Multiple customers for a job
Often, several customers form a joint venture or consortium when they order a project. To this end it should be possible on the Job Card to be able to specify a list of Bill-to customers for the project with percentage split. With this functionality, one could create a single Job but invoice it t...
Planning of recurring usage in Job Planning Lines
Often many resources take part in the same activity on during a project e.g. in a meeting. Furthermore, often an activity occurs periodically (e.g. a meeting, consulting, monthly invoicing...) at regular intervals/days. To this end an action should be added to the Job Planning Lines which would e...
Work Type code Description to be copied to Description of document lines
Usually for a customer it is not important who has done work on a job, but what has been done. To this end, when planning resources and recording resource usage typically Work Type is used in combination with a resource. If used, the Description from the Work Type should be copied to the Job Pla...
Milestones within Job Tasks
Milestones are important feature for any project. A new Job Task type Milestone should be added to enable better Jobs control. It should be possible to set a Milestone dead line (Due Date) and a flag that Milestone has been reached. Job invoicing based on that flag should be enabled such that in ...
Milestone within Job Tasks
Milestones are important feature for any project. A new Job Task type Milestone should be added to enable better Jobs control. It should be possible to set a Milestone dead line (Due Date) and a flag that Milestone has been reached. Job invoicing based on that flag should be enabled such that in ...
Milestones in Job Task
Milestones are important feature for any project. A new Job Task type Milestone should be added to enable better Jobs control. It should be possible to set a Milestone dead line (Due Date) and a flag that Milestone has been reached. Job invoicing based on that flag should be enabled such that in ...
Deferral Code and Deferral Schedule in Job G/L Journal
The Deferral Code field should be available to add the Job G/L Journal line. Also the Deferral Schedule option should be available under Actions > Functions, These are available in General Journal lines.
Add Built In Integration with D365 Project Service
Would love the capability to invoice PSA projects in BC with a built in adapter capability.
Assemble-to-Order functionality for Jobs
Sales Orders (lines) has the functionality / ability to process Assembly Orders automatically, during Shipment posting. If the posted item set to Replenishment system = Assembly, and Assembly Policy = Assemble-to-Order. Same functionality should be available for the Jobs as well.
Materials Usage function for Job Cost
suggest to have Material Usage function for material issue as it requires 1. Document Header and Document line 2. Approval workflow for issuing materials 4. Delivery address in case issuing to different location and needing endorsement. 3. After Posting - have Material Usage transaction type a...