Job Hierarchy - Parent-Child Relationship
Create relationship between jobs (Parent-Children) with individual jobs linked to a master job. Show the hierarchy in appropriate page with expand/collapse functionality. Roll up the values from all the sub-jobs to the master job.
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...
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,
Andrei Panko
PM, Microsoft
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.
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...
Best regards,
Business Central Team
Multiple Currencies in Job Planning Lines
For companies working internationally with purchase and sales in various currencies, the Jobs module way of handling currency is far to limiting. The main problem is not being able to budget costs in LCY and enter Billing lines in another currency. Either you enter ALL planning lines in LCY and ...
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,
Jodi Christiansen
PM, Microsoft
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")...
Link Sales Quote/Order to Job module
Allow flow and push Sales Quote/Order details and pricing into Job card > Job Planing Lines to reduce data entry efforts and prevent recording errors.
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,
Andrei Panko
PM, Microsoft
Term Invoicing for Jobs
A term invoicing functionality would be nice to have in the Job module so you can setup terms for invoicing a job budget by i.e. 30% + 30% + 40%.
Milestones within Job Tasks
Milestones are important feature for any project. A new Job Task type Milestone should be added to enable better Jobs control. It should be possible to set a Milestone dead line (Due Date) and a flag that Milestone has been reached. Job invoicing based on that flag should be enabled such that in ...
Best regards,
Business Central Team
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...
Best regards,
Business Central Team
Administrator
Best regards,
Business Central Team