Custom Views

Custom Views Enhancements

Draft Project Service Invoice’s View on Invoices Form

New view created as Draft Project Service Invoices on Invoices form to verify/post unposted invoices.

To access this view, navigate to:

Sales > Invoices > Draft Project Service Invoices (view)

Status Filter on Invoice Proposal Screen in FSCM

A new Status field was introduced on the invoice proposal screen to filter invoices with different statuses. The Default status value is Open.

To access this feature, navigate to:

D365 FSCM > Project Management and Accounting > Project Invoices > Project Invoice Proposals

Document and Document Date Fields Added in Trial Balance Overview Tab

As part of the enhancement, document and document date fields are moved from the general tab to the Overview tab.

To access this feature, navigate to:

D365 FSCM > General Ledger > Inquiries and Reports > All Transactions (button)

SAG Active Bookable Resources

A new view is added on the Bookable Resources form where fields like Name, Resource type, Company, Organization unit, Default role, Is F&O Worker are added. It displays a list of active bookable resources.

To access this view, navigate to:

Resources > Resources > SAG Active Bookable Resources (view)