Dynamics 365 Project Operations

Logged a work item reference#754569 and closed as duplicate.

REPRO STEPS

1.Navigated to “USSI” legal enity, project management and accounting>projects>all projects as shown in below screen shot.

2.Under the projects clicked on “new” button given “project type-Time and material, project id-000000128, project name-TEST VRSTS, project group-TM_WIP, project contract id-00000103 and start date-10/1/2022” and clicked on “create project” as shown in below screen shot.

3.Under the project clicked on “project, project stage-released” as shown in below screen shot.

4.Under “manage” tab clicked on “purchase order” as shown in below screen shot.

5.Given “vendor account-US_SI_000006, project id-00000128, site-mainoffice, warehouse-mainoffice” then clicked on “OK” as shown in below screen shot.

6.After clicking on “OK” button system asked for “default financial dimensions from project” then then clicked on “NO” as shown in below screen shot.

ACTUAL RESULTS

Under purchase order financial dimensions, we can see the “businessunit” picked even after clicking on default financial dimensions from project as “NO”.

EXPECTED RESULTS

System must not pick any financial dimensions after clicking on default financial dimensions from project as “NO”.

Requesting to make available this feature in future for customer.

Hi,

on the grid view we can see there is a description/comment as it is showing as a little blue pin but when we hover over, it is not reading that description/comment. It is reading number of hours and that's available already so there is no point to show that information.

Kind Regards,

Marina

Actual Result: AP vendor invoice journals and purchase orders do not display project stage data in the project drop-down selection.

Expected Result: Customer's expectation is to display project stage data in project drop down in AP vendor invoice journals and PO.

Under the voucher transaction we can see “WIP-products” account name posted to “project-WIP cost – item” instead of “P&L” account. Also logged work item reference #759615 and closed it as by design please make available this requirement in future.

REPRO STEPS

1.Navigated to project management accounting>projects>all projects as shown in below screen shot.

2.Under projects selected “project ID-00000092” and clicked on “manage” tab “sales order” as shown in below screen shot.

3.Under the sales order given “item number-50150, quantity-1 “ and clicked on “confirm now” under “actions” button as shown in below screen shot.

4.Clicked on “post packing slip” under “pick and pack” as shown in below screen shot.

5.Under packing slip given “quantity-all” and clicked on “OK” button as shown in below screen shot.

6.Again clicked on “project ID” under line details as shown in below screen shot.

7.Under “manage” tab clicked on “invoice proposal” as shown in below screen shot.

8.Under “transaction types” selected sales order line, all, and clicked on ‘OK” button as shown in below screen shot.

9.Selected the journals and clicked on “OK” button as shown in below screen shot.

10.Under invoice proposal clicked on “post” button as shown in below screen shot.

11.Under “manage” tab clicked on “invoice journals” as shown in below screen shot.

12.Under invoice journals clicked on “voucher” as shown in below screen shot.

13.Below are the voucher transactions.

14.Again came back to sales order, under “sales order” tab clicked on “purchase order” and under “vendor account-US_SI_0000006, item number-50150, quantity-1, purchase unit-800” and clicked on “OK” button as shown in below screen shot.

15.Under “line details” “product” tab clicked on “reference number-0000027(where it will take to PO)” as shown in below screen shot.

16.Under PO given “item number-50150, quantity-1, unit price-800” and clicked on “confirm” button as shown in below screen shot.

17.Under “receive” tab clicked on “product receipt” and posted with the product receipt as shown in below screen shot.

18.Under “invoice” tab generated invoice by giving “invoice number and description” and posted the invoice as shown in below screen shot.

19.After clicking on “invoice” under “journals” then again clicked on “voucher” as shown in below screen shot.

ACTUAL RESULTS

Under the voucher transaction we can see “WIP-products” account name posted to “project-WIP cost – item” instead of “P&L” account.

EXPECTED RESULTS

The voucher transaction it must post to “P&L” account instead of posting to “project-WIP cost – item”

In the project management and accounting module, the project quotation needs to convert to sales order, as this functionality is not available, expecting this feature in near future.

Wish there is an option to easily transfer an internal project to a fixed asset, featuring investment projects maybe optimum conventional, however featuring an option to transfer an internal project to a fixed assets, maybe ideal (e.g. sound production when doing research and development).

Not featuring internal projects option to transfer to fixed asset, user may alternative feature investment project, when a project may have option to easily be dispose to an expense rather then featuring to a fixed asset legal entity item.

Path: Project management and accounting>Timesheets>All timesheets - Timesheet tab>Related information>Hour transactions

CURRENT DESIGN SCOPE:

First scenario:

When an Employee is posting a Timesheet/Hours transaction in the Legal entity (i.e. Company A) where the resource is employed, the corresponding related Hour transaction can be seen/tracked in the following forms:

Project management and accounting>Timesheets>All timesheets – Timesheet tab>Related information>Hour transactions

Project management and accounting>Inquiries and reports>Transactions inquiries> Hour

Second scenario:

When an Employee is posting an Intercompany Timesheet/Hours transaction against a Legal entity (i.e. Company B) where he is NOT employed (resource is employed only in Company A), the corresponding related Hour can NOT be seen/tracked in Legal entity (i.e. Company A) where is employed, in any of those forms (Timesheet tab>Related information>Hour transactions / Transactions inquiries> Hour

Those observed results are working as per design.

Here are the places where users could currently review those posted Intercompany Timesheet/Hour transactions:

> From the source/loaning Legal entity (where the resource is Employed, Company A), after the Project invoice has been posted from the target/borrowing Legal entity, you can check posted Hours and total amounts under PMA > Project invoices > Intercompany Customer invoice

> From the target/borrowing Legal entity (where the resource is not Employed, Company B), you can check under PMA > Project > All project > Choose Project ID > Pending transaction/Posted transaction.

FEATURE REQUEST:

Either for the employee who posted the Timesheet or a resource that has access across both Legal entities (Company A and B), they should be able to view the related 'Hour transactions' from the Intercompany timesheet entry

Issue:

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User is getting notified as you can only select up to 25 resources at a time while trying to bulk update work hours.

Repro Steps:

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-> Go to D365 Instance

-> Select and Open Project Operations App

-> Click on Resources

-> Under the Active bookable resources, select All.

-> now click o set Calendar which you can see in the Header.

-> Now you will be notified with a dialog as "To apply a work template to resources,

you can only select up to 25 resources at a time"

Expected:

===========

User should be able to select All and able to set calendar for respective Work hour template.

Actual:

==========

User is getting notified as they can only select 25 resources at a time and not more than that.

Ask:

=========

Need this feature if there is a way/ work around Where users can be able to set calendar/ work hour template for more than 25 resources at a time in Project Operations.

*** [BRIEF DESCRIPTION OF THE PROBLEM] ***

Customer has created a project invoice with chargeable category in CE side and before confirming changed it to non-chargeable. When the customer checked the invoice proposal in F&O, the same is created without lines, hence customer is not able to post the invoice in F&O

Details for issue 698689 (dynamics.com)

Request you to re-validate above scenario and provide the suggestions

Hi,

We need an integration of project operations and the new subscription billing module functionality.

Many thanks for your consideration.

Cheers,

Ludwig