Dynamics 365 Project Operations

I n project management and accounting module

User is trying to reduce quantity or delete the line on item requirement. This is cause common scenario when the during project lifecycle the requirements are changing. Quantity on the item requirement list is used also for analysis of required and used items.

 Getting error message in Intercompany process The intercompany sales order is being updated, and therefore you cannot add/change/delete lines.

Once a partial quantity is picked we will not be able to change the line quantity

I would like to request a new feature in invoice sending that allows for specifying the last weekday within a given period, instead of just the end of the month.

Currently, there is no way to specify a weekday that falls on the last day of the month within the specified time period, nor can you specify the period as just a weekday.

Adding this feature would provide more flexibility for invoice scheduling.

Project Management - Workspace tile showing records of different legal entity.

Description - In project management workspace the tile count is not updating properly. The tile is showing the records of different legal entity.

Customer Expectation - In DEMF legal entity the tile is showing the USMF entity records., instead it should show DEMF entity records.

Before deprecating the One voucher functionality, one additional scenario needs to be considered:

Account for different Projects on different Purchase order lines within the same PO.

Purchase orders are often split to multiple Projects, where separate Project Ids are selected in different PO lines (within the same PO). These PO lines will add cost to each Project, and need to be included in the same PO.

The One Voucher functionality (when the LedgerParameters.AllowMultipleTransactionsWithinOneVoucher is disabled) will prevent posting the Product receipt and Invoice for the Purchase order.

This is also a valid scenario for Fixed assets to create different Fixed assets per PO line.

Make it possible to correct or cancel packing slips for project item requirements sales orders. At least if the transaction is posted to non time and material project as there is no connection for the transaction to customer invoicing.

When creating a new expense from the mobile app, there is an error message related to the amount value format saying 'It is impossible to convert the value xxx into a number'. This happens when the cell phone (and therefore the mobile app) has a different language than Dynamics 365 FO and hinders creation of expenses.

My suggestion: can Microsoft enable to run the expense management mobile app in another language than D365 FO. Indeed, no user would change the phone general settings to only be able to use Expense Management mobile app.

In Project Operations, when a user must correct an expense entry- navigates to time & material backlog - user selects entry, then selects CORRECT ENTRIES - error when trying to correct expenses from vendor invoices that come from FinOps. "Some of the entries that you have selected were not added to this correction journal because they do not have a backing time or expense entry as the originating transaction." This error is referenced to the column external reference which indicates that vendor invoices are generated from an external reference.

No error when trying to correct expenses from expense reports that come from FinOps. This is an inconsistency in behavior as both vendor invoices & expenses reports are considered external references. Request is that the behavior works the same for both Vendor Invoices & Expenses from expense reports – and allows for the quick “correct entries” from the Time & material backlog.

Additional information, Vendor expenses use procurement categories assigned to project category.

When a user needs to enter a mileage expense, they would choose the mileage expense category and key in the number of miles to be expensed. The current system functionality doesn't calculate the total at the bottom of the screen until the user clicks the refresh icon.

If users do not select the refresh icon to calculate the total, they will receive an error that keeps them from entering the expense. This is due to the mobile application having no initial knowledge of the tiers (confirmed by the product team engineer). Unfortunately, this has led to some confusion for users as they expect the total to automatically calculate for them.

I am suggesting that the mobile app automatically calculates the total for mileage expenses, rather than relying on the refresh button to be selected.

The adjustment of posted project transactions behaves incorrectly after enabling the "Multi-select posted project transactions for adjustments and credit notes" feature. Specifically, all existing transactions that have 0.00 cost are displayed in the adjustment form together with the transactions that were initially selected for adjustment. In addition to that, the performance of the adjustment process is significantly degraded compared to when the feature is disabled.

Currently (version 10.0.39), the issue occurs when adjusting Item transactions only. Previously, the problem affected Expense transactions as well. However, these have been fixed during release 10.0.36.

This idea is opened to suggest the same fix is applied to all relevant transaction types.

When a Task on a Project is deleted, the operation initially seems successful as there is no user feedback and the Project is saved however after some time if we return to the Project, we get an error that says the task cannot be deleted. This should be improved with better user feedback so that the user is aware if a Project Task cannot be successfully deleted and for what reason this has failed immediately rather than after some time has passed.