51

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 Megías.

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2 Comments

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Category: Project Management (185)

STATUS DETAILS
Needs Votes
47

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 ...

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1 Comments

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Category: Project Management (185)

STATUS DETAILS
Declined
Ideas Administrator
Thank you for reaching out. Your suggestion seems to be a duplicate of the following suggestion:  
Please add your valuable votes and comments to the suggestion above instead.

Sincerely,
Andrei Panko
PM, Microsoft
44

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.

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4 Comments

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Category: Project Management (185)

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
43

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...

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4 Comments

Read more... 4 Comments

Category: Project Management (185)

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
40

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...

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0 Comments

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Category: Project Management (185)

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
38

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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8 Comments

Read more... 8 Comments

Category: Project Management (185)

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
36

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...

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3 Comments

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Category: Project Management (185)

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
36

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.

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2 Comments

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Category: Project Management (185)

STATUS DETAILS
Completed
35

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 ...

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2 Comments

Read more... 2 Comments

Category: Project Management (185)

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,
Business Central Team
34

Improved inventory pick for Jobs

Improved functionality of newly added Support inventory pick and warehouse pick operati...

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2 Comments

Read more... 2 Comments

Category: Project Management (185)

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