110

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 ...

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6 Comments

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Category: Project Management (125)

STATUS DETAILS
Completed
Ideas Administrator
Thank you for your valuable feedback. We have decided to deliver this idea and make it available with Business Central 2022 release wave 1.  

Your help was greatly appreciated,  
Andrei Panko
PM, Microsoft
36

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.

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2 Comments

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Category: Project Management (125)

STATUS DETAILS
Completed
28

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...

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0 Comments

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Category: Project Management (125)

STATUS DETAILS
Completed
Ideas Administrator
Thank you for your feedback. We released this feature as part of the functionality in Unlock time sheets in Business Central using assisted setup and data entry on mobile devices.

Please refer to the following link for more information:
https://docs.microsoft.com/dynamics365-release-plan/2021wave2/smb/dynamics365-business-central/unlock-time-sheets-business-central-using-assisted-setup-data-entry-mobile-devices

Sincerely,
Andrei Panko
PM, Microsoft
26

Link to customer from job list

It would be great to go to customer list from job list, and also can view the name of the customer on the job list.

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0 Comments

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Category: Project Management (125)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback. The requested feature has meanwhile been made available.  


Sincerely,
Andrei Panko
PM, Microsoft
10

Job plan lines - bin codes

On the job plan line there is a bin code. It can be made visible but basically it does not do anything. So basically it does not show any info about item's and location's bin content but user can put anything there. I don't want to delete the field but could it for example show only those bin ...

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1 Comments

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Category: Project Management (125)

STATUS DETAILS
Completed
Ideas Administrator
Thank you for your feedback. We released this feature as part of the functionality in "Bin codes in jobs".

Please refer to the following link for more information:


Remember to vote for suggestion https://experience.dynamics.com/ideas/idea/?ideaid=2b4afb7f-1192-e911-80e7-0003ff68e84c , if you need advanced warehouse scenarios.

Sincerely,
Andrei Panko
PM, Microsoft
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 (125)

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 (125)

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