• 1

    Dynamics 365 Finance Project management line of business maintenance

    Suggested by Francisco Orozco – New  – 1 Comments

    Wish there is an option to easily maintain project line of business, not featuring project line of business from the project account, user may only track the line of business from a customer or vendor (e.g. investment project construction complex, investment project hospital, investment project asset equipment for aerospace, etc..)

  • 1

    Dynamics 365 Finance project management council board tracking

    Suggested by Francisco Orozco – New  – 0 Comments

    Wish there is an option to easily identify, track and maintain project council board, for purpose to easily address, inquiry or report in the event of disruptions, decision making, council, approval, changes, or other. Not featuring council board, user may potentially not easily identify or differentiate from officials, or conventional contacts or accounts.

  • 1

    Dynamics 365 Finance Project management project damage expenses tasks type

    Suggested by Francisco Orozco – New  – 0 Comments

    Wish there is a potential option to easily identify eligible or potential project damage expenses task type when project damages maybe evaluated and to be assigned to a vendor, customer or to our internal legal entity due to potential (e.g. labor disruption, material disruption, time impact, delivery impact, weather, penalties, etc.) Currently we can assign tasks expenses to vendors, however there is no option to easily have the option to change a task item to a vendor, customer or to the legal entity internal project expenses at potential time of billing. Featuring potential vendor project retention maybe helpful and maybe an alternative solution, however sometimes a project potential or eligible damage maybe due to customer or internal company responsibilities.

  • 1

    Dynamics 365 finance project management customer discount ledger posting

    Suggested by Francisco Orozco – New  – 2 Comments

    Wish we can easily visually identify and configure customer ledger discounts, for purpose to easy financial reporting by project. Not featuring project ledger posting discounts by customer, user may potentially not easily financially identify discounts or value saved on project account basis.

  • 1

    Dynamics 365 Finance Project management project vendor discounts ledger posting

    Suggested by Francisco Orozco – New  – 2 Comments

    Wish we can easily visually identify and configure vendor ledger discounts, for purpose to easy financial reporting by project. Not featuring project ledger posting discounts by vendors, user may potentially not easily financially identify discounts or value saved on project account basis.

  • 1

    Dynamics 365 Finance project management default bank account (s)

    Suggested by Francisco Orozco – New  – 0 Comments

    Wish there is an option to easily default a project preferred default bank account, for purpose to ease project transaction funding and disbursement to vendors. Not featuring preferred default banking account when generating payments or receiving payments from customers, user may potentially not efficiently track project funding sources and destinations.

  • 1

    Dynamics 365 Finance Project management task precautions Maintenance

    Suggested by Francisco Orozco – New  – 1 Comments

    Wish there is an option to maintain project tasks precaution maintenance, for purpose to easily visualize, monitor, inquiry, report while inspecting or supervising. Not featuring project precautions, user might not easily visualize advanced prevented precautions on potential tasks, concurrent tasks, scheduled tasks, scheduled personnel, eligible vendor or customer, quality inspection, experience, quality material, skills, designs, hours entries, rate or fees, item, expiration dates, etc.

  • 1

    Dynamics 365 Finance Project management journals task templates

    Suggested by Francisco Orozco – New  – 0 Comments

    Wish there is an option to easily setup task templates or (task assembly kits), not featuring a task template, user might potentially enter on a task by task basis, rather then entering a task template or retrieve from a task master. Featuring WBS work breakdown structure for tasks, maybe helpful, however not featuring task templates from journal entries (expense and timesheet), user might potentially enter on a task by task basis, or single task basis.

  • 1

    Dynamics 365 Finance project management calculated customers line of credit

    Suggested by Francisco Orozco – New  – 0 Comments

    Wish there is an option to include and easily visualize a calculated grand total customer billing account line of credits, not featuring customer total line of credits, user might potentially calculate outside the system.

  • 1

    Dynamics 365 Finance project management calculated vendors line of credit

    Suggested by Francisco Orozco – New  – 0 Comments

    Wish there is an option to include and easily visualize a calculated grand total vendor line of credits, not featuring vendor total line of credits, user might potentially calculate outside the system.
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