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.
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
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. We are adding this to our roadmap.
Sincerely,
Andrei Panko
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")...
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.
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%.
Processing Job Quote from Opportunity
There is no option to create Job Quote from Opportunity and link it together. It would be second option to create Sales Quote of Job / Project Quote from Opportunity.
Purchase an External Resource link to Job No. (Create Purchase Order for Resource from Job Planning Line)
Hi BC Team, It's really nice that BC has a new capability to purchase a "resource" from a vendor. But, at this moment when I want to purchase a resource and link it to a Job No., then the system returns an error message. I think, it will be good if we can purchase an external resource and put a ...
Affect the Job Planning when using Create Corrective Credit Memo
When using the "Create Corrective Credit Memo" on a job posted sales invoice, the job planning should be affected in the same way as posting a sales invoice: Invoiced Qty and Invoiced Amount should be updated on the corresponding job planning lines.
Administrator
Best regards,
Business Central Team