Dynamics 365 Project Operations

Print Format tax invoice proposal sequence is not working as per line number. whatever the invoice line amount seq, the system always prints format tax invoice proposal as same sequence. hope we can have a design to display as per line amount/number.

Currently, the Specify Pattern window allows us to define the pattern for each day, one by one.

It will be good to have an option where we can set the From and To dates and choose how many hours we need for days in this window, and the system can default. Users can override the pattern for specific days as per their needs.

However, if, let's say, the user needs to set a pattern for 20 hours in 4 weeks, it is cumbersome to set the pattern for each day. This is where this feature will be really helpful.

The subscription billing form is now available with the project after the release of 10.0.32. When the user inserts a line in the schedule then the first field is the item number as soon as the user entered or selects the item number, the system starts giving the alerts for required information which creates a disturbance in the filling of the information because the system must give time to the user for filling of the information, even after that user is not filling the information then the system starts throwing the alerts.

Here my suggestion is, to improve the user experience, these alerts should be performed during the saving of the form as working on other forms such as the purchase order form.

The recent feature to confirm multiple invoices is neat.

Would be nice to have a similar feature available to mark multiple invoices as paid in bulk.

Currently, duration is the elapsed time between the Start and Finish date according to the project calendar, despite of having non-working days in the bookable resource calendar. 

It means that if customer set holiday to bookable resource calendar, duration still be counted non-working day.

Please help customer to cosider this feature in project operation.

Currently users who have noted an error in the expense report or get verbal feedback from the reviewer need to contact sysadmin team to recall the expense in the workflow so they can edit it and resubmit. It would be better if the submitter (the user or their delegate) could recall/cancel workflow or otherwise bring their report back to draft to edit without relying on contacting sysadmin.

Give us the option to allow supplier invoices to be posted against projects which are in finished status. We may wish to turn a project to finish to allow no more costs to be committed e.g. no further time charged or POs raised. However we may still have outstanding receipted POs where we are awaiting supplier invoices. Currently we have to reopen the project just to post late supplier invoices

We have created a contract value with the currency USD for a Fixed price project, and posted estimates, after posting the estimates, if see the posted transaction by clicking on “Posted” under “Ledger”, the amount is showing in accounting currency (GBP) not same as contract value currency (USD) even after enabling the feature “Enable project contract currency for revenue recognition form”. In this issue after posting the estimates, the estimate amount must display as contract currency (USD) after enabling the feature "Enable project contract currency for revenue recognition form”.

Created a work item reference #783981 (provided in detail information under work item) but this is closed as (Intended behavior) by design. Sharing the work item link Bug 783981: Project estimate transactions are posting in accounting currency not in contract currency. - Boards (visualstudio.com) please go through it and expecting solution in near future.

In project operation app Task should be assigned only to team members. Resources / users who are not in the team member list should be blocked to assign the task.

The "Project funding source" data entity (staging table ProjFundingSourceStaging) seems to require the "PartyNumber" field populating: when left blank for an import project, the error message below is logged.

"Results. The party ID specified does not exist. Results. validateWrite failed on data source 'ProjFundingSource (ProjFundingSource)'"

However, for records where the "FundingType" field is "Customer", it doesn't use that "PartyNumber" field for the customer lookup, but instead uses the "CustomerOrganization" field. This makes the message at best misleading, if not plain wrong: if the value isn't going to be used, it shouldn't fail validation when left blank.

Process:

1. Ensure you have two customers, and identify their customer number & party number
2. Ensure you have a project contract created
3. Create a DMF input file for the Project funding source data entity specifying the project contract above & the customer number for one customer in the CustomerOrganization field and the party number for the other customer in PartyNumber
4. Import through DMF
5. Review the project contract
6. Observe that the funding source added has used the CustomerOrganization field for the associated customer
7. Create a copy of DMF input file, modifying it by removing the PartyNumber and changing the FundingSourceID
8. Import through DMF
9. Observe error The party ID specified does not exist. even though DMF isn’t going to use the party ID in question