5

Material Request and Material Usage functions with Approval Request

Issue material to Job Journal lack of internal control. User could simply enter item no. qty and job no. It is required that issuance of material to Job to go through proper document entry with Approval Workflow e.g. - Material Request (Item request) to be issued to Job - Material Usage (item ...

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Category: Project Management (103)

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
5

Approval workflow for Job G/L Journal

Currently if you create a workflow for general journal batch approval, you have to create an option to select Job in the Template Type in the workflow. But there is no option to submit for approval or to approve on the Job G/L Journal page.

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Category: Project Management (103)

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
5

Project results from BC in Outlook Calendar item

When I add a new calendar item I'd like to be able to add a project from a list of projects in BC. After that I'd like to see the budgeted hours, the spent hours and the hours that have already been planned in future calendar items and finally the (negative) rest of the budget. that allows me to...

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1 Comments

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Category: Project Management (103)

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
5

An extra and simpel VIA method

An extra and simpel VIA method for use by customers in service and with jobs over a shorter period Additional function for use with VIA Many customers are used to calculating VIA based on a self-selected% (contribution ratio /margin) of realized costs. In addition, for some companies it is too ...

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Category: Project Management (103)

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
5

Add Margin Calculations to Job Tasks

The job Tasks screen provides a very useful view of how a job is performing. One thing that our users say is missing is Margin and Margin %. When reviewing a job it is important to see if that job is profitable and this would make it easier for project managers to view the position of the job.

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Category: Project Management (103)

STATUS DETAILS
Needs Votes
4

Manager Time Sheet - Missing Saturday and Sunday in overview

In the regular time sheets Saturday and Sunday are included, which is not showing in the manager time sheet when approving. This must be a general error, as it cannot be included from the personalized view. My suggestion is to include Saturday and Sunday in the table. The data appear in the summ...

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0 Comments

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Category: Project Management (103)

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
4

Add extra primary key value to Document Attachements

Some entities in Business Central have a "dual field" primary key. One example is Job Task. Document Attachment is extendable with events to add support for more owner tables. But is missing support for owner tables with "dual field" primary code. Suggestion: Add a new field "No. 2" to the tab...

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Category: Project Management (103)

STATUS DETAILS
Needs Votes
Ideas Administrator
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. Sincerely, Business Central Team
3

Report Job Actual to budget - Add Description

The Report 1009 is missing the column "Description". It has some business value to show the description of the Item/Resource or G/L.

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0 Comments

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Category: Project Management (103)

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 (103)

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 (103)

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