5

Undo job WIP posting to G/L

When WIP is posted in a new period, the WIP from the previous period is reversed and the new WIP is posted, both with the new posting date. By posting both the reversal and the new WIP on the new posting date, the WIP remains in the previous period. But what if you find out that the WIP in an ev...

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Category: Project Management (108)

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Needs Votes
11

Approval Workflow for Journals

Please add Approval Workflows for the following Journals: - Job Journal - Job G/L Journal - Item Journal - Physical Inventory Journal These are fairly important controls within an organization to prevent unauthorised adjustments.

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Category: Project Management (108)

STATUS DETAILS
Declined
1

Move Time Sheet to Archive routine to run based on filtered records on Time Sheet List

To enable easier/quicker archiving of Time Sheets enable the 'Move Time Sheet to Archive' routine to be run based on filtered records on the Time Sheet List (Page 951).

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Category: Project Management (108)

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Needs Votes
1

Time Sheet View - Showing the Job Name

In the table of time sheet (both manager time sheet and employee time sheet) it would be great if the reviewer and submitter could see the job name clear in the table and not just the job number, as this number might not be used other places. Thanks!!

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Category: Project Management (108)

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Needs Votes
1

Posting Date When we change status from Open to Close for Job Card

Dear Sir/Madam I would like to know why D365BC will force picking up posting date as system date when we calculate WIP. Normally, we receive invoice from business partner (sub contract )1st/2nd on next month for last month job task activities. Better to select Posting Date with my understandi...

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Category: Project Management (108)

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Needs Votes
14

Add dimensions (global + shortcut) to Job Planning lines

I have a use case, where the customer would like to use dimensions on job planning lines but neither global nor short cut dimensions are available on table 1003 / page 1007. The job planning lines should enherit dimension setups on the related job task but similar to the difference in header and...

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Category: Project Management (108)

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Needs Votes
5

Allow users to link job ledger entries to job planning lines manually

We currently have a situation where a job journal was posted but was not linked to the planning line. This is causing the "remaining quantity" and "Qty to transfer to journal" to be incorrectly reflected on the planning line. If we had the ability to manually link that job ledger entry to the job...

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Category: Project Management (108)

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Needs Votes
11

Jobs valuation report

It would be very useful to have a 'valuation' report with which a finance department can match the costs, revenue and WIP postings with the general ledger. Such reports are available for all sub ledgers (inventory, receiavables, payables), so why not for jobs?

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Category: Project Management (108)

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Needs Votes
4

Manager Time Sheet - Missing Saturday and Sunday in overview

In the regular time sheets Saturday and Sunday are included, which is not showing in the manager time sheet when approving. This must be a general error, as it cannot be included from the personalized view. My suggestion is to include Saturday and Sunday in the table. The data appear in the summ...

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Category: Project Management (108)

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Needs Votes
9

Job confirmation report & job report selection

From a job, it is now only possible to print a job quote report. This makes sense when the job is in status 'quote', but when the job has moved to status 'open', you would want to print a job confirmation report. That is however not possible. Please add a job confirmation report and relevant but...

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Category: Project Management (108)

STATUS DETAILS
Needs Votes