40

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 MegĂ­as.

Read more...

2 Comments

Read more... 2 Comments

Category: Project Management (108)

STATUS DETAILS
Needs Votes
32

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 ...

Read more...

1 Comments

Read more... 1 Comments

Category: Project Management (108)

STATUS DETAILS
Needs Votes
26

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...

Read more...

6 Comments

Read more... 6 Comments

Category: Project Management (108)

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
18

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'.





Read more...

1 Comments

Read more... 1 Comments

Category: Project Management (108)

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
18

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...

Read more...

2 Comments

Read more... 2 Comments

Category: Project Management (108)

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
18

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.

Read more...

2 Comments

Read more... 2 Comments

Category: Project Management (108)

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
13

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.

Read more...

1 Comments

Read more... 1 Comments

Category: Project Management (108)

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
7

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...

Read more...

0 Comments

Read more... 0 Comments

Category: Project Management (108)

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
6

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.

Read more...

1 Comments

Read more... 1 Comments

Category: Project Management (108)

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
6

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...

Read more...

0 Comments

Read more... 0 Comments

Category: Project Management (108)

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