112

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 ...

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3 Comments

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Category: Project Management (222)

STATUS DETAILS
Needs Votes
Ideas Administrator
Thank you for this suggestion! Currently this is not on our roadmap. We are tracking this idea and if it gathers more votes and comments we will consider it in the future.

Best regards,
Business Central Team
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 (222)

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
92

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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2 Comments

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Category: Project Management (222)

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
87

Job #, Job Task & Job Line # for Requisition Worksheet

Hello Support Team, Currently, Requisition Worksheet can be run to generate the demand from Jobs. For example, I need 2 Rims for Job A and currently have 0 Rims. I run Requisition Worksheet and it shows a suggestion to purchase 2 Rims. I select the "Carry Out Action Message" choice and it create...

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7 Comments

Read more... 7 Comments

Category: Project Management (222)

STATUS DETAILS
Completed
Ideas Administrator
Thank you for your feedback. We released this feature as part of the functionality in Replenish items for projects.


Sincerely,
Andrei Panko
PM, Microsoft
81

prevent users to register time on closed jobs and/or activities

We would like to have a feature where it is possible to select on the job card and on each activity if the post shall be visible from the time sheets. When handling a project, the project phases are often reflected in different tasks and it would minimize errors and rejected time sheets if we c...

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1 Comments

Read more... 1 Comments

Category: Project Management (222)

STATUS DETAILS
Needs Votes
Ideas Administrator
Thank you for this suggestion! Currently this is not on our roadmap. We are tracking this idea and if it gathers more votes and comments we will consider it in the future.

Best regards,
Business Central Team
77

Add VAT to Job Planning Line and Job Quote Report

Currently the "Job Planning Line" and "Job Quote" Report don't know VAT %, VAT Amount, etc. If you create a Sales Invoice from a Job the VAT %, VAT Amount, etc. will be transferred from the Sales Line to the "Job Planning Line". It would be nice if the "Job Planning Line" and the "Job Quote" Rep...

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1 Comments

Read more... 1 Comments

Category: Project Management (222)

STATUS DETAILS
Needs Votes
75

PowerBI Enabled FactBox

Enable use of PowerBI reports linked to the Jobs table/list in same way as is possible with Items/Customers This would allow custom reports to be created and filtered as users scroll down and select jobs For example at the moment the only way to track total committed and incurred spend on a job...

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0 Comments

Read more... 0 Comments

Category: Project Management (222)

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

Sincerely,
Andrei Panko
PM, Microsoft
72

Jobs Reporting

Currently only a few reports are available within the Jobs module, would be more beneficial if we have some word layout similar to Sales Module --> Tax Invoice report.

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3 Comments

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Category: Project Management (222)

STATUS DETAILS
Needs Votes
68

Auto Create Job Dimension Value

Hi, When a user creates a new Job Card, if they wish to also create a Job Dimension Value to match, they have to do this manually. To automate this, you could add a "Job Dimension" to the "Jobs Setup", which defines the related dimension code to be used. And then when a new Job is created, the...

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4 Comments

Read more... 4 Comments

Category: Project Management (222)

STATUS DETAILS
Needs Votes
63

Add Built In Integration with D365 Project Service

Would love the capability to invoice PSA projects in BC with a built in adapter capability.

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9 Comments

Read more... 9 Comments

Category: Project Management (222)

STATUS DETAILS
Needs Votes
Ideas Administrator
Thank you for this suggestion! Currently this is not on our roadmap. We are tracking this idea and if it gathers more votes and comments we will consider it in the future.

Best regards,
Business Central Team