5

Add Margin Calculations to Job Tasks

The job Tasks screen provides a very useful view of how a job is performing. One thing that our users say is missing is Margin and Margin %. When reviewing a job it is important to see if that job is profitable and this would make it easier for project managers to view the position of the job.

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Category: Project Management (108)

STATUS DETAILS
Needs Votes
15

Create Job Sales Invoice - Add Option to create one invoice per Customer

When creating invoices from Job Time Sheets, the Job Create Sales Invoice options window offers the option to "Create Invoice Per" with two choices: Job, Job Task. I would like to see an option that creates one invoice per customer ID.

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0 Comments

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Category: Project Management (108)

STATUS DETAILS
Needs Votes
21

Adding specific WIP method for Jobs

We need a possibility to enhance BC of a specific WIP method calculated for the whole job (it means for all job tasks together).

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Category: Project Management (108)

STATUS DETAILS
New
21

Create Job Journal Lines batch should keep some data from Job planning lines

Create Job Journal Lines batch should keep some data from Job planning lines, e.g. Description or Unit Cost, for better tracing in Job Ledger entries. Sometimes customer wants to use item card (e.g. Non-Inventory Type) for different issues, so it expects the same description in job ledger entry a...

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0 Comments

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Category: Project Management (108)

STATUS DETAILS
Needs Votes
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.

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2 Comments

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Category: Project Management (108)

STATUS DETAILS
Needs Votes
37

Add Job filter options to Requisition Worksheet

Currently, the requisition worksheet has filters for date and items. Adding filter options for jobs so filtering by job number, job type (quotes vs planned), and customer would improve the feature for job focused companies.

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4 Comments

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Category: Project Management (108)

STATUS DETAILS
Needs Votes
26

Link to customer from job list

It would be great to go to customer list from job list, and also can view the name of the customer on the job list.

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Category: Project Management (108)

STATUS DETAILS
Completed
3

Job posting

When closing a job is closed it appears the date is being captured by the system date and not the posting date that is keyed when prompted.

This causes timing issues on posted the WIP entries.

 

Can this be fixed or is this a user issue?

 

 

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Category: Project Management (108)

STATUS DETAILS
Completed