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5 results found

  1. 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

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    0 comments  ·  Finance & Operations  ·  Admin →
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  2. 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

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    under review  ·  0 comments  ·  Finance & Operations  ·  Admin →
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  3. Add another Concur Integration to pull the Project Cost Center into Concur

    1 vote

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    under review  ·  0 comments  ·  Finance & Operations  ·  Admin →
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  4. 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 votes

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  5. 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 vote

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