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...
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...
Rename Jobs to Project
The Jobs entity in Business Central is wrongly named. This is a legacy issue that has been carried over for more than 30 years. The Jobs module was originally created for auditor companies. Their employees worked on "cases," so the original danish word became "Sag" (directly translated to "Case")...
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.
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 ...
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...
Proper training for Jobs
I've watched all DLP courses form Job costing module and this is useful but not to practical works. Please add some training with practical insights and focus on the WIP.
Sincerely,
Andrei Panko
PM, Microsoft
Filter / tile for new time sheets
Currently, users with the Team Member profile have tiles on their role center for open, submitted, rejected and approved time sheets. New time sheets (without lines) don't show up in any of these, since they don't have any open, submitted, rejected or approved lines. I'd like to see a tile / fil...
Default Location Code on Job Planning Lines
There are apparently no way of defaulting the Location Code to the job Planning Lines, the field must be filled in manually.
It should be defaulted from the Job Card (new field: Location Code)
Unlike Sales orders, I...
Assemble-to-Order functionality for Jobs
Sales Orders (lines) has the functionality / ability to process Assembly Orders automatically, during Shipment posting. If the posted item set to Replenishment system = Assembly, and Assembly Policy = Assemble-to-Order. Same functionality should be available for the Jobs as well.
Administrator