D365
19 results found
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Remaining PO amount should be displayed with running total and declining balance so sales can get more PO
Need a way to have the PO be able to get reduced by outgoing invoices and display how much remaining
2 votesPBIs 101057, 101058
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Document Updates - Add Product Name, Manufacturer Number, Delivery Method, Line Number
On PO, Packing Slip, Invoice -
Add product name, manufacturer number, line number (PO line order), EFS number
Oon packing slip - tracking number from PO?
1 vote -
Add Vendor Name and Product Name to Direct Delivery Generation Screen
Add Vendor Name and Product Name to Direct Delivery Generation Screen
1 vote -
Add a PPE Request form to the App
Add a PPE Request form that has all of our standard PPE Items and a Max amount they can order within a certain time frame.
1 vote -
Add a Uniform/Safety page in the bookable resource record.
There is PPE size information in workday that I would like duplicated in FS for reporting purposes. I would also like a few new fields around PPE Returned Date, Uniform Return Date and a notes section. I will need to work on a full list of fields and I will send them over.
1 vote -
1 vote
PBI 103514
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Rename the eFS App to Surge App
eFS has been rebranded to Surge and we need the name and link updated
1 votePBI 103511
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Add field to Project that then auto-completes and displays on the invoice
There are change orders, instructions, that customers need on each invoice that needs to be filled out each time. If we could add a field to the Project that then auto-completes on any related invoice proposal and displays on the customer's copy of the invoice that would be great.
From Trish Nelms
1 vote -
Update SF > D365 Opportunity/Quote Integration to use negotiated prices
Currently the integration pulls the standard product prices on the product masters. Can the integration instead pull the quoted prices from the actual quote document? Ie, if standard per diem is $75 but they negotiate $65, the integration should put the sales price in F&O at $65.
1 vote -
Update time entry to Workday to include cost center
Problem: The technicians that are "traveling" to other cost centers (ie, national techs working regional projects" hours go into WD with their default cost center. Once the work order contains the cost center, can we send the cost center over as part of the hours entry to workday?
Currently, those hours are having to be analyzed and reclassed to enter the time correctly.
When the techs were entering their time directly to workday, they were able to select a different cost center when entering hours, so WD should accept entry to that cost center field.
1 votePBI 102970
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1 vote
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Time Entry Calculated Field in Bookings
Calculated field in the bookings tab that sums up time entries on each booking. This would allow us to filter out which forecasted bookings have time entries associated with them and easily clean up the system when needed.
1 votePBI 102332
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Time off requests - need updated when cancelled and new bookings created
Time off requests block bookings from being created. This causes an issue when the time off request is canceled and the tech works that day b/c they can't enter their time on that day.
If we overrode the time off function blocking bookings, this breaks default app use.
Instead - when a time off requests is canceled, the time off needs removed, then a new booking created for that day so the tech can book their time.1 vote -
Opportunity ID needs to be included from Project Contract onto the Invoice Proposal
Opportunity ID needs to be included from Project Contract onto the Invoice Proposal
1 voteWork will be performed against PBI 101317
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1 vote
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1 vote
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Update Revision Type Revision
Update the Revision Type Revision to add and subtract Requirement Details and Bookings instead of deleting RR and creating a new one. This would allow for the removal of the sent filter as well
1 vote -
1 vote
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Pre Task Analysis
3 PBIs
1 vote
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