Create a Sales quote from job planning lines
It will be great can create a sale quote from a job planning lines, not only sales invoices. Thanks Juan MegÃas.
Add Opportunity to Job
For Project Oriented Organisations who use either the marketing features in BC or D365 Sales with integration, a Job can be as a result of an Opportunity but there is currently no link back from the Job activities and invoicing to the opportunity. By adding the Opportunity to the Job record then ...
Add Job filter options to Requisition Worksheet
Currently, the requisition worksheet has filters for date and items. Adding filter options for jobs so filtering by job number, job type (quotes vs planned), and customer would improve the feature for job focused companies.
Resource Group Planning
Typically, Jobs are created early in the pre-sales phase. At that time, it is not yet known which resources will participate in the execution. Yet, you want to be able to create a realistic Job plan. Usually you know what kind of resources will be required, e.g. developers, consultants, project m...
Best regards,
Business Central Team
Adjust cost job ledger entries via new entry
When the cost of a job ledger entry is adjusted, the job leder entry itself is updated, there is no new entry posted.
However if the adjustment has another posting date, that means the posting date of the job ledger entry does not match the posting dateS of the value entries and G/L entr...
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...
Best regards,
Business Central Team
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...
Proper training for Jobs
I've watched all DLP courses form Job costing module and this is useful but not to practical works. Please add some training with practical insights and focus on the WIP.
Sincerely,
Andrei Panko
PM, Microsoft
Dimension validation on jobs
When adding a customer with a standard dimension to for example a job, the function CopyDefaultDimensionsFromCustomer used by the system will always owewrite existing dimensions. This will be a problem when diemsnions have been added before the customer is validated. For example if I have added ...
Improved inventory pick for Jobs
Improved functionality of newly added Support inventory pick and warehouse pick operati...
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