55

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...

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5 Comments

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Category: Project Management (125)

STATUS DETAILS
Needs Votes
60

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...

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0 Comments

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Category: Project Management (125)

STATUS DETAILS
Needs Votes
26

Jobs Balance Report (or available in Power PI)

Jobs Balance Report (or available in Power PI) it would be interesting to have a report to view all the entries made on Job Order (both accounting, logistics, use, reclassification and Wip Calculation etc.) all the data present in the same report. In practice, it is possible to have a "job bala...

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1 Comments

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Category: Project Management (125)

STATUS DETAILS
Needs Votes
82

Term Invoicing for Jobs

A term invoicing functionality would be nice to have in the Job module so you can setup terms for invoicing a job budget by i.e. 30% + 30% + 40%.

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2 Comments

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Category: Project Management (125)

STATUS DETAILS
Needs Votes
63

Processing Job Quote from Opportunity

There is no option to create Job Quote from Opportunity and link it together. It would be second option to create Sales Quote of Job / Project Quote from Opportunity.

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0 Comments

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Category: Project Management (125)

STATUS DETAILS
Needs Votes
124

Job Version management / Archiving

Possibility to create several versions of the project (Job Header, Taks, Planning Line with quantities, costs and prices). For example it would be done by archiving Jobs (as is on Sales and Purchase Orders). Only one version (last) should be actual. It would be great if it would be possible to co...

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5 Comments

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Category: Project Management (125)

STATUS DETAILS
Needs Votes
157

Job Hierarchy - Parent-Child Relationship

Create relationship between jobs (Parent-Children) with individual jobs linked to a master job. Show the hierarchy in appropriate page with expand/collapse functionality. Roll up the values from all the sub-jobs to the master job.

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6 Comments

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Category: Project Management (125)

STATUS DETAILS
Needs Votes
110

More sales oriented approach

When using Jobs to manage projects/jobs to be sold to customers, quite a few fields and/or functionality is missing: 1. You cannot use a customer with different "Bill-to Customer No." 2. Generally "Sell-to", "Bill-to", Ship-to" fields should be available on Jobs. Often Jobs can be created weeks ...

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6 Comments

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Category: Project Management (125)

STATUS DETAILS
Completed
36

Proper training for Jobs

I've watched all DLP courses form Job costing module and this is useful but not to practical works. Please add some training with practical insights and focus on the WIP.

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2 Comments

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Category: Project Management (125)

STATUS DETAILS
Completed
50

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.

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3 Comments

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Category: Project Management (125)

STATUS DETAILS
Needs Votes