Create a Sales quote from job planning lines
It will be great can create a sale quote from a job planning lines, not only sales invoices. Thanks Juan MegÃas.
Post Item Project/Job Consumption to Different G/L Account
When consuming Items against a Project/Job (via Inventory Picks or Job Journals) the generated Item Ledger Entry is recorded as a Negative Adjustment, from an audit perspective this give no easy visibility of what type of transaction has been posted. There should be a new Type on the Item Ledg...
Adjust cost job ledger entries via new entry
When the cost of a job ledger entry is adjusted, the job leder entry itself is updated, there is no new entry posted.
However if the adjustment has another posting date, that means the posting date of the job ledger entry does not match the posting dateS of the value entries and G/L entr...
Add Opportunity to Job
For Project Oriented Organisations who use either the marketing features in BC or D365 Sales with integration, a Job can be as a result of an Opportunity but there is currently no link back from the Job activities and invoicing to the opportunity. By adding the Opportunity to the Job record then ...
Add Job filter options to Requisition Worksheet
Currently, the requisition worksheet has filters for date and items. Adding filter options for jobs so filtering by job number, job type (quotes vs planned), and customer would improve the feature for job focused companies.
Post coverage to G/L when posting resource hours to jobs
When resource hours are posted to jobs using time sheets & job journal, this results in resource ledger entries and job ledger entries. What's missing for a lot of customers are G/L Entries: customers want/need a coverage posting to G/L.
Create Production Work order action from Job Planning Lines
In Engineer to Order companies, Jobs are used for R&D phase while production is done with Manufacturing module in BC. Currently, one can use Planning Worksheet to create a Production Order based on the Job Planning Line as demand. However, It should be possible also to create a Production Work Or...
Best regards,
Business Central Team
Attach documents to project journal lines
In a general jounral it's possible to attach documents to journal lines as documentation. This is great as the documentation is mandatory according to a new Danish law.
However it's currently not possible to attach documents to Project journal lines the same way, which i challenging for ...
Resource Group Planning
Typically, Jobs are created early in the pre-sales phase. At that time, it is not yet known which resources will participate in the execution. Yet, you want to be able to create a realistic Job plan. Usually you know what kind of resources will be required, e.g. developers, consultants, project m...
Best regards,
Business Central Team
Add dimensions (global + shortcut) to Job Planning lines
I have a use case, where the customer would like to use dimensions on job planning lines but neither global nor short cut dimensions are available on table 1003 / page 1007. The job planning lines should enherit dimension setups on the related job task but similar to the difference in header and...
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