189

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...

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22 Comments

Read more... 22 Comments

Category: Project Management (207)

STATUS DETAILS
Completed
Ideas Administrator
Thank you for your feedback. The requested functionality was released.

Sincerely,
Andrei Panko
PM, Microsoft
180

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...

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6 Comments

Read more... 6 Comments

Category: Project Management (207)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback. The requested functionality was released.

Sincerely,
Andrei Panko
PM, Microsoft

153

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")...

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7 Comments

Read more... 7 Comments

Category: Project Management (207)

STATUS DETAILS
Completed
Ideas Administrator
Thank you for your feedback. The requested functionality was released.

Sincerely,
Andrei Panko
PM, Microsoft
150

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.

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7 Comments

Read more... 7 Comments

Category: Project Management (207)

STATUS DETAILS
Completed
Ideas Administrator
Thank you for your feedback. The requested functionality was released.

Sincerely,
Andrei Panko
PM, Microsoft

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

Read more... 6 Comments

Category: Project Management (207)

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
87

Job #, Job Task & Job Line # for Requisition Worksheet

Hello Support Team, Currently, Requisition Worksheet can be run to generate the demand from Jobs. For example, I need 2 Rims for Job A and currently have 0 Rims. I run Requisition Worksheet and it shows a suggestion to purchase 2 Rims. I select the "Carry Out Action Message" choice and it create...

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6 Comments

Read more... 6 Comments

Category: Project Management (207)

STATUS DETAILS
Completed
Ideas Administrator
Thank you for your feedback. We released this feature as part of the functionality in Replenish items for projects.


Sincerely,
Andrei Panko
PM, Microsoft
75

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...

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0 Comments

Read more... 0 Comments

Category: Project Management (207)

STATUS DETAILS
Completed
Ideas Administrator
Thank you for your feedback. The requested functionality was released.

Sincerely,
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

Read more... 2 Comments

Category: Project Management (207)

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

Read more... 0 Comments

Category: Project Management (207)

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:

Sincerely,
Andrei Panko
PM, Microsoft
26

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...

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1 Comments

Read more... 1 Comments

Category: Project Management (207)

STATUS DETAILS
Completed
Ideas Administrator
Thank you for your feedback. The requested functionality was released.

Sincerely,
Andrei Panko
PM, Microsoft