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.
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
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
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 ...
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
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...
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