Dynamics 365 Project Operations

We received feedback from our customer that it would be helpful for users to receive a warning when the same field is updated by another user in parallel as it is the case in F&O. For example, if the customer in a project changes and another user changes it in parallel, the user should receive a warning message that says (similar to F&O): "The record shown has been updated by another user."

The advantage would be that updates by any users would not have the risk of overwriting values that are (already) changed by another user at the same time.

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

When creating a new expense from the mobile app, there is an error message related to the amount value format saying 'It is impossible to convert the value xxx into a number'. This happens when the cell phone (and therefore the mobile app) has a different language than Dynamics 365 FO and hinders creation of expenses.

My suggestion: can Microsoft enable to run the expense management mobile app in another language than D365 FO. Indeed, no user would change the phone general settings to only be able to use Expense Management mobile app.

At present, when modifying the Financial dimensions in the Expense report header, there is no feature available to automatically update the Financial dimensions in the Expense report lines. It would be beneficial to develop this new functionality to minimize the manual effort required when adjusting the Financial dimensions for Expense reports that contain multiple lines.

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.

I have created a project quotation with 100 lines and want to update the estimated project start date on header level. The value is now 1-5-2025, but that date is in te past and I want to set it to 1-6-2025.

On line level the project date is set to 1-5-2025, but when I try to change the date on the header to 1-6-2025, an error message is thrown: Estimated start date cannot be later than the project date on the quotation lines

I don't see any way to update multiple lines tot the new date, so I have to change the date on all 100 lines line by line...

My suggestion: if you change the estimated project start date on header level, show a pop-up to trigger an "update to all lines" to change the project date

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.