8

Proper Quote from Project

You should be able to create a proper Quote document from a project. The existing functionality only lets you print or send an example. Would a quote document be created then you can use all functionality offered on the Quote.

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Category: Project Management (107)

STATUS DETAILS
Needs Votes
8

Create Shipment Lines from Job Module

We cannot use the warehouse functions as intended when utilising the job module. Our issue is that we can only create a sales invoice from the job module but does not allow for warehouse picks. Thank you

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1 Comments

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Category: Project Management (107)

STATUS DETAILS
Declined
67

Rename Jobs to Project

The Jobs entity in Business Central is wrongly named. This is a legacy issue that has been carried over for more than 30 years. The Jobs module was originally created for auditor companies. Their employees worked on "cases," so the original danish word became "Sag" (directly translated to "Case")...

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4 Comments

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Category: Project Management (107)

STATUS DETAILS
Needs Votes
6

Optio to skip usage link question in job journal

When you post resource or item usage in a job journal without line type, And for the item or resource there is no planning line, you will get a question "Usage will not be linked to the job planning line because the line type field is empty. Do you want to continue" When you frequently use ite...

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0 Comments

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Category: Project Management (107)

STATUS DETAILS
Needs Votes
5

Ability to turn off "This job planning line was automatically generated. Do you want to continue?" message in Job Planning Lines

We generate job planning lines from a Purchase Invoice and then need to change the unit price for invoicing and get the "This job planning line was automatically generated. Do you want to continue?" message. We would like the ability to turn this message off.

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1 Comments

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Category: Project Management (107)

STATUS DETAILS
Needs Votes
16

Sales Shipment from Job

From jobs, it is not possible to generate documents for the transfer of goods. Imagining a scenario of a job for a "plant", it is necessary to transfer "components" from the company to the plant site. In the job planning lines it is possible to indicate the article to be invoiced and also the art...

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0 Comments

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Category: Project Management (107)

STATUS DETAILS
Needs Votes
5

Material Request and Material Usage functions with Approval Request

Issue material to Job Journal lack of internal control. User could simply enter item no. qty and job no. It is required that issuance of material to Job to go through proper document entry with Approval Workflow e.g. - Material Request (Item request) to be issued to Job - Material Usage (item ...

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0 Comments

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Category: Project Management (107)

STATUS DETAILS
Needs Votes
7

Lookup Job Planning Line from Resource Journal Line

When registering Job, from job journal batch, it is not possible to select a row of a task if it has been assigned to a different resource than the one you would like to use, but it's a problem, especially for companies that pre-assign a task to a group of generic resources. Using a different res...

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0 Comments

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Category: Project Management (107)

STATUS DETAILS
Needs Votes
51

Affect the Job Planning when using Create Corrective Credit Memo

When using the "Create Corrective Credit Memo" on a job posted sales invoice, the job planning should be affected in the same way as posting a sales invoice: Invoiced Qty and Invoiced Amount should be updated on the corresponding job planning lines.

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1 Comments

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Category: Project Management (107)

STATUS DETAILS
Needs Votes
3

Purchase order linked to Job

On purchase orders we can add the Job No. and the Job Task No. but it is in no way linked to the related Job. It needs to be linked to the job. We can't manually go back in the Job to add the items we bought on the purchase order that has all the information for said Job.

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3 Comments

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Category: Project Management (107)

STATUS DETAILS
Completed