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
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
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...
Add Built In Integration with D365 Project Service
Would love the capability to invoice PSA projects in BC with a built in adapter capability.
Best regards,
Business Central Team
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...
Best regards,
Business Central Team
Administrator
Best regards,
Business Central Team