Dynamics 365 Project Operations

Client wants to create expense reports from the "My Expenses" tab instead of using the workspace. the cash advance number and details are not visible in the "My Expenses" tab, which is a key requirement for the client.

The Consumed posting method in the Project accounting > Production parameters doesn't allow having a Costing sheet to be configured.

Therefore, there is no way to include surcharges such as Overhead as part of the cost for the item that is produced.

The alternative would be to configure Indirect cost components within the Project accounting module to add indirect cost when a specific type of transaction is posted.

However, Indirect cost components are not supported when direct Production order transactions are posted.

Suggestion: Add functionality that will create the Indirect cost amount in a posted Project transaction when the Production posting method is set to Consumed and the appropriate Cost category is posted within the Production order. If an Indirect cost is configured for that Cost category, it should create the indirect cost even though the Transaction origin is Production-consumed.

In Finance, all grid views are able to be filterable with ability to SUM/AVERAGE/MAXIMUM/MINIMUM.

In Proj Ops, grid views are not able to be filterable with a subtotal ability.

Idea: to align with Finance and allow grid views subtotals.

In the Projects > Work Breakdown Structure form, when we add new tasks, system is generating the "Activity number" but it is not displaying in the Work Breakdown Structure form.

When we clicked "edit" or "publish" button, it is disappearing.

The same issue is occured for the "Project Category" field. Although, we defined the Project Category, it is also disappeared as "Activity number"

1- Those 2 fields can be used to make definitions and link to another functionality (such as, fee journal lines)

2- It generates the "Activity number" in the related table, then why it can not be shown in the Work Breakdown Structure.

3- When we asked Microsoft experts, they proposed to make customizations. Do we really need customizations for the already existing fields?

Best regards,

Turgay Kayaer

Microsoft Dynamics 365 Finance Consultant

In Microsoft Dynamics Project Operations, when a custom attribute is added to the task grid, its default value is not automatically applied to new records. This issue occurs even though the default value is correctly configured in the attribute settings. Interestingly, the behavior appears to be linked to the visibility of the column: when the custom attribute column is added to the task grid, the default value is not populated; however, when the column is removed, the default value is applied as expected. This suggests a potential bug or limitation in how the task grid handles default values for custom fields.

Environment: Project Operations non-stock

Information: Microsoft time standard time zone is UTC - Universal coordinated time. When a transaction is made for actual transactions the transaction date uses the users specific time zones. The transaction date which is time zone independent shows the correct date.

Issue: When a user changes their local time zone from UTC, and their personalization to their local time zone, then the Document date/Accounting Date are one day off from the transaction date. This poses confusion and inconsistency.

Idea: Solution to make document date/accounting date consistent behavior with transaction date.

Business Value:

Improved decision-making, enhanced trust in the system, reduce risks

In forms, allow that in choice type fields, with the multi choice option active, the hidden values ​​do not appear in the selection list for the user, as happens with the same type of choice field without being multi value.

Reference

BUG ID:1022865

Repro steps:

Switch Entity :INMF

Go to Project management and accounting>>Set up>>Line properties>>Line properties.

Click on New>> name(Billable). Click on Save and close the form.

Go to set up>>categories>>Category groups. 

Click on New>> category group(Item-Group), Transaction type(Item), Line property billable. Click on save and close.

Go to set up>> categories>>Project categories>>select category id(Carrental item), category group(Item grp). Click on save and close the form.

Go to Set up>>Posting>>Ledger posting set up.

Click on new>>select(Cost accounts)>>Select Cost -item. Select any Maina ccount. Click on save.

Select Revenue accounts>>Ledger account types(Invoiced revenue). Update any account. Click on save and close the form.

Go to set up>>posting>>Posting groups.

Click on new>>Project Group(T&M Grp), Project type(Time and Material), Default line property(Billable). Click on save and close the form. 

Go to Projects>>Project contract>>Name(test Contract), Funding source(INMF-000001), Currency:EUR Click on ok.

Click on save and close the form.

Go to All projects>>Projects>>click on new>>Project type(Time and material), Project Group(Test Grp), customer(INMF-000001). Click on ok.

Click on Manage>>Item tasks>>Sales order.

Storage dimensions>>site(Site 1), Ware house(11). click on ok.

Select Item number(1104). Line details( Project)Category(Carrental-Item), Project id(INMF-00001). Click on save. 

Click on Tax information. Select HSN code(0409000). Click on ok.

Click on Tax document. Observed tax calculated.

Select Pick and Pack>> Packing slip posting >>Quantity(All). Click on ok.

Go to Project management and accounting>>select Project(INMF-000001). Click on Hyper link. Click on Manage>>click on Invoice proposal.

Select Transaction types>> check box enable>> Sales order line(All). Click on ok.

Click on search>>select the check box. Click on ok.

Click on post. Click on ok. 

Go to Invoice journal>>Check voucher transaction details , noted down value INR values and EUR values

Go to Invoice Journal >>View >>Original

Actual Results :

System shouldn’t update INR currency amount values on report

Expected Results:

System should update INR currency amount on report

In some organizations, certain expenses, such as airfare, conference fees, etc. are booked by a centralized administrator using a corporate credit card.

Considering the Credit Card import process, it would be valuable to be able to identify a specific bookable resource for each line in the created expense report to provide clarity on which resources particular expenses truly belong to, rather than the administrator that manages the credit card.

When using Project Operations for resource/non-stocked based scenarios with the Full Expense deployment (ie, Expense management in D365FO), when expense transactions are created in the Actuals table via the Dual Write map, the actual lines do not have the bookable resource identified.

Without this information, project managers find invoice creation difficult, as the data is unclear on who the expense is related to. By having the bookable resource identified, the invoicing process would be improved.