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    Antti Pajunen Innofactor Consultant, Dynamics 365 Customer Engagement

    Antti Pajunen

    Joined: 6/13/2019

    • Blog Posts
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    • Create Unbilled Sales Actuals for Fixed Price Order Lines at Invoicing

      Sat, 12 May 2018 15:10:18 GMT – Dynamics 365 Project Service Automation – New 

      Fixed Price lines need Unbilled Sales Actuals when an Invoice is created. These Unbilled Sales Actuals should then be linked to an Invoice (lookup) and the related Invoice Line Detail. As we currently only have Billed Sales Actauls for Fixed Price lines when an invoice is confirmed, our reporting capabilities are limited. The logic of Unbilled Sales Actuals should be similar with both T&M and FP lines.
    • Add a field on Order Lines to indicate if a Product has been invoiced (PSA)

      Wed, 27 Jun 2018 12:36:07 GMT – Dynamics 365 Project Service Automation – Completed 

      Currently it is possible to use the Contract Performance grids to check if a Product has been invoiced. This involves a decent amount of work and clicking back and forth if a Project Contract has tens, not to mention 100+ Order Lines for Products. I would like to suggest that a field is added on Order Lines (for Products) to indicate whether a Product is invoiced or not. Ideally this field would follow the logic of the Billing status ID field (msdyn_billingstatus) of the Actuals entity so that the field's behavior is similar to what is seen on Actuals.
    • Reconciliation Views Extend booking: Provide "Book from Schedule Assistant" in addition to current auto-book functionality

      Sun, 30 Sep 2018 16:23:57 GMT – Dynamics 365 Project Service Automation – New 

      Current functionality: Extend booking auto-books a Bookable Resource and a double booking may occur. Idea: Create an additional button next to the "OK" and "Cancel" buttons which launches the Schedule Assistant. This way we can choose an appropriate time slot for the booking and double bookings can be avoided.
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