241

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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10 Comments

Read more... 10 Comments

Category: Project Management (222)

STATUS DETAILS
Under Review
Ideas Administrator
Thank you for this suggestion! We are adding it to our roadmap. 

Best regards,
Business Central Team
182

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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2 Comments

Read more... 2 Comments

Category: Project Management (222)

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 

148

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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7 Comments

Read more... 7 Comments

Category: Project Management (222)

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 


130

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 (222)

STATUS DETAILS
Needs Votes
127

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.

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4 Comments

Read more... 4 Comments

Category: Project Management (222)

STATUS DETAILS
Needs Votes
117

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 ...

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5 Comments

Read more... 5 Comments

Category: Project Management (222)

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
112

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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3 Comments

Read more... 3 Comments

Category: Project Management (222)

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
68

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...

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4 Comments

Read more... 4 Comments

Category: Project Management (222)

STATUS DETAILS
Needs Votes
63

Add Built In Integration with D365 Project Service

Would love the capability to invoice PSA projects in BC with a built in adapter capability.

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9 Comments

Read more... 9 Comments

Category: Project Management (222)

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
53

Create Production Work order action from Job Planning Lines

In Engineer to Order companies, Jobs are used for R&D phase while production is done with Manufacturing module in BC. Currently, one can use Planning Worksheet to create a Production Order based on the Job Planning Line as demand. However, It should be possible also to create a Production Work Or...

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1 Comments

Read more... 1 Comments

Category: Project Management (222)

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