Manuel Colunga

The following changes are suggested for the top 100 supplier report:

Refactor the PurchRankingDP.insertIntoTempTable() method from private to protected.

Modify the loop logic in the PurchReport_Ranking.run() method.

Additionally,

Add the following fields to the report: vendor commission group, invoice amount, and subtotal amount. This will give better visibility and analysis of their vendor information.

In Dynamics 365, the commitment cost of a project budget currently reflects the net amount (including discounts) when the accounting configuration includes a designated account for discounts. However, when the related purchase order (PO) is consumed, the discount is excluded, and the budget consumed reflects the full amount of the PO.

For example:

A PO is confirmed with a line item of USD 1,000 and a 10% discount, resulting in a net amount of USD 900. At this point, the budget commitment is recorded for USD 900.

However, when the invoice is posted, the budget consumed is recorded for the full USD 1,000, which is the expected behavior.

The request is to align the commitment view with the consumed budget view, meaning that the commitment cost should also reflect the full amount (USD 1,000), without applying the discount.

This adjustment would ensure consistency in budget tracking and better reflect the actual financial impact of the PO throughout its lifecycle.

Currently, project quotes can include a discount, for example:

Sales: $1,000

Discount: $100

Net amount in the quotation: $900

When transferring this quote line to the project forecast, the value transferred is $1,000, not including discounts.

It is suggested to consider including discounts so that the sales price in the forecast is the net amount of the quote, including discounts.