3

Sales price for the customer is not updated based on the sales price (hour) set up, for a hour journal, on a project invoice

The issue is that the system is picking up the sales price based on the hour journal, it is not picking from the customer although we have done the steps for two customers with the rate in the sales price(hour) setup.

System is not referring to the amount through the setup, system is ref...

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1 Comments

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Category: Project Management (234)

STATUS DETAILS
Needs Votes
Ideas Administrator
Thank you for this suggestion! Currently this is not on our roadmap. We are tracking this idea and if it gathers more votes and comments we will consider it in the future.

Best regards,
Business Central Team
3

Job Planning Line SubPage on Job Page

I think it would be very nice if you could add the Job planning lines as a subpage on the job page. This should of course be linked to the active job task

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0 Comments

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Category: Project Management (234)

STATUS DETAILS
Declined
Ideas Administrator
Thank you for reaching out. Your suggestion seems to be a duplicate of the following suggestion:  
Please add your valuable votes and comments to the suggestion above instead.

Sincerely,
Andrei Panko
PM, Microsoft
3

Move Time Sheet to Archive routine to run based on filtered records on Time Sheet List

To enable easier/quicker archiving of Time Sheets enable the 'Move Time Sheet to Archive' routine to be run based on filtered records on the Time Sheet List (Page 951).

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0 Comments

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Category: Project Management (234)

STATUS DETAILS
Needs Votes
Ideas Administrator
Thank you for this suggestion! Currently this is not on our roadmap. We are tracking this idea and if it gathers more votes and comments we will consider it in the future. Best regards, Business Central Team
3

Time Sheet View - Showing the Job Name

In the table of time sheet (both manager time sheet and employee time sheet) it would be great if the reviewer and submitter could see the job name clear in the table and not just the job number, as this number might not be used other places. Thanks!!

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0 Comments

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Category: Project Management (234)

STATUS DETAILS
Needs Votes
Ideas Administrator
Thank you for this suggestion! Currently this is not on our roadmap. We are tracking this idea and if it gathers more votes and comments we will consider it in the future. Best regards, Business Central Team
3

Purchase order linked to Job

On purchase orders we can add the Job No. and the Job Task No. but it is in no way linked to the related Job. It needs to be linked to the job. We can't manually go back in the Job to add the items we bought on the purchase order that has all the information for said Job.

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3 Comments

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Category: Project Management (234)

STATUS DETAILS
Completed
Ideas Administrator
Thank you for reaching out. Your suggestion seems to be a question about existing functionality.

Please pay attention to the Job Line Type field in the purchase lines.
The value that you select in the Job Line Type field defines whether a planning line is created when you post the usage of the item. If the field contains Billable, then job planning lines that are ready to be invoiced to the customer are created.
For more information, see https://docs.microsoft.com/dynamics365/business-central/projects-how-manage-project-supplies#to-purchase-items-or-services-for-a-job


Sincerely,
Andrei Panko
3

Job posting

When closing a job is closed it appears the date is being captured by the system date and not the posting date that is keyed when prompted.

This causes timing issues on posted the WIP entries.

 

Can this be fixed or is this a user issue?

 

 

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0 Comments

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Category: Project Management (234)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback. We released this feature as part of the functionality in Improved control over how and when you post WIP entries for jobs to the general ledger in 2020 Release Wave 2.

Please refer to the following link for more information: 

Sincerely,
Business Central Team
2

Completed Projects Archive

The Project module in Business Central is highly versatile and often serves as a core component of operations for the industries that adopt it. It becomes embedded in day-to-day processes, with many users spending a significant portion of their time working within it. However, the Project modu...

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0 Comments

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Category: Project Management (234)

STATUS DETAILS
New
2

Margin % within Projects card

On the projects card in the invoicing fast tab there should be a section for overall project margin %, on each project task line there should be a column showing the overall margin % for that task line, and on the project planning line there should be a column showing the marging % for each it...

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0 Comments

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Category: Project Management (234)

STATUS DETAILS
New
2

Assembly BOM Rollup

Enable users in the Projects module to explode an Assembly BOM, add/remove components, roll back up the BOM to recalc budgets and billable prices, and then generate an Assembly Order from the modified structure. This would streamline engineer-to-order workflows and reduce manual reconciliation...

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0 Comments

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Category: Project Management (234)

STATUS DETAILS
New
2

Timesheet date on invoice

Allow the timesheet detail date on the Sales Invoice line item details. Currently we need to enter the date into the description of work to show it on the invoice.

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0 Comments

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Category: Project Management (234)

STATUS DETAILS
New