Custom expense category to be able to use subcategory ledger account and sales tax groupe when "use in project" is set up to yes
Hi All, Currently in Microsoft Dynamics 365 FO, in the expense management module we have the ability to set up expense category to be use in project. This setting allow us to post the expense on project using project ledger account displayed on the expense category when the setting "use in proj...
[Fixed price project invoicing] Lock currency exchange rate for a specific milestone
When using project module to manage customer activity you might need to use fixed price project and invoice your customer by using milestone. In case of business with foreign currency, an exchange rate will be applied on your transaction. Sometimes the rate is fixed by an agreement (e.g for a ...
[Fixed price project invoicing] Lock currency exchange rate for a specific milestone
When using project module to manage customer activity you might need to use fixed price project and invoice your customer by using milestone. In case of business with foreign currency, an exchange rate will be applied on your transaction. Sometimes the rate is fixed by an agreement (e.g for a ...
Add option in "create collection letter per"
Hi, I hope to have two new functionalities in the "create collection per" parameters: 1-Invoice: In some cases, we need to be able to create one collection letter per invoice. 2- Operating unit: In some cases collection management is performed through different operating units within the same...
Collection letter workflow
Hi, It could be helpful to add the possibility to have a workflow approval before post and print a collection letter. In some business collection is very sensitive and a collection letter must be approved by hierarchy before to be posted or printed. This hierarchy could be a project manager for...
D365 Finance] Improving Project Customer Advance
Within the current version of D365 Finance if a user need, within the project module, to ask customer to advance the system displays a form asking the user to provide two information: 1- Customer advance date 2- Funding source 3- Description 4- Advance amount When you work with multiple fundin...