Dynamics 365 Project Operations

I am pretty pleased with the app's functionality, but there should be one improvement. The app should allow us to relabel or rename a receipt when it is added. When receipts are saved to the system, they may not necessarily go to an expense right away. It would be nice to be able to label them with the merchant or amount so that when I assign them to an expense, without having to open each receipt. The functionality was available on the retired F&O app.

We are using resource/category validations and within an expense report can use different projects on the expense lines. When creating an expense report line first the category needs to be selected. But all the categories are listed despite the resource/category validation. Only when a project ID is populated does the expense report filter down to the validation group.

This was logged and deemed to be a design issue. -https://fix.lcs.dynamics.com/Issue/Details?bugId=980271&dbType=3&qc=73a8e27e34afe6eb922f5a54366954af580385be91236df6051b3d3e195ce5ff)

We need this fixed so the system does cater to resource/category validations on expenses.

In the business process where the user updates attributes relating to project transactions, often in bulk, the simple yes/no option under Sales price update is insufficient.

Some transactions it would be appropriate to recalculate the sales price. For PO item transactions, this is problematic because the price for recalc coming from the released product rather than the PO means that the sales price is missing in the case of service items, where one service item is used for multiple purposes and will never contain a sales price against the released product.

In the case where you select Yes for an item transaction, the Sales price is recalculated from the details against the released product record, and does not respect the calculation for sales price already carried out for the purchase transaction on the purchase order. In the case of service items where we do not hold any prices against the items, this will always calculate as zero when referring back to the released product record.

The impact is zeroing out a sales price which should be non-zero, this has significant impact on both sales invoicing and accounting as the billed amount will be lower than expected, meaning that the only feasible alternative is to select No therefore making it impossible to make sales price adjustments to service item transactions on projects.

If this function was adjusted to be parameterised to respect source transaction (e.g. Purchase Order) price rather than released product price, this would be a significant improvement.

Project Operations should support the localization of the decimal and thousands separator key (typically a period or comma character) when entering numeric values in fields. On most non-US keyboards, using the "." or "," as a thousandths or decimal separator from the keyboard's numeric keypad doesn't result in the correct separator in PO. For example, a value of 123,456 got entered as 123.456.

The decimal separator should match the region specified in the Personalization Settings (tab Formats). Similar to working in Excel, the output of the decimal separator key is consistent across fields of any data type.

This issue already has been solved in Business Central 09/08/2022 and it should do the same in PO: https://learn.microsoft.com/en-us/dynamics365-release-plan/2021wave2/smb/dynamics365-business-central/support-localized-decimal-separator-numeric-keypads

In the expense management module, we are looking for a new menu item that would be called "All Travel Requisitions" which would provide a list of all the travel requisitions and their current status. This view would be similar to "All Expense Reports" under the same module.

It can be common for intercompany charges to be credited or re-allocated to other legal entity projects prior to the lending legal entity issuing the intercompany recharge invoice. Currently there is no process to hold, settle or allocate pending intercompany charges (credit vs debit) to avoid a recharge taking place (even if the recharge is an error or has been subsequently been corrected).

This results in a legal entity receiving incorrect charges which they need to account for and be aware of when completing recharges or revenue recognition.

It would be ideal if you could monitor pending intercompany charges and place on hold and settle pending transactions - The hold status would allow for transactions to be excluded from intercompany invoicing and the settle process would allow you to match an invoice to credit note (and subsequently remove from the IC invoicing process).

The report that I want to generate is specifically identified as "Expense types per employee", but it is missing the Mileage and Per diem expense types identified by the system, we would like to include those in the report, instead of generating three different reports separately to see everything related to an employee in a single report.

Currently, there is a 10 year limit on the total duration of a project. We have customers who run projects for 10+ years.

Please can this duration limit be extended (and therefore extending the maximum duration of a summary task limit too).