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 ...
Job #, Job Task & Job Line # for Requisition Worksheet
Hello Support Team, Currently, Requisition Worksheet can be run to generate the demand from Jobs. For example, I need 2 Rims for Job A and currently have 0 Rims. I run Requisition Worksheet and it shows a suggestion to purchase 2 Rims. I select the "Carry Out Action Message" choice and it create...
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.
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...
Best regards,
Business Central Team
Add VAT to Job Planning Line and Job Quote Report
Currently the "Job Planning Line" and "Job Quote" Report don't know VAT %, VAT Amount, etc. If you create a Sales Invoice from a Job the VAT %, VAT Amount, etc. will be transferred from the Sales Line to the "Job Planning Line". It would be nice if the "Job Planning Line" and the "Job Quote" Rep...
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...
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 ...
Administrator
Best regards,
Business Central Team