Add a % Complete field to Job Planning Lines..
Add 'Planning Line Status' filed to Jobs
Add a Planning Status option field to Job Planning Lines (JPL).
o Add Previous Task/JPL No. fields to JPL Lines to automatically
activation of the Planning. Status of Successor JPL’s when a predecessor is set
to "Complete”.
Better Job Reporting
Some more Job related reports would be good (for example, a better budget to actual report, etc).
Preview Posting - WIP
A preview posting for WIP where it can identify the values being used for the WIP calculation (helpful before posting a massive, incorrect WIP entry)
Create PO's from Jobs
Create the ability to create PO's directly from the Job/Job Planning Lines (same idea as Create Sales Invoice).
Enable Purchase Order Inventory to not be Auto Consumed
- When purchasing goods to a Job (via Purchase Order with Job No filled in), in the inventory is immediately consumed (for understandable reasons) but often clients buy goods, keep them in their warehouse until ready, and then need to pick them. The auto consumption causes two issues:
Better Job Templates
Right now, the only way to make a job template (used for standard job creation) is to make a record in the jobs table with a specific name (for example Z_JOBTEMP) so that it can be copied using the Copy Job functionality. A more standard template functionality (like customers/items have) shoul...
Versioning/Archiving for Jobs
Enable the archiving/versioning functionality for Jobs.
Change Orders for Jobs
Create change order functionality/documents for Jobs. This could be one, or a combination of:
- A report layout
- New functionality (new table called Change Orders with a lookup to Jobs and a card page to input changes, etc)
- Part of the parent/child functionality current...
STATUS DETAILSNeeds Votes
Internal Jobs
Allow a Job to be created/flagged as an internal job, where a customer number does not need to be defined for the project/job record to be created/processed.