Attributes (types, groups) for Master Data (Customers, Vendors, Project contracts, Projects) and Main transaction document (Purchase Orders, Sales Orders) to reduce customisation at implementation
Thanks for extending the concept of Attributes from the Product information/Procurement module to HR module.
It will really be good to have this functionality available for Master Data as well. Although D365 has come a long way with functionality we still need to go through develo...
Make Project ownership fields (Project Manager, Sales Manager, Project controller) configurable or provide ability to rename and increase them
Very often in project implementation most businesses will have a number of project actors on the Project who have responsibility of projects i.e. Project Manager, Sales Manager, Project controller.
These options needs to be made configurable or expanded to about 5 or 6 and provide...
Provide ability to restrict 'Project Stages' by Security Roles or controlled by Workflow
Project stages can be very powerful to drive consistency of process when it comes to project setup, providing the ability to route the project setup to the different parts of the organisation who may have oversight either to the operation or financial aspects of the Project.
The d...
Rename the "Estimates" for fixed-price project to "Recognise Revenue"
The word 'Estimates' have always been confusing for clients when is introduced to them first time. In addition a lot of clients use 'estimate' to actually mean the 'quotation'.
Now that the fasttab which holds the estimate have been renamed to 'Revenue recognition' it will be...
Provide a TOTAL box on the On-account transactions form
The on-account transactions form holds lines for the different on-account transactions (Milestones, Deductions, Prepayment Journal lines, Beginning balances) depending on the project type. They can be created either via Billing rules or manually.
- Client may use...
STATUS DETAILSUnder Review
Provide the option to COPY Purchase order lines from Project Budget/Forecast/WBS
Many project/service organisation operate through some kind of sales process to agree a budget prior to commencement of actual delivery of project/jobs upon agreement by the client.
D365O projects now provide good options of managing budgets/forecasts either via the WBS and throug...
Provide ability to manually Accrue Cost against a Project through a reversing GL Journal related to a Project while on the COST CONTROL form
For many Project-based organisations, there is a requirement to manually accrue costs, as part of month-end process, where the costs are of a nature which is not directly from a system document (e.g. Insurances) or where timing of costs means it has not made it to the system.
Mostly wha...
Provide ability to change PROJECT STAGE settings at PROJECT GROUP level
During implementations, the clients requirement may drive you to define a number of project groups for different types of projects. When in this situation you may typically want the flexibility of being able to lower some of the settings at the Parameter level to the 'Project group' level.&nbs...
Provide "Free text" as an option under NEW > ITEM TASK option to allow the creation of Freetext invoice directly from the Project
By introducing the option to create a free text invoice by leveraging Fee categories against the project (from AX 2012) at a line level, it has effectively made the 'Freetext' a project transaction document (although we know it results in a fee transaction against the project). Howe...
Provide ability to hold the 'Project ID' and 'Category' on FreeText invoice HEADER to default to lines where populated
The Free text document already hold the ability to specify at a line level the 'Project ID' and the 'Category' (project fee category). However, where there are a number of lines needed to be created for the same project, this is very tedious as the user has to manually specify the same project...