Mousa Bawadi IT Director

The suggestion for the Procurement Module,

Whenever we initiate a new Purchase request in D365 finance and operation, the system select the vendor name based on a predefined procurement category but most of the time the system select the wrong vendor for many reasons like ( we have multiple purchase  agreement under the same procurement categories and other reasons ), anyway the employees submit the P.R workflow without noticing that the system selected the wrong vendor , So my suggestion is the following :

1-     Remove the auto-selection for the vendor unless I picked it up by myself

2-     If the user selected the wrong vendor name for any reason and the purchase department change it later, the system should reflect the new change on the Purchase order (now the system reflects the change on the vendor account and keep the invoice account linked to the wrong old vendor )

Please check and advice 

We noticed that the cash advance setup and the request do not have a project number, while our project managers need to approve the cash out before it’s occur 

We are trying to implement the project budget in the project accounting module, but we are facing a few issues:

1-     The system allows the project managers to add budgets with any type of control or limitation, I suggest the system have a budget ceiling like total contract value or any suggested control

2-     The system should allow for non-financial impact budget items like contingency reserve and management reserve