145

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.

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6 Comments

Read more... 6 Comments

Category: Project Management (103)

STATUS DETAILS
Needs Votes
Ideas Administrator
Thank you for this suggestion! Currently this is not on our roadmap. We are tracking this idea and if it gathers more votes and comments we will consider it in the future.

Best regards,
Business Central Team
117

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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5 Comments

Read more... 5 Comments

Category: Project Management (103)

STATUS DETAILS
Needs Votes
Ideas Administrator

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 

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 (103)

STATUS DETAILS
Planned
2022 Release Wave 1
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
84

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 ...

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4 Comments

Read more... 4 Comments

Category: Project Management (103)

STATUS DETAILS
Needs Votes
Ideas Administrator

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 


81

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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5 Comments

Read more... 5 Comments

Category: Project Management (103)

STATUS DETAILS
Needs Votes
77

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.

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1 Comments

Read more... 1 Comments

Category: Project Management (103)

STATUS DETAILS
Needs Votes
Ideas Administrator

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 

77

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%.

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2 Comments

Read more... 2 Comments

Category: Project Management (103)

STATUS DETAILS
Needs Votes
62

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 ...

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0 Comments

Read more... 0 Comments

Category: Project Management (103)

STATUS DETAILS
Needs Votes
Ideas Administrator
Thank you for this suggestion! Currently this is not on our roadmap. We are tracking this idea and if it gathers more votes and comments we will consider it in the future.

Best regards,
Business Central Team
56

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 (103)

STATUS DETAILS
Needs Votes
Ideas Administrator
Thank you for this suggestion! Currently this is not on our roadmap. We are tracking this idea and if it gathers more votes and comments we will consider it in the future.

Best regards,
Business Central Team
51

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.

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1 Comments

Read more... 1 Comments

Category: Project Management (103)

STATUS DETAILS
Needs Votes
Ideas Administrator
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