Post project usage with customer's business posting groep
When you post usage on a job, G/L entries are posted based on the items inventory posting group, and the items product posting group combined with NO business posting group: From the general posting setup, the inventory adjustment account is taken from the combination without business posting gr...
Purchase an External Resource link to Job No. (Create Purchase Order for Resource from Job Planning Line)
Hi BC Team, It's really nice that BC has a new capability to purchase a "resource" from a vendor. But, at this moment when I want to purchase a resource and link it to a Job No., then the system returns an error message. I think, it will be good if we can purchase an external resource and put a ...
Reversing function on Job G/L Journal
It would be nice to be able to create automatically reversing entries on a job g/l journal. We have a use case where an estimated expense is charged to a job each month, then reversed the following month and actuals expenses are billed.
Jobs: Prevent sales invoicing from unconsumed Planning Lines
Currently, it is possible to post a Sales Invoice from Job Planning Lines that are of Type "Budget and Billable" prior to consuming what is on that Line (e.g. an Item). The result of posting such a Sale Invoice is that none of the inventory controls are enforced (e.g. Negative Inventory, Serial ...
Approval workflow for Job G/L Journal
Currently if you create a workflow for general journal batch approval, you have to create an option to select Job in the Template Type in the workflow. But there is no option to submit for approval or to approve on the Job G/L Journal page.
Project results from BC in Outlook Calendar item
When I add a new calendar item I'd like to be able to add a project from a list of projects in BC. After that I'd like to see the budgeted hours, the spent hours and the hours that have already been planned in future calendar items and finally the (negative) rest of the budget. that allows me to...
An extra and simpel VIA method
An extra and simpel VIA method for use by customers in service and with jobs over a shorter period Additional function for use with VIA Many customers are used to calculating VIA based on a self-selected% (contribution ratio /margin) of realized costs. In addition, for some companies it is too ...
Add field(s) to planning lines that show received not invoiced quantities
Currently, in the planning lines, there is no way to see if an item is received but not invoiced. What this means is that if an item has been received, it still shows a remaining quantity and 0 in the quantity posted column. I'm proposing that a field be added to the planning lines that is simila...
Limit which job task lines specific employees / groups of employees can select
An opportunity is desired for, per. Jobs, to select / limit which job task lines specific employees / groups of employees can select on the timesheet or in job journals. Headlines and total lines must be filtered out. To minimize errors and simplify entry procedure on devices.
Link Sales Quote/Order to Job module
Allow flow and push Sales Quote/Order details and pricing into Job card > Job Planing Lines to reduce data entry efforts and prevent recording errors.