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.
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 ...
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
prevent users to register time on closed jobs and/or activities
We would like to have a feature where it is possible to select on the job card and on each activity if the post shall be visible from the time sheets. When handling a project, the project phases are often reflected in different tasks and it would minimize errors and rejected time sheets if we c...
Best regards,
Business Central Team
Jobs Reporting
Currently only a few reports are available within the Jobs module, would be more beneficial if we have some word layout similar to Sales Module --> Tax Invoice report.
Auto Create Job Dimension Value
Hi, When a user creates a new Job Card, if they wish to also create a Job Dimension Value to match, they have to do this manually. To automate this, you could add a "Job Dimension" to the "Jobs Setup", which defines the related dimension code to be used. And then when a new Job is created, the...
Attach documents to project journal lines
In a general jounral it's possible to attach documents to journal lines as documentation. This is great as the documentation is mandatory according to a new Danish law.
However it's currently not possible to attach documents to Project journal lines the same way, which i challenging for ...
Administrator
Best regards,
Business Central Team