In Polish legal entity there is a functionality for Polish credit note in Sales ledger on Sales Orders.

However, it is missing for Project sales invoices in PMA module. The same functionality should be extended for project sales invoices and credit notes. All Polish credit notes need to have 2 corrective lines and original invoice ID.

In the current Dynamics 365 behavior, the system allows a user to dissociate a task from a project contract line in Task Billing Setup even when that task is already linked to confirmed vendor invoices and actuals. This dissociation happens without any warning, validation, or system block.

This can result in:

• Confirmed vendor invoices being reversed and reposted with no associated contract line, breaking the financial traceability and project integrity.

• Errors when trying to relink those tasks later, such as:“A few or all of the selected tasks could not be associated to this Quote/Contract line.”

In contrast, associating a task to a contract line is strictly validated. But the reverse action (dissociation) is not protected, making it easy for users to unintentionally corrupt billing links on live projects.

Proposed Solution:

• Add a validation check or user warning when dissociating a task that has existing actuals or confirmed vendor invoices.

• Optionally, block dissociation if such links exist.

• Include audit logging to record who performed the dissociation and when.

This change will protect against data loss, maintain billing consistency, and bring the same level of control to dissociation as exists for association. It will greatly help in production environments where project and billing data integrity is critical.

How do I expand Projects hierarchy all at once instead of one at a time

Dual Write analytics

It will be really useful, if we have a Monitoring/analytics Tool for Dual write similar to Power Automate analytics. This should be able to scheduled and proactively provides the detail for Errors and warning around Dual write Mappings and integration.

Report or potential Tool should cover following area

• Plugin trace log for Dual Write Real time Integration from ProjOps to FinOps
• Dual Write Health Check for each Mappings running

XDS policies for security work in the web browser for Dynamics 365 Finance & Supply chain for expense management. This means expense categories can be restricted to financial dimensions so that a user can only see categories that are part of their site or department.

The mobile app ignores these policies and allows all users to see all expense categories which is a security concern first, that a mobile app would by pass security from the base application, and also is a bad user experience because a user sees a much larger list than they are assigned.

Please extend this so security is handled by the application using XDS.

We create the project budget by entering the cost/revenue amount by selecting the project ID and the category ID. Both fields are mandatory on the budget line. Thus, we are not able to create an overview budget at the transaction or category group level at this point. However, we have the same option on the "project budget balances" inquiry form. We can group by the project balance at the category, category group, transaction, and cost template level even if we create the budget and the transactions in different levels.

For instance, for a project that will take 3 years to complete, we may want to control the costs vs budget so as not to exceed the budget. At the beginning of the project, we could estimate the total transportation costs for expenses but couldn't separate them by specific categories like flight, train, bus, rental car, etc. However, when we create actual transactions during the project execution, we need to post costs at the category level because we need to use different cost accounts and report the costs in category detail. The system doesn't allow posting an expense by using one of the categories mentioned above. Because it always controls whether a budget line with the same category is created, or not. In this case, we have a budget line with a generic category, "transportation" and the system cannot match them.

This budget tracking process should be parametric and we should be able to create detailed or summarized budget and have the option to select the budget tracking level.

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.

Hello

In the New Expense App, it is currently not possible to see and edit the financial dimensions.

The goal is to make them available the financial dimensions in the App and to also have the possibility to split them.

The employee has to use D365 to adjust them, so for some of them the App is not useful...

Thanks

Olivier

the user should be able to change Project date as the same date as "Adjustment date" during Adjust transaction process, this will enable to reconcile between the subledger and General Ledger.