Licence - Allow team member licenced users to add/delete job planning lines
Currently, users licenced as Team Members are unable to add/delete lines in the jobs/project module. Our unique situation is we have 20 users (technicians) who are Team Members and we want them to be able to add service/items onto jobs.
Create Sales Quotation from Job (currently only Sales Invoice)
First I like to ask you to add new Category in the Ideas sections for Jobs it will be better to add our ideas there. • In the Jobs module, there is an option to create Sales Invoice, why not to add the option the Create also a Sales Quotation; as some users using Jobs to estimate the cost then t...
Thank you for reaching out. Your suggestion seems to be a duplicate of the following suggestion:
https://experience.dynamics.com/ideas/idea/?ideaid=d02ad274-0cf3-e811-a140-0003ff68bfb1
Please add your valuable votes and comments about scenario "as some users using Jobs to estimate the cost then they add a profit margin in the sales price column" to the suggestion above instead.
Be aware that you can print Job Quote from the Job Card.
Sincerely,
Andrei Panko
PM, Microsoft
Allow Posting via Job Journal for Resources that have "Use Time Sheet" enabled
Currently it's not possible to post resources via job journal that have "Use Time Sheet" enabled.
It's a common issue, that a time was posted on a wrong Job Task and now this posting should be corrected by two journal lines.
This is currently not possible.
Better Job Reporting
Some more Job related reports would be good (for example, a better budget to actual report, etc).
Time sheet per month instead of per week
Be able to enter a time sheet for a complete month before submitting for approval, and not only limited to a week
Best regards,
Business Central Team
Create Job Sales Invoice - Add Option to create one invoice per Customer
When creating invoices from Job Time Sheets, the Job Create Sales Invoice options window offers the option to "Create Invoice Per" with two choices: Job, Job Task. I would like to see an option that creates one invoice per customer ID.
Support inventory pick and warehouse pick operations for jobs / Directed Pick and Put-away
HI ,
With "Directed Pick and Put-away" = selected we can not generate from job the warehouse pick ,
This point is already voted and with status completed but Microsoft answer is covering only non selected...
Starting date on Resource Prices and Direct Unit Cost
Very often I get the question if it is possible to make the Direct Unit Cost and the Price time dependent on the Resource Price table. This would be a very valuable new functionality.
Allow Recurring Job/GL Journals
Add a page that allows recurring job/gl journals to be created / managed. A copy of the recurring gen journal but with the job related fields also available / visible.
Best regards,
Business Central Team
Allow Team Member Licensed Users to create and delete Comment Lines e.g. for Projects /Jobs
Currently the Team Member License does not allow Users to Create Comment Lines.
This is incomplete for managing projects.
Could you please add this to the permissionset 793...
Administrator