217

Job Hierarchy - Parent-Child Relationship

Create relationship between jobs (Parent-Children) with individual jobs linked to a master job. Show the hierarchy in appropriate page with expand/collapse functionality. Roll up the values from all the sub-jobs to the master job.

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9 Comments

Read more... 9 Comments

Category: Project Management (198)

STATUS DETAILS
Under Review
Ideas Administrator
Thank you for this suggestion! We are adding it to our roadmap. 

Best regards,
Business Central Team
189

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...

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22 Comments

Read more... 22 Comments

Category: Project Management (198)

STATUS DETAILS
Completed
Ideas Administrator
Thank you for your feedback. The requested functionality was released.

Sincerely,
Andrei Panko
PM, Microsoft
180

Job Version management / Archiving

Possibility to create several versions of the project (Job Header, Taks, Planning Line with quantities, costs and prices). For example it would be done by archiving Jobs (as is on Sales and Purchase Orders). Only one version (last) should be actual. It would be great if it would be possible to co...

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5 Comments

Read more... 5 Comments

Category: Project Management (198)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback. The requested functionality was released.

Sincerely,
Andrei Panko
PM, Microsoft

153

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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7 Comments

Read more... 7 Comments

Category: Project Management (198)

STATUS DETAILS
Completed
Ideas Administrator
Thank you for your feedback. The requested functionality was released.

Sincerely,
Andrei Panko
PM, Microsoft
150

Allow sales invoice creation outside of jobs and tie back to job

You must invoice from jobs module. Open the job and job task fields on the sales invoice so you can create one invoice for multiple jobs and have it tie back to the appropriate job. creating invoices from jobs one by one and appending to existing invoice is time consuming.

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7 Comments

Read more... 7 Comments

Category: Project Management (198)

STATUS DETAILS
Completed
Ideas Administrator
Thank you for your feedback. The requested functionality was released.

Sincerely,
Andrei Panko
PM, Microsoft

140

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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2 Comments

Read more... 2 Comments

Category: Project Management (198)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback. Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future. 

 

Sincerely, 

Andrei Panko

PM, Microsoft 

129

Multiple Currencies in Job Planning Lines

For companies working internationally with purchase and sales in various currencies, the Jobs module way of handling currency is far to limiting. The main problem is not being able to budget costs in LCY and enter Billing lines in another currency. Either you enter ALL planning lines in LCY and ...

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6 Comments

Read more... 6 Comments

Category: Project Management (198)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback. Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future. 

 

Sincerely, 

Jodi Christiansen 

PM, Microsoft 


119

Term Invoicing for Jobs

A term invoicing functionality would be nice to have in the Job module so you can setup terms for invoicing a job budget by i.e. 30% + 30% + 40%.

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2 Comments

Read more... 2 Comments

Category: Project Management (198)

STATUS DETAILS
Needs Votes
114

Processing Job Quote from Opportunity

There is no option to create Job Quote from Opportunity and link it together. It would be second option to create Sales Quote of Job / Project Quote from Opportunity.

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3 Comments

Read more... 3 Comments

Category: Project Management (198)

STATUS DETAILS
Needs Votes
110

More sales oriented approach

When using Jobs to manage projects/jobs to be sold to customers, quite a few fields and/or functionality is missing: 1. You cannot use a customer with different "Bill-to Customer No." 2. Generally "Sell-to", "Bill-to", Ship-to" fields should be available on Jobs. Often Jobs can be created weeks ...

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6 Comments

Read more... 6 Comments

Category: Project Management (198)

STATUS DETAILS
Completed
Ideas Administrator
Thank you for your valuable feedback. We have decided to deliver this idea and make it available with Business Central 2022 release wave 1.  

Your help was greatly appreciated,  
Andrei Panko
PM, Microsoft