6

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 ...

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Category: Project Management (125)

STATUS DETAILS
Needs Votes
6

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.

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Category: Project Management (125)

STATUS DETAILS
Needs Votes
5

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...

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1 Comments

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Category: Project Management (125)

STATUS DETAILS
Needs Votes
5

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 ...

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Category: Project Management (125)

STATUS DETAILS
Needs Votes
11

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...

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Category: Project Management (125)

STATUS DETAILS
Needs Votes
14

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.

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1 Comments

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Category: Project Management (125)

STATUS DETAILS
Needs Votes
83

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.

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1 Comments

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Category: Project Management (125)

STATUS DETAILS
Needs Votes
17

Allow Job billing to different Customers

In many industry practice, when a Job is awarded the Customer tagged and created upon Job creation may not be the final billing party. Hence, please consider to incorporate flexibility to allow create Sales Invoice billings to multiple Customers/Bill-To. Thanks.

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Category: Project Management (125)

STATUS DETAILS
Declined
19

Job Journals posting using the Resource posting group

When posting a Job Journal for different Resources (People and Machine) the Job Journal posts based on the Job Posting Group. However, when there are Resources that are people and machines, they often go to different GLs (i.e. different Gen. Product Posting Groups) that is assigned to the Resou...

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2 Comments

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Category: Project Management (125)

STATUS DETAILS
Needs Votes
27

Fix usage link = True when uploading to planning lines

When we use Page > Excel In Excel to upload items to the planning lines and have the usage link field marked as "True", the lines holding the uploaded items do not calculate a remaining quantity, even though Usage Link *appears* to be checked. We have to manually click on the usage link field for...

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7 Comments

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Category: Project Management (125)

STATUS DETAILS
Needs Votes