Dynamics 365 Project Operations

 Currently import button is from the Time Entry Grid Control and not part of the standard ribbon buttons and it can't be customized the way we are expecting it to be. We expect to have the customization option on time grid control, similar to the customization capability on the ribbon commands.

Companies registered in Ireland are required to file an electronic return to the revenue whenever an employee expense claim is processed. This includes the total paid per employee across the following categories:

• remote Working per-diem of €3.20,
• vouched and unvouched travel and subsistence payments, and
• vouchers and trivial benefits covered by the Small Benefits Exemption ("SBE").

Due to the real time nature of the reporting (submitting the file on the same date as each expense payment), a manual or semi-manual reporting system is inefficient and costly for businesses. Advisors such as KPMG have advised businesses to generate these files from the expense management system where possible. This requirement is therefore likely to be part of the criteria for an expenses system for Irish based businesses or groups with Irish subsidiaries.

D365 expense management could help Irish companies easily meet this requirement by including a form to map expense categories in D365 to the reportable categories above, and the ability to generate the file in the submitable format.

In Project Operations, when cost price is defined in currencies other than organization unit currency, then to conver the cost amount in organization unit currency system uses native project operations exchange rates and not exchange rates synced from F&O through dual write.

For Sales prices standard project operations uses F&O exchange rates for conversion but the same functionality is not applied to cost prices which causes a mis-match between behaviour of system.

Can we have the suggest resources from Resource Requirement instead of Project team member grid.

In Manage Multiple Customers Contract Sales, it states that "Product-based contract lines are automatically associated to the primary customer". This makes no sense in the context of allowing multiple customers. The idea would be that one entity is quoted and signs off but another (e.g. a purchase to pay services company) receives the Invoice.

URL is https://learn.microsoft.com/en-us/dynamics365/project-operations/pro/sales/manage-multiple-customers-contract-sales

In Denmark, it is a legal requirement to have the vehicle registration plate (number plate) on the Mileage registrations

It should then be possible to have a field with a subtable, where numberplates created on the employee could be chosen

Would be very helpful, if it could be possible to have a default numberplate on the employee

In most countries to reclaim VAT/Sales Tax on an employee expense report you need a valid VAT/Sales Tax receipt.

Today, D365 will allow you to post Sales Tax transactions/recover Sales Tax on an expense report line with or without a receipt attached. The Sales Tax calculation appears to only be based on the Tax Group and Item Tax Group selected (which can be linked to any additional Tax Configurations).

The Microsoft guidance is for a user to review all Expense Reports prior to posting and adjust Tax Groups are required.

Having the system automatically disregard Expense Lines without a receipt would minimise the effort by this individual/eliminate the need for this individual saving time and money.

The Ideas:

1. If the 'Receipt attached' field is 'No' the system will automatically not post any VAT/Sales Tax entries
2. If the user could select a 'Receipt Type' (Tax Receipt or non-Tax Receipt) - the system could determine whether or not to post any VAT/Sales Tax entries based on this receipt type.

When the customer wants to create project invoice proposal, the system has a function to select different types of invoices at one time, but separately on different invoices. 

The user is adding lines to the Project item journal using the Excel add-in. However, presently, the cost price for the line is not getting updated automatically and is populate as 0.00 on publishing the data using Excel add-in. However, when the line is created manually on the Project item journal form, the cost price is updated correctly.

The cost price for the line should be updated on the Project item journal when the line is added using Excel add-in.

As a service company that has multiple stages to a project it would be great to have the ability to make a specific job task inactive to prevent any time being posted to that task once it has been completed.

For a simple example a project has three task lines:

Line 1.0 Phase 1

Line 2.0 Phase 2

Line 3.0 Phase 3

Phase 1 of the project has been completed. Task line 1.0 is made inactive

Phase 2 Starts, task line 2.0 is made active

Phase 3 has not started yet, task line 3.0 is inactive.