What's new or changed in Project Operations, March 2021 for stocked/production-based scenarios

Applies To: Project Operations for stocked/production based scenarios

This topic applies to the following Dynamics 365 Project Operations components and versions:

  • Project management and accounting in Dynamics 365 Finance environment version 10.0.17

Features included in this release

The following features are included in this release:

Quality updates

Feature area Reference number Quality update
Project management and accounting 420064 Negative posted project transactions aren't updated after inventory is recalculated.
Project management and accounting 438692 Deleting a funding source should be possible if there's no transaction or invoice allocated for the funding source.
Project management and accounting 439470 Actual estimate transactions don't display expense and item transactions from the previous period.
Project management and accounting 452710 The ledger description value is incorrect for the packing slip of project item requirements.
Project management and accounting 455602 When journals are posted against a project, financial dimensions aren't picking from the employee and item in the voucher.
Project management and accounting 472988 When the line net amount is updated in the project invoice total, the sales amount is populated with the adjusted amount in the posted transaction.
Project management and accounting 477969 The invoice isn't selecting the Project ID reference when reviewing the vendor invoice lines on the Vendor invoices pay when paid page.
Project management and accounting 478667 The contract amount is incorrect on the On-account page for a fixed-price project with multiple funding sources.
Project management and accounting 481443 The accrued revenue on a fixed price project isn't adjusted even after the elimination is posted.
Project management and accounting 483209 The letter of credit status isn't updated when a project sales order is invoiced through an invoice proposal.
Project management and accounting 484274 When the purchase order is invoiced and the invoice contains a procurement category and an item, the customer will receive the wrong account information.
Project management and accounting 484817 Project invoice proposals that are generated through recurring batch jobs have duplicate transactions with a zero amount.
Project management and accounting 486817 Remove the error limit check while running Project profit and loss reports.
Project management and accounting 488076 Expenses that are posted through intercompany recharge don't show the profit and loss entry when using the Post costs functionality on the Time and Material project code.
Project management and accounting 488382 The Invoice status filter in posted project transactions for fixed-price projects isn't working.
Project management and accounting 488783 Timesheet entries are duplicated because of duplicate delegate records.
Project management and accounting 491941 Reverse estimate elimination isn't working in Periodic.
Project management and accounting 498010 Can't select the proper data from the Adjust transactions option in the Project management and accounting module when an additional range is added. The Additional filter is ignored.
Project management and accounting 508494 After you record a job, you can't reset the status of the production order.
Project management and accounting 509716 Items with automatic reserve and capable-to-promise (CTP) coming from a Project aren't being reserved.
Project management and accounting 509773 The Accounting adjustment feature creates an issue with ledger accounts that have Do not allow manual entry selected.
Project management and accounting 510079 No value should be displayed in the Accrue revenue - sales value field on project statements when the estimate is eliminated.
Project management and accounting 510607 The cost and sales prices are incorrect on a project adjustment with role pricing.
Project management and accounting 10728 In Project Operations, the retainer correction invoice doesn't work after a partial retainer correction.
Project management and accounting 510743 The Remove link option should only be enabled if you cancel an intercompany purchase order.
Project management and accounting 514364 WIP-sales value posting in intercompany project invoicing picks an unexpected account.
Project management and accounting 514432 The fee from a billing rule isn't recalculated when the invoice proposal contains lines that are selected for credit notes.
Project management and accounting 515820 The schedule of Expenditures of Federal Awards Inquiry displays the receipt amounts when a project invoice proposal hasn't been run for an expense transaction.
Project management and accounting 516301 WIP-cost is incorrect in the project statement for a service item that has a Balance project group.
Project management and accounting 516553 Corrections can't be made to a free text invoice that is associated with a project.
Project management and accounting 517074 When you adjust a project transaction to a sales price of zero, a new adjusted transaction with invoice status of Nonchargeable is created.
Project management and accounting 517414 There is an issue during posting a project adjustment when you are adjusting multiple lines at the same time.
Project management and accounting 518001 An adjustment is posted with an incorrect cost amount if the product cost price and item requirement quantity changes after posting the packing slip.
Project management and accounting 518092 The financial dimensions on a direct delivery purchase order are incorrect and have been replaced by sales order financial dimensions.
Project management and accounting 518605 The negative quantity project journal line won't update the forecast when the forecast quantity is zero.
Project management and accounting 518657 Trying to import item requirements using Microsoft Excel results in a receipt date error.
Project management and accounting 519200 The project item transaction reference to a vendor invoice transaction isn't updated when the invoice is posted.
Project management and accounting 519716 When you post a project invoice proposal, the following error may occur, "Transaction does not balance on reporting currency when advance invoice deducted is added".
Project management and accounting 520268 The Project ID and Project name aren't populated in the Vendor payment retention report if you use the project layout.
Project management and accounting 520872 When a project is created through a data entity, the ledger posting sort priority is incorrect.
Project management and accounting 521150 The cost amount is incorrect on posted project transactions that are generated based on a purchase order with vendor retainage. This results in incorrect values being generated in project statements and cost control for fixed price projects.
Project management and accounting 521374 The project sales quotation incorrectly updates the unit price when the header is updated.
Project management and accounting 521807 When working with retainers in Project Operations, changing the default project on contract after the prepayments are invoiced causes issues later with incoming deductions.
Project management and accounting 521857 Updating the invoice date for vendor invoices and project sales prices have changed.
Project management and accounting 522897 Issues occur when you adjust intercompany transactions that have different exchange rates.
Project management and accounting 522983 Committed costs with an item requirement and a purchase order are incorrect in the purchase order invoice process with a partial product receipt and partial invoicing.
Project management and accounting 523960 Incorrect values occur when an estimate is reversed with an exchange rate.
Project management and accounting 524242 The effort in hours is automatically cleared on the work breakdown structure template at the task level.
Project management and accounting 524911 When you update the status of a quotation to Lost, the status of all quotes you started that have a status of Created or Sent are also updated to Lost.
Project management and accounting 525182 The sales invoice isn't visible on the invoice proposal if the delivery date is in the future.
Project management and accounting 526180 There is a change to the business logic for the Project item journal lines entity.
Project management and accounting 526522 The accrued revenue on an intercompany customer invoice doesn't match the timesheet and foreign currency revaluation.
Project management and accounting 526650 Committed cost is calculated incorrectly after the delivery reminder on the project purchase order line was created from a project purchase requisition or from a project.
Project management and accounting 526812 When you adjust a project, the following error might occur, “No Financial data is being updated in the inventory unit”.
Project management and accounting 527319 In Project Operations, removing a project from a contract should reset the default project of the contract, if needed.
Project management and accounting 527945 The sales price on an expense in project is wrong when use tax is applied.
Project management and accounting 528020 The wrong quantity is posted on a project item requirement when the project purchase order line is updated with additional invoices.
Project management and accounting 528212 In Project Operations, the wrong expense lines show in the Add line list on the intercompany invoice.
Project management and accounting 529887 The Vendor account field is blank on the Project posted transaction page when transactions are posted using the invoice register and invoice approval.
Project management and accounting 530008 The original project date isn't considered in an adjustment which causes an error when Use adjustment date as new project date is set to No.
Project management and accounting 530241 The sales price on the general journal and expense journal related to project is incorrectly calculated when the transaction currency differs from the company currency.
Project management and accounting 530658 Sales transactions aren't showing on vouchers for partial invoice of a project purchase order.
Project management and accounting 530883 The Project accountant and Project manager roles can't create hour journals with approval group setup.
Project management and accounting 531974 Can't post an expense report that was imported using Microsoft Excel.
Project management and accounting 532106 Can't create a timesheet policy because the Message field isn't active.
Project management and accounting 532548 There is an issue where vendor transaction reversal in intercompany scenarios is allowed. This applies to both vendor invoices and expense reports.
Project management and accounting 532692 Distributions on an approved timesheet can't be reset.
Project management and accounting 532843 Incorrect values occur when reversing an estimate with an exchange rate for hour and item journals.
Project management and accounting 533426 Project adjustment isn't correctly updating the sales amount with indirect costs.
Project management and accounting 534597 When you post the hour journal, the following error message occurs, "The dimension value is not specified".
Project management and accounting 535428 A project contract with a different currency doesn't correctly calculate the accounting currency on the voucher.
Project management and accounting 535652 The wrong sales WIP account is used for intercompany timesheet WIP posting.
Project management and accounting 536536 Project quotation is miscalculating prices when a discount is applied and the warehouse is updated.
Project management and accounting 537905 When you run recalculation after an item cost adjustment is used in a project transaction, the following error message occurs, "Recalculation is being paused because of an error".
Project management and accounting 540622 No general ledger entries are created when adjusting transactions from billable to non-billable when accruing revenue.
Project management and accounting 540633 When the feature for project vendor invoice retention, Enable cost amount calculation is turned on, ProjTrans doesn't get created with pay-when-paid.
Project management and accounting 541421 There are multiple issues with the Create invoice proposal page.
Project management and accounting 543968 In Project Operations, the Purchase Agreement page isn't visible in Finance legal entities that are integrated with Project Operations.
Project management and accounting 544132 Advanced journals can't be posted with an accounting date in a closed period even when the Automatically set accounting date to next open period option is turned on.
Project management and accounting 545878 Because of a Dataverse integration error, you can't convert a quote to won in Project Operations.
Project management and accounting 546604 In Project Operations, an error message occurs when you try to associate a contract line to a project ID because of the check for overlapping contract lines and transaction types.
Project management and accounting 547440 ProjCDSProjectContractEntity can set the funding source invoice address from a different customer.
Project management and accounting 547606 The standard lookup of the resource on pages isn't available after the 10.0.15 update.
Project management and accounting 547831 The ledger account and posting type is incorrect on the general ledger voucher and the posting type is incorrect on the purchase order voucher for a non-stock service item when project group is set to Balance.
Project management and accounting 550030 The activity number isn't shown for a pending vendor invoice, even though the Block parent activity selection is set to No.
Project management and accounting 557376 In Project Operations, no dimensions are selected when you create a posting invoice for a transaction.
Project management and accounting 442814 In Project management and accounting, the transfer price's priority isn't accurately reflected for intercompany timesheets.
Project management and accounting 533530 The legacy work breakdown structure (WBS) class method, ProjWBSUpdateController::updateOutlineNumbersAndPublishInPreOrder is deprecated.

Regulatory updates

For information about regulatory updates for Finance and Operations apps, see Regulatory updates. You can also sign in to LCS and view the planned regulatory updates using the Issue search tool. Issue search lets you search by country, type of feature, and release.