is going to default the billing method to be T&M no matter what the project contract setup is, it should not allow a retainer/advance invoice to be created on fixed fee billing method.

There is a legacy field called 'Status' on the projects form. This field is not used in PMA solutions, the project stage field is the one that is used to control the lifecycle of the project. i.e. Created/In process/Finished. This legacy 'Status' field however is still available and if it is 'Finished', while the project stage is 'in Process', the system creates customer retention transactions that cannot actually be processed.

We had examples of when creating invoices with retention, while on the invoice it appears there are retention amounts, the actual invoice voucher & customer balances did NOT reflect the retention deductions expected. This was due to this legacy field being set to 'Finished', even though the project stage was active and we could raise an invoice.

The other part to this problem was when you try to release the retention on a project, it generates a transaction but never gets into the invoice proposal.

This was logged as a support issue but has been deemed as a design limitation of the system.

Request to fix this solution so that the logic looks to the project stage (as with other parts of invoicing that is done).

When Timesheet is rejected user not possible to remove a line but only adjust existing lines.

Only option to Recall the Timesheet Workflow results in lost Timesheet workflow history and rejection reason.

(Also not all users may have rights to Recall Workflow.)

Users should be able to adjust Timesheet (same as draft) when Rejected.

Currently, after an advance is invoiced an available, it can only be applied to the invoice sent to whoever purchased the advance. Which means even if we have multiple customers involved in the contract, advances purchased by non-primary customers will not be applied to the invoices.

We should be allowing this functionality, having multiple customers funding for the same contract happens all the time, this design is putting quite a limit to the app, going against the name "Dynamics".

After confirming with the product group to know that the power app expense app can only display the most recent year's expense data, is it possible for Microsoft to design a filter that allows the user to choose to look at the past few years of expense, which is a reasonable requirement.

Please enable the environment so that even when select CRM, then Project Service Core can installed. The same to Project operation, please make it capable of install when choose CDS.

It would be really helpful if they can be installed without any limitation.

For stocked items, the system is posting the "complete" transaction:

1. Project cost (debit) - Inventory (credit)
2. WIP (debit) - Project cost item (credit)

Project posting for expenses and non-stocked items is just

• WIP (debit) - Vendor, or any other offset account (credit)

However, according to total-cost account method, this is incomplete.

The GL entries must be:

1. Project cost (debit) - Vendor, or any other offset account (credit)
2. WIP (debit) - Change in inventory (credit)

Therefore,

1. rename "Project cost - item" to "Change in WIP"
2. apply not only to stocked items but also to expenses and non-stocked items

In project expense journal and expense management reports,

1. if the project applies WIP (Balance sheet), add "cost" and "change in WIP" posting types,
2. if the posting does not apply WIP, just post project cost.

There is requirement of automation of cost recognition functionality in Project Management and Accounting, this is required when the project type selected as "Fixed Price" with revenue recognition method of "Completed percentage". This functionality is required to recognize cost based on completed percentage method. However, cost recognition of completed percentage will work in same manner as that of revenue recognition principles.

This requirement is complying with reporting requirement of IND AS- 115 - "Revenue from Contracts with customers". Kindly note that "IND AS - 115" is equivalent to "IFRS 15".

Thanks & Regards,

Ayushi Jain

When the Project ID field on the Expense report header is updated, there is wrong Travel requisition found and financial dimensions are taken over from the first (ever) mapped Travel requisition and not the Travel requisition mapped to current Expense report.

Current code from method setDefaultDimension() on TrvExpTable table:

select firstonly DefaultDimension, ReferenceDataAreaId, RecId from reqTable

  exists join trvExpTableTrvRequisitionTable

    where trvExpTableTrvRequisitionTable.TrvExpTable == this.RecId;

Requested code including the correct condition in the Exists join:

        select firstonly DefaultDimension, ReferenceDataAreaId, RecId from reqTable

          exists join trvExpTableTrvRequisitionTable

            where trvExpTableTrvRequisitionTable.TrvExpTable == this.RecId

              && trvExpTableTrvRequisitionTable.TrvRequisitionTable == reqTable.RecId;