allow change bill/sell-to-customer in a job with only usage entries
It happens quite often that the user need to change the bill/sell-to-customer for a given job after some entries have been posted on the job ledger.
It is clear that the bill/sell-to-customer cannot be changed when there is already at least one poste...
Reversing function on Job G/L Journal
It would be nice to be able to create automatically reversing entries on a job g/l journal. We have a use case where an estimated expense is charged to a job each month, then reversed the following month and actuals expenses are billed.
Versioning/Archiving for Jobs
Enable the archiving/versioning functionality for Jobs.
Approval workflow for Job G/L Journal
Currently if you create a workflow for general journal batch approval, you have to create an option to select Job in the Template Type in the workflow. But there is no option to submit for approval or to approve on the Job G/L Journal page.
Create Job Journal Lines batch should keep some data from Job planning lines
Create Job Journal Lines batch should keep some data from Job planning lines, e.g. Description or Unit Cost, for better tracing in Job Ledger entries. Sometimes customer wants to use item card (e.g. Non-Inventory Type) for different issues, so it expects the same description in job ledger entry a...
Correct Dimension in Job Ledger Entries
Please add the Correct Dimension function to Job Ledger Entries.
There are many steps in Job Ledger Entries to correct or update dimension code.
Thank you.
Licence - Allow team member licenced users to add/delete job planning lines
Currently, users licenced as Team Members are unable to add/delete lines in the jobs/project module. Our unique situation is we have 20 users (technicians) who are Team Members and we want them to be able to add service/items onto jobs.
Allow Job billing to different Customers
In many industry practice, when a Job is awarded the Customer tagged and created upon Job creation may not be the final billing party. Hence, please consider to incorporate flexibility to allow create Sales Invoice billings to multiple Customers/Bill-To. Thanks.
Allow Team Member Licensed Users to create and delete Comment Lines e.g. for Projects /Jobs
Currently the Team Member License does not allow Users to Create Comment Lines.
This is incomplete for managing projects.
Could you please add this to the permissionset 793...
Allow Posting via Job Journal for Resources that have "Use Time Sheet" enabled
Currently it's not possible to post resources via job journal that have "Use Time Sheet" enabled.
It's a common issue, that a time was posted on a wrong Job Task and now this posting should be corrected by two journal lines.
This is currently not possible.
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