Dynamics 365 Project Operations

Creating a project production order with a consumed posting type should be allowed even though the costing sheet exists.

Below is the scenario

According to IFRS and POC if we have a production order lasting 24 months, and each month we consume raw material, overhead, hours, they have to go into costs so that with POC logic (%complete) 

We can achieve a revenue. If we can’t use posting method consumed, we stay 23 months with 0 costs and 0 revenues and then, when machine is reported as finished and so basically invoiced, I have all my costs and so my revenue.

This is not correct for an accounting perspective.

Currently, the project contract can only either be in status Draft or Confirmed. Because after the contract is confirmed it can no longer be edited, Microsoft suggests to keep it in status Draft. That is misleading for Account managers and Project managers. Thefore, a new status should exist between Draft and Confirmed to signal that the project contract is complete, such as Ready or Qualified. If a new status is introduced, the Draft status should prevent invoicing.

Regarding Dynamics 365 Project Operations, currently, there is no default feature to automatically relate roles from selected bookable resources when creating project records.

When creating Project records, according to selected bookable resource records on "Project manager" fields on the form, team member is added to the created Project record.

The role of this added team member would be always "Project Manager" instead of related roles from selected bookable resources.

However, some users would like to set related roles when creating project records.

It would be great if related roles with selected bookable resources could be set by default features including Power Automate.

With the current functionality, it is not possible to create new lines in the contract lines tab after an order has been received.

However, if we want to use the same sales order data to manage the excess of the contract after the order is received, the feature to create a new line in the contract lines tab of the sales order data after the order is received will improve convenience.

On "Expense Estimate" tab in a project record form, users must manually a record one by one.

When creating "Expense Estimate" on it, it takes some to process.

Users would like to register multiple "Expense Estimate" records on it, but it takes a huge time.

It would be great for users to have a feature to import or register the records in bulk on "Expense Estimate" tab in a project record form.

While creating the budget the forecast models are usually pre-filled with Original and Remaining. Given this, inspite of drop down showing Remaining , if someone forcefully types Original there is no check to stop it. if the user types an incorrect value project budget will be mixed and provide incorrect values.

It would be great to have a check to stop incorrect values to be captured.

On the time entry screen of the Project Operations app, click the Copy Week button in the dialog box "Start Week", "Start Date", "End Date", etc.

The display name is confusing to users, so the weekly copy feature is not familiar to users.

From the above, we want to make the display name easy to understand that the start week is the period of the copy source and the end collection is the period of the copy destination.

We ask that developer allow customization of the dialog box or change the display names such as "Start Week", "Start Date", and "End Date" to more descriptive display names.

If Sales prices for hours are invoiced without a full currency amount (e.g. 120,50) and no full hours (e.g. quarter hours and three-quarter hours), D365 rounds the decimal places at line level.

This can lead to differences in cents adding up in the total and an incorrect invoice amount being issued in relation to the sales price per hour.

Example: One hour has a sales price of $127.50. The service is invoiced with three items of 0.25 hours, 0.75 hours and 1 hour. The total of 2 hours is $255, but the individual lines are rounded up and the invoice amount is $255.01.

The more positions with 3 or more decimal places, the more the difference is added up. A manual change is not possible.

In connection with eInvoicing, which will be mandatory from 2025 in Germany for B2B-transactions, the check leads to the invoices not being accepted and rejected. It is not possible to change this logic with the rounding settings in the system.

The rounding rules must be adjusted in order to comply with legal requirements.

It would be great to have the ability to automatically update the price of a quote when a team member's role changes in Dynamics 365 Project Operation.