Dynamics 365 Project Operations

When an asset has been created from the Project management and accounting module and additional cost to add life to the asset are incurred in a sub project then D365/AX can only posts these costs as a new 'acquisition'. There is no possibility to select a different posting type such as acquisition adjustment or write up journal, etc.

Please make a corresponding enhancement with the next release.

Thank you and best regards,

Stacy Black

There should be line discounts on project item transactions and project invoice in order to invoice items with use of projects item transactions. You often invoice item transactions which originate from project item journals and project purchase orders instead of using a project sales order.

You have trade agreements with discounts, and use for example both retail/sales orders and projects to deliver/invoice items to the customers. But since discounts are not fully supported in project module, then you need extra manual work to support both scenarios.

As-is there are discount fields on some project business documents, but you need discount fully implemented on all documents in order do fully support discounts in same way as using standard sales order, including transfer from project quotation to project. For example there are now no discount on item requirement, WBS, project invoice report, project adjustment etc.

There are also different behaviour when discount is used as-is, either the net amount is reduced with discount or the unit sales price is reduced with discount on the project item transactions. It should be consistent with net amount reduced with discount, with discount field in addition as on sales order. I have submitted this to Microsoft and it has been postponed - LCS link: https://fix.lcs.dynamics.com/Issue/NotFixed/1187145?bugId=3838627&qc=80d1139efec6e5968deca0fc4bae275f16a19c67ad29f3682eafb8d8f3ceeec2

In the OOB grid for time entries, creating a new entry opens a quick create form.

Let's click Save & Create New in the quick create form.

The time entry you create does not appear in the grid.

You need to manually refresh the grid to make the entries appear.

This wastes the "Save & Create New" benefit (not having to close the form).

Please consider updating the feature so that the grid is auto refreshed, when click "Save & Create new" in the "Quick create form".

Create data entity for Estimate Projects (ProjWIPTable).  Without this data entity, the necessary estimate project cannot be loaded and associated for Fixed-Price projects through data migration.

There is no functionality for posting project cost accrual on purchase receipts. Such functionality is available for items though parameter ‘Accrue liability on product receipt’ in ‘Item model group’. Also, for procurement category though parameter ‘Accrue purchase expense on receipt’ in procurement category policy rule. But both do not work correctly for project cost. These is a workaround for this scenario which details are explained here: https://docs.microsoft.com/en-us/dynamics365/unified-operations/financials/accounts-payable/project-cost-accrual-purchase-receipts But this workaround is not very good. It is fine for a project cost tracking, project budget control and so on. But from accounting point of view is not very correct because the cost posting is according to the inventory posting setup (Purchase expenditure, un-invoiced) but not project ledger posting setup. The other reason this scenario is not exhaustive is missing purchase receipts date in project transactions. Without these dates even these are posted project cost accruals in ledger they cannot be reconciled with the project module.