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Dynamics 365 Finance project management project item tasks purchase item replacement maintenance tracking
Suggested by Francisco Orozco – New – 0 Comments
Wish there is a future option to easily maintain project tasks type for items for purchase replacement, not featuring purchase item replacement maintenance, user may not easily identify original versus replacement purchase items in the event of no stock, emergencies, product qualities, product variances, product comparisons original versus replacement, and potential pricing increases/decreases. Featuring purchase item type project task replacement, might potentially prevent or efficientize potential project eligibility on hold stages. -
Dynamics 365 Finance project management project supporters tracking
Suggested by Francisco Orozco – New – 0 Comments
Wish there is an option to easily maintain project supporters and/or supporter type, for purpose of future dashboard or graphics. Not featuring project supporters, we may potentially not easily graph reports by eligible project supporters. (e.g. public, private, consumers, city residence, investors, market industry, market evaluations studies, other). -
Dynamics 365 Finance Project management project funding remaining balance percentage report (customer credit line – vendor credit line – project banking) account detailed
Suggested by Francisco Orozco – New – 0 Comments
Wish there is a project funding remaining balance report (e.g. customer total credit line - vendor account credit lines - preferred project banking account fundings) including percentages. Not featuring a project funding remaining balance by accounts, user may not easily visualize funding status stages at any time, or easily compare against expectations. -
Dynamics 365 Finance Project management project funding remaining balance percentage report (customer credit line – vendor credit line – project banking) summary
Suggested by Francisco Orozco – New – 0 Comments
Wish there is a project funding remaining balance report (e.g. customer total credit line - vendor credit lines - preferred project banking funding) including percentages. Not featuring a project funding remaining balance, user may not easily visualize funding status stages at any time, or easily compare against expectations. -
Dynamics 365 Finance Project management Project funding detail directory
Suggested by Francisco Orozco – New – 0 Comments
Wish there is an option to easily visualize, inquiry or report project funding account detail. (e.g. project default banking funding, project vendor credit lines, project remaining estimated total balance, project grand total estimated balance total, grand total customer credit lines, etc.). Not featuring project funding in a summary, user might potentially process funding calculations outside the system. -
Dynamics 365 Finance Project management Project funding summary directory
Suggested by Francisco Orozco – New – 0 Comments
Wish there is an option to easily visualize, inquiry or report project funding summary. (e.g. project default banking funding, project vendor credit lines, project remaining estimated total balance, project grand total estimated balance total). Not featuring project funding in a summary, user might potentially process funding calculations outside the system. -
Dynamics 365 Finance Project management line of business maintenance
Suggested by Francisco Orozco – New – 1 Comments
Wish there is an option to easily maintain project line of business, not featuring project line of business from the project account, user may only track the line of business from a customer or vendor (e.g. investment project construction complex, investment project hospital, investment project asset equipment for aerospace, etc..) -
Dynamics 365 Finance project management council board tracking
Suggested by Francisco Orozco – New – 0 Comments
Wish there is an option to easily identify, track and maintain project council board, for purpose to easily address, inquiry or report in the event of disruptions, decision making, council, approval, changes, or other. Not featuring council board, user may potentially not easily identify or differentiate from officials, or conventional contacts or accounts. -
Dynamics 365 Finance Project management project damage expenses tasks type
Suggested by Francisco Orozco – New – 0 Comments
Wish there is a potential option to easily identify eligible or potential project damage expenses task type when project damages maybe evaluated and to be assigned to a vendor, customer or to our internal legal entity due to potential (e.g. labor disruption, material disruption, time impact, delivery impact, weather, penalties, etc.) Currently we can assign tasks expenses to vendors, however there is no option to easily have the option to change a task item to a vendor, customer or to the legal entity internal project expenses at potential time of billing. Featuring potential vendor project retention maybe helpful and maybe an alternative solution, however sometimes a project potential or eligible damage maybe due to customer or internal company responsibilities. -
Dynamics 365 finance project management customer discount ledger posting
Suggested by Francisco Orozco – New – 2 Comments
Wish we can easily visually identify and configure customer ledger discounts, for purpose to easy financial reporting by project. Not featuring project ledger posting discounts by customer, user may potentially not easily financially identify discounts or value saved on project account basis.
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