Turgay Kayaer Senior Consultant

In the Projects > Work Breakdown Structure form, when we add new tasks, system is generating the "Activity number" but it is not displaying in the Work Breakdown Structure form.

When we clicked "edit" or "publish" button, it is disappearing.

The same issue is occured for the "Project Category" field. Although, we defined the Project Category, it is also disappeared as "Activity number"

1- Those 2 fields can be used to make definitions and link to another functionality (such as, fee journal lines)

2- It generates the "Activity number" in the related table, then why it can not be shown in the Work Breakdown Structure.

3- When we asked Microsoft experts, they proposed to make customizations. Do we really need customizations for the already existing fields?

Best regards,

Turgay Kayaer

Microsoft Dynamics 365 Finance Consultant

Hello,

When we add form/report etc. to the favorite, we can easily reach the related screen in the "favorites". But some forms/inquiries have same labels such as "Invoice journal".

There are many "Invoice journal" labelled forms in D365 Finance. Under Accounts Receivable or Accounts Payable forms have same labels for this.

• Accounts payable > Invoices > Invoice journal
• Accounts payable > Inquiries and reports > Invoice > Invoice journal
• Accounts receivable > Inquiries and reports > Invoices > Invoice journal

As shown above, all those forms/inquiries have same label and when we add to favorites, they are seemed as same labelled.

To understand which one of them related with the which screen, user needs to click one of them.

To prevent these confusions, it can be added a link when the curser goes one of them.

Lets assume, we added 3 of them to the favorites as below:

• Invoice journal
• Invoice journal
• Invoice journal

When the curser goes to the first one, it can show the path.

If more info needed, i can do help!

Best regards,

Turgay Kayaer

D365 FO Consultant