Dynamics 365 Project Operations

In standard project intercompany expense and hour process, the system creates a pending vendor invoice in the project legal entity. On the pending invoice line we can see the intercompany resource being populated and we can post the invoice.

However, when the user wants to code an expense invoice via the pending vendor invoice form manually, the project resource field shows only local resources. In a situation where the expense is related to an intercompany resource (such as flight tickets paid in the project entity) we would need to link the expense to the resource from another entity.

Expected result: Intercompany resources are available for selection on the pending invoice line when coding project costs manually.

When intercompany time writing is activated between two entities, the intercompany resources are visible in the project resources list. However, we cannot select the intercompany resources on a project contract funding rule.

This means that we can define resource specific funding rules for local resources, but the same logic is unavailable for people writing time via an intercompany timesheet.

Expected result: Intercompany resource can be selected on project project contract funding rule.

When we create a project invoice proposals with billing rules we will pass the constant start date, end date and invoice date.

When running this in recurrence batch mode on daily basis the system checks for the same dates which we supplied on the parameters for all days.

if we try to use (DayRange(-30,0)) in query range against Project date but it is not getting filtered out.

if we try to pass future date in start date and end date field it is throwing an error “End date cannot be later than current date of legal entity's time zone.”

as per the limitation of our product we cannot run this in recurrence batch mode.

The idea is to provide a feasibility to supply dynamic values for start date, end date and invoice date so that invoice and other dates will get updated regularly if it was running in recurrence batch mode.

A project resource is available in both the legal entities USSI and GBSI. Assigned with required Project and categories.

While creating intercompany timesheet in USSI, categories should show in the dropdown list if the Category/Resource validation is set to Mandatory under PMA parameter in intercompany(GBSI).

When a user needs to enter a mileage expense, they would choose the mileage expense category and key in the number of miles to be expensed. The current system functionality doesn't calculate the total at the bottom of the screen until the user clicks the refresh icon.

If users do not select the refresh icon to calculate the total, they will receive an error that keeps them from entering the expense. This is due to the mobile application having no initial knowledge of the tiers (confirmed by the product team engineer). Unfortunately, this has led to some confusion for users as they expect the total to automatically calculate for them.

I am suggesting that the mobile app automatically calculates the total for mileage expenses, rather than relying on the refresh button to be selected.

There should be a function that allows us to set up an automatic cost/sales price for item transaction on projects.

Currently, the standard D365 system allow us to set up a specific cost/sales price or markup for each project/project contract. However, this function is only available for hour, expense, fee transactions.

it appears that prices for item can only be configured via Inventory management. Unfortunately, there is no option to set an automatic price/markup for each project/project contract.

Symptom: System Administrator role from the MS user DataIntServiceUser in the Production environment has been removed, causing disruption in the dual write integration. The issue of missing roles on the MS user is crucial for system functionality.

Cause: it seems that this is a bug from Microsoft.

Solution: Create Support ticket for enabling the admin role for current user ID "DataIntServiceUser"

Ideal: Adding a class that could be run to readd default roles to MS users if they are missing. That way if it happens, the issue can be automatically fixed.

The adjustment of posted project transactions behaves incorrectly after enabling the "Multi-select posted project transactions for adjustments and credit notes" feature. Specifically, all existing transactions that have 0.00 cost are displayed in the adjustment form together with the transactions that were initially selected for adjustment. In addition to that, the performance of the adjustment process is significantly degraded compared to when the feature is disabled.

Currently (version 10.0.39), the issue occurs when adjusting Item transactions only. Previously, the problem affected Expense transactions as well. However, these have been fixed during release 10.0.36.

This idea is opened to suggest the same fix is applied to all relevant transaction types.

An ability to use Expense deferral functionality from Subscription billing module in Invoice register journals or Invoice approval journals.

We know that it works with PO invoices and Invoice journals, but we can’t locate any setups for Invoice registers and/or Invoice approval journals, which are also standard and very much used functionality, specifically in very large organizations that are using Invoice import. As our clients do, they are using one of the most well known ISVs to import vendor invoices – ExFlow, that uses Invoice registers and Approval journals functionality.

Our request is a setup or even a manual way to use Subscription billing expense deferrals with this standard functionality and when is it planned for as it is not one client that is concerned about it and asking for it.