Create a Sales quote from job planning lines
It will be great can create a sale quote from a job planning lines, not only sales invoices. Thanks Juan MegÃas.
Add Opportunity to Job
For Project Oriented Organisations who use either the marketing features in BC or D365 Sales with integration, a Job can be as a result of an Opportunity but there is currently no link back from the Job activities and invoicing to the opportunity. By adding the Opportunity to the Job record then ...
Fix usage link = True when uploading to planning lines
When we use Page > Excel In Excel to upload items to the planning lines and have the usage link field marked as "True", the lines holding the uploaded items do not calculate a remaining quantity, even though Usage Link *appears* to be checked. We have to manually click on the usage link field for...
Jobs - Summary Report
Users are seeking for a jobs summary report. Similar to the Job Analysis report, but provides a summary per job where lines are JOB Number and Job Totals, and columns are the same as 'Job Analysis'.
Job planning lines - resource - budget
The proposal: to be able to create a job planning lines with type 'Resource Group' rather than by 'Resource'. Those budgeted lines will be 'consumed' with the job journal lines 'Resource' that is linked to the budgeted 'Resource Group'.
The reason behind this request: company doesn't kn...
Assemble-to-Order functionality for Jobs
Sales Orders (lines) has the functionality / ability to process Assembly Orders automatically, during Shipment posting. If the posted item set to Replenishment system = Assembly, and Assembly Policy = Assemble-to-Order. Same functionality should be available for the Jobs as well.
Best regards,
Business Central Team
Reversing function on Job G/L Journal
It would be nice to be able to create automatically reversing entries on a job g/l journal. We have a use case where an estimated expense is charged to a job each month, then reversed the following month and actuals expenses are billed.
Easier way to convert sales job entries
When I shall load job data via a conversion package to a job journal, I can only post usage to a job not sale. If I what to post sales data in a conversion situation I need to make sales invoices for every jobs. Which means if I have 100 jobs, I need to make 100 invoices. This really complicat...
Job Journal Preview Posting
Today we have the ability to use a Test Report for the job journal that doesn't provide as clear of detail as Preview Posting. Preview posting here will be very useful for both production and testing.
Optio to skip usage link question in job journal
When you post resource or item usage in a job journal without line type, And for the item or resource there is no planning line, you will get a question "Usage will not be linked to the job planning line because the line type field is empty. Do you want to continue" When you frequently use ite...
Administrator
Best regards,
Business Central Team