Dynamics 365 Project Operations

The parameter "Exchange rate date" in the Accounts receivable parameters setup should be considered also for Project invoices/ invoice proposals in the Project management and accounting module.

This is working within a Sales order but not when a Project sales order. This causes inconsistencies in the data reported and is an important requirement for Polich legislation.

The process:

A timesheet is registered on a project that has a reference with a project in a different legal entity. This timesheet is posted. this can be done and scheduled in Batch

The process " create intercompany customer Invoices" is run, this can be done and scheduled in batch.

the ( free text) invoices are posted, this can be done and scheduled in batch.

As a result a pending invoice (AP) is created that can be submitted to batch but not automatically.

A parameter is available that states: Automatically submit imported vendor invoices, in that process manually created invoices are excluded. The invoice that was created above is not really created manually, if it would be possible to be picked up in the automated processes, it would make an improvement.

Customer name on timesheet line should be inherited from customer set on Project and not Project Contract (funding source).

The customer name on timesheet lines doesn't always related to who we are invoicing, for example if we are working with a partner or a supplier to deliver a service to a customer and using subcontractors, we might not want to disclose this information and showing the funding source to the subcontractor. It would also make it easier for the time reporters to find the correct projects for the customers the have been delivering the services to.

We have attached a document on the Hour journal and posted it. When verified the project posted transactions this attachment is not visible in the action pane at the paper clip symbol .

When we add the attachment on the posted transactions and we try to adjust the transaction. This attachment is not visible in the at the paper clip symbol .

Currently when you post a project invoice for multiple sales order line items. The invoice is produced in alphabetical order from the project categories. The invoice should be produced in the same order as the project sales order line items.

Customer reference and customer requisition fields should be available within the project header. These fields should be transferred from the project quotation, when available, and print on the project invoices as all customer invoices require a purchase order and/or reference.

Project budget allocation method - When defining project budgets you have three current options to allocate the budget "By Time period":

1. By year
2. By Quarter
3. By Period

Once defined this sets the principle for all subsequent allocations/project revisions - Create the ability to reset the principle allocation method on project budgets (for each sub-project). You should be able to update the allocation principle and switch between each type, currently you cannot do so. To rectify this issue you have to create a new sub-project and migrate all transactions, so you can enter a new budget.

As the Task tab is empty in Projects, we have few work arounds provided in this documentation: Troubleshoot working in the Task grid | Microsoft Docs

The expected behavior is to see the Task tab with all the needed information, without surfing through the work arounds. Can this behavior be fixed somehow, so we do not need to use the mitigation steps?

On task for project, 8 hours for setting 1 day cannot be changed at present.

This "8 hours" is not always for everyone, so it would be more convenient if this could be customized.

It would be much better if hours would be customizable when setting a day.