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.
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.
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).
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...
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 MegÃas.
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.
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.
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?