D365
29 results found
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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 -
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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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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