Job Allocation
When creating job planning lines, if a particular resource has to be assigned for multiple dates, in a single job task, user has to manually create job planning lines for all the dates.
Assume a scenario, a resource is working on a project in a specific task for 3 months. Then...
Provide a Setting to change the Customer for the Job Quote from the Bill-To Customer to the Sell-To Customer in General
Currently the Sending and Printing actions for the Job Quote Report are alwayys using the Bill-To Customer No.
This has been correct when we haven't had the Sell-To Customer Numbe for Jobs/Projects.
Now we have the Sell-To Fields and it would be more correct s...
Projects Reports by months
It will be great if you can add to Microsoft anual reports that group data by months/quarters/year to a best follow up of proyects, this way clients or internar reports can show follow up of project in time.
Treat the Item Qty on a jobs planning line as a demand in Business Central
Hi, I'm a Dynamics Community super user and encountered a gap in the integration between the Jobs module and the Sales module while working on a project involving job-related tasks. This issue shows in several ways:
1. Planning Line Item Quantity Not Recognized as D...
Enable Deletion of Job Archive (Project Archive) via Retention Policy
Currently a Job Archive Record cannot be delted via Retention Policy
This should be possible simliar to Sales Header Archive where you can specifiy which how many versions to keep.
Allow Team Member Licensed Users to create and delete Comment Lines e.g. for Projects /Jobs
Currently the Team Member License does not allow Users to Create Comment Lines.
This is incomplete for managing projects.
Could you please add this to the permissionset 793...
Post Item Project/Job Consumption to Different G/L Account
When consuming Items against a Project/Job (via Inventory Picks or Job Journals) the generated Item Ledger Entry is recorded as a Negative Adjustment, from an audit perspective this give no easy visibility of what type of transaction has been posted. There should be a new Type on the Item Ledg...
Jobs - invoicing keep planning date as shipmentdate on invoice
Currently, it is possible to post a Sales Invoice from Job Planning lines, however when the invoice is made the ShipmentDate on the invoice lines is set to be the Shipmentdate of the invoice.
I many scenarios the Shipmentdate on the invoice lines should be the same as the Planning Date ...
Receivables Status on Jobs
Since Sales doesn't currenlty show which Job an invoice is associated with, it would be nice to see the receipts along with Invoiced amounts in job details.
Date on Timesheet for a Job to pull through on Sales Invoice
When time is posted on a timesheet, the description pulls through to the Job Lines, and then to the Sales Invoice as a standard, but the date of the hours spent is never seen anywhere on the Sales Invoice.
This means that a Customer can see the hours, but nowhere are we showin...