Dynamics 365 Project Operations

Provide access to subprojects only with view access of parent project 

Currently in Dynamics 365, when setting the number of digits for a currency type, it must be set either system-wide or directly in the field. 

However, there is no ability to set the number of digits on a per-application basis. 

Example: For project operation, set the number of digits to 2. For sales hub, set the number of digits to 0. 

If the current setting is implemented, the same number of digits will be displayed because the referenced table is the same. 

Therefore, we would like to request the ability to set the number of digits for each application. 

For our client timesheets come in to D365 in an approved status (bypassing the workflow). However, some timesheets are appearing in 'Reset unposted timesheets to draft' which is causing confusion.   

Each table has a RecId that is unique on its own table, meaning that no 2 records on the same table have the same RecId however, this RecId isn’t necessarily unique on 2 different tables. 

Also, the workflow tracking status table has a link to this RecId and the TableId.

So basically, what is happening here is that there are 2 tables with the same RecId (which again, no problem with this) and the query used only links on the RecId (doesn’t care about the TableId to link to the timesheet table)

Example: Timesheet has the RecId of 5637380088, but there is another record on IQ01 on the table (LedgerJournalTable) mentioned on the TableId that has a workflow associated with it.

 Basically, the query on this form is taking the RecId from the TSTimesheetTable and linking with the WorkflowTrackingStatusTable (It does other links and verifications to make sure if they should appear on the form, but they are irrelevant for this issue).

             The problem here is that, with only this RecId link, there is no way to verify if the WorkflowTrackingStatusTable record is supposed to be for Timesheets or for any other table. For Example:

• We have 2 tables with the same RecId. TSTimesheetTable and LedgerJournalTable with RecId 5637380088 (This can happen, this is normal, no issues here).
• The TSTimesheetTable doesn’t have a workflow associated, but the LedgerJournalTable does have one:
• So, when the query is trying to link the TSTimesheetTable with the WorkflowTrackingStatusTable using only the RecId, it finds the workflow for the LedgerJournalTable. Which is completely wrong.

To fix this issue I suggest confirming if the workflow is from a timesheet using the ContextTableId available on the WorkflowTrackingStatusTable, or, using the Document field to check for Timesheets only.

Project expense journal is used frequently by clients for posting accrual to projects on month end. However, the 'Reversing entry" is not working with project expense journal. Also, there isn't "Reverse" or "Copy" feature available on project expense journal.

Although user can use general journal (daily journal) to enter project related transactions and then utilize the reversing entry feature, the project related data entry in general journal is very inconvenient.

Is it possible to enable "Reversing entry" feature in expense journal or add "Reverse" and "Copy" feature on project expense journal?

Thanks in advance!

Phoebe Pang

When timesheet is created with 2 lines having 2 different projects and hours entered on same day for both projects id let say example Project X has 4 hours on 22/august/22 and Project Y has 2 hours on 22/august/22 

The voucher entries in accounting source explorer, should show one line for Project X for $abc amount and a separate line for Project Y with $abc amount.

This should work without making project id as one of the financial dimensions.

Import Project Tasks Using Excel of Power Automate in Project Operations instead of always adding them manually

When Project Operations format in Personalization Settings is changed to local format, leaving the language setup as English, the 'tasks' view in each project (Project for the Web) is automatically translated to the local language - not only does the format change, but also the language. The rest of the application remains in English.

The idea is to fix this, so that we can use the local format but still use the application in English.

The idea applies to Project Operations for resource/non-stocked based scenarios deployment.

Current:

System is not allowing to post the project adjustment after modifying the sales price of item transaction.

Error: Can’t adjust project transaction for item requirements /Purchase order> Insufficient inventory transactions with status received

Expectation:

Project sales price adjustments are completely project transaction and no place for inventory. System should allow to adjust the project sales price for partially receipted project PO transaction.

Business impact: When having numerous projects within Draft status work breakdown structure it takes a lot of time to publish them one by one.

Present system design: The available specified class ProjWorkBreakdownStructurePublishController is not fully designed for use in the Batch Job system.

Request: Publishing multiple project work breakdown structures with Batch job and fully design the available class ProjWorkBreakdownStructurePublishController in the batch job form.

If the packing slip for the item requirement with a non-stocked product is posted the line status gets updated with "Delivered" instead of "Invoiced".

In case a credit note is generated for the item requirement and the user changes some information in the item requirement line the status is set back to "Delivered". If afterwards the line is invoiced again the status gets not updated and remains in the status "Delivered".

This leads to issues in reporting and evaluations and clarity of open orders. Also it is not clear why the status is differently updated for stocked and non-stocked products. Should be handled the same way.