Microsoft Dynamics 365
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Job Hierarchy - Parent-Child Relationship
Create relationship between jobs (Parent-Children) with individual jobs linked to a master job.
Show the hierarchy in appropriate page with expand/collapse functionality.
Roll up the values from all the sub-jobs to the master job.
Project Management (88)
Job Version management / Archiving
Possibility to create several versions of the project (Job Header, Taks, Planning Line with quantities, costs and prices). For example it would be done by archiving Jobs (as is on Sales and Purchase Orders). Only one version (last) should be actual. It would be great if it would be possible to co...
Thank you for your feedback. Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.
More sales oriented approach
When using Jobs to manage projects/jobs to be sold to customers, quite a few fields and/or functionality is missing:
1. You cannot use a customer with different "Bill-to Customer No."
2. Generally "Sell-to", "Bill-to", Ship-to" fields should be available on Jobs. Often Jobs can be created weeks ...
Multiple customers for a job
Often, several customers form a joint venture or consortium when they order a project. To this end it should be possible on the Job Card to be able to specify a list of Bill-to customers for the project with percentage split. With this functionality, one could create a single Job but invoice it t...
Term Invoicing for Jobs
A term invoicing functionality would be nice to have in the Job module so you can setup terms for invoicing a job budget by i.e. 30% + 30% + 40%.
Allow sales invoice creation outside of jobs and tie back to job
You must invoice from jobs module. Open the job and job task fields on the sales invoice so you can create one invoice for multiple jobs and have it tie back to the appropriate job.
creating invoices from jobs one by one and appending to existing invoice is time consuming.
Multiple Currencies in Job Planning Lines
For companies working internationally with purchase and sales in various currencies, the Jobs module way of handling currency is far to limiting.
The main problem is not being able to budget costs in LCY and enter Billing lines in another currency. Either you enter ALL planning lines in LCY and ...
Add VAT to Job Planning Line and Job Quote Report
Currently the "Job Planning Line" and "Job Quote" Report don't know VAT %, VAT Amount, etc.
If you create a Sales Invoice from a Job the VAT %, VAT Amount, etc. will be transferred from the Sales Line to the "Job Planning Line". It would be nice if the "Job Planning Line" and the "Job Quote" Rep...
PowerBI Enabled FactBox
Enable use of PowerBI reports linked to the Jobs table/list in same way as is possible with Items/Customers
This would allow custom reports to be created and filtered as users scroll down and select jobs
For example at the moment the only way to track total committed and incurred spend on a job...
Link Sales Quote/Order to Job module
Allow flow and push Sales Quote/Order details and pricing into Job card > Job Planing Lines to reduce data entry efforts and prevent recording errors.