Samantha Said Microsoft Support Engineer

When a Purchase Order for a stocked item is created via the Item Requirement, when confirming the PO committed cost is not created.

This occurs when the Cost Commitments has "Item Requirement" disabled.

Customers do not want this option enabled as it will create a committed cost at the time of the item requirement created which is too early. They want the cost committed to the project at the time the PO is confirmed.

In the same scenario with a non-stocked item, the committed cost is updated when the PO is confirmed.

This has been raised via CR 3833884 for AX 2012 R3 and resolved with advising the customer to enable item requirement in the cost commitments (proj. parameters). Please see the CR for replication steps and further details.

Thank you.

When creating a customer that has a type of person, the expectation is that the customer contact automatically creates a corresponding contact record.

This was raised to the Product Team via Dynamics 384579.

Replication steps:

1. Accounts Receivable> Create a new customer record with Type: Person
Customer account: 222111
Type: Person
First name: Firstname
Customer Group: 10
Save

2. Accounts> Contacts> View Contacts
ACTUAL RESULTS:
No contact is created

EXPECTED RESLUTS:
Given the customer is of person type, the expectation is that the customer contact automatically creates a corresponding contact record.

Cost does not seem to be recognized proportionately over a period of time similar to revenue recognition incase of Fixed Price type project using Straight Line Cost Template.

Cost gets recognized immediately instead of being getting staggered over period of time similar to Revenue recognition which the customer needs.

Microsoft support has raised this via 3840655.

The ability to attach notes to a project transaction and have these notes visible within the project invoice once this transaction has been included in an invoice proposal / invoice.

Repro steps:
1. Go to company USMF in Demo build
2. Go to Project Management and Accounting > All projects
3. Select Project "000057"
4. Click Edit
5. Add a new document attachment with a type of Note
6 Go to Project>Journals>Hour add in a new hour journal
7.Go to Manage>Invoice proposal, make sure hours are selected in the transaction types, and click ok
8. Go to Manage> Invoice journals and select the newly created journal
9. Go to attachments and you will see they have not been copied.

Hi Team,

In the operations bank transactions factbox we need to see the related party information for a transaction.

The party information displays the Vendor, vendor ID, vendor name only when the status is "Paid" which can be done when processing the payment (Generate Payment) from the payment journal.

We want the party information to display regardless if the payment is generated through the journal or not. This will greatly assist the finance team to be able to understand what transaction is for what vendor/customer. Without this information it leads to a lot of wasted time for the team to find this information.

The project expense forecast general ledger preview displays the incorrect account based on the project group/line property/category settings that are linked to the forecast.

We understand that the current design is for the forecast shows the detail of where the amount will be posted ultimately and as in this case, it is an internal project, so the amount will be posted to the P&L. Thus the cost account setup on the Category is used. In case of the expense transaction, the cost is posted based on the project group settings and the cost can moved to the P&L using the post cost functionality.

If there is no post cost to P&L being done and the costs remain in Balance Sheet this is displaying the incorrect accounts.