Project Profitability in Infobox
Add to the infobox on the right hand side of the project details the last section a new section that summarizes
- budgeted price
- budgeted cost
- budgeted profit
- budgeted margin in percentage %
Goal: To quickly gain an overview o...
Purchase Quotes and Purchase Orders from Job planning lines.
It would be helpful to be able to create quotes and purchase orders directly from project planning lines.
Thank you.
Recurring project book sheet
With the variable repetition rate the cost and other prices will be deleted after booking.
With the fix repetition rate there are no problems. Please change it, because it makes no sence that the prices from the resources will be deleted.
Thanks in advance.
BR
Reversal of Job Journals
For Job Journals that are posted, it current way to reverse them is creating a new Job Journal with the reversal amount.
Rather than having a user rekey the reversal, it would be nice to select a Posted Job Journal and then have an Action or Process that allows them to rever...
Open page 213 resource capacity filtered to the current resource of resource card/list
starting in the resource list or card (page 76 / 77) open the page resource capacity (page 213).
the resource capacity is now not filtered to the resource where the user has been started.
the user now has to search or filter for the correct resource to see the capacity.
It wo...
Default Location Code on Job Planning Lines
There are apparently no way of defaulting the Location Code to the job Planning Lines, the field must be filled in manually.
It should be defaulted from the Job Card (new field: Location Code)
Unlike Sales orders, I...
Approving multiple timesheets from Manager Timesheet list
When timesheets are approved per job, the manager can review all timesheet lines in the same week and and approve all lines at once.
When timesheets are approved per resource, the manager must open every timesheet and approve every timesheet separately.
It wou...
Jobs - Pickfunctionality - Issues
While testing the pick to jobs functionality I ran into a couple of issues.
- Apparently there is no way of defaulting the Location Code when creating a new Job Planning Line. This is probably not an error, but it would be great to either default it to the Job card from the...
STATUS DETAILSNeeds Votes
Jobs, WIP and closed periods
In BC19
For inventory items I can block posting of changed cost values in closed fiscal periods.
This is not possible for jobs, where a change of, for example., an item cost in a closed period will be posted on the original posting date thus potentially changi...
Allow the fiscal year settings in business management to be used for Dashboards.
We are a retail company and our fiscal year for 2022 begins on 1/31/22. We opened a support ticket and learned that the fiscal year settings in business management are not being used for Dashboards. This means that the charts configured in MSFT Dynamics show weeks which do not correspond to ...