Allow Recurring Job/GL Journals
Add a page that allows recurring job/gl journals to be created / managed. A copy of the recurring gen journal but with the job related fields also available / visible.
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...
Proper Quote from Project
You should be able to create a proper Quote document from a project. The existing functionality only lets you print or send an example. Would a quote document be created then you can use all functionality offered on the Quote.
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.
Sales orders for Jobs
Please allow sales orders that can be assigned to jobs. Currently, the only way to invoice jobs is through billing job task lines.
If sales orders could be assigned to jobs in the same way that purchase orders could, it would make billing a more cohesive process.
This functionality...
Best regards,
Business Central Team
Job confirmation report & job report selection
From a job, it is now only possible to print a job quote report. This makes sense when the job is in status 'quote', but when the job has moved to status 'open', you would want to print a job confirmation report. That is however not possible. Please add a job confirmation report and relevant but...
Add field(s) to planning lines that show received not invoiced quantities
Currently, in the planning lines, there is no way to see if an item is received but not invoiced. What this means is that if an item has been received, it still shows a remaining quantity and 0 in the quantity posted column. I'm proposing that a field be added to the planning lines that is simila...
Best regards,
Business Central Team
Showing Resource code
Adding the Resource code to the Page "Manager Time Sheet By Job" so the Job manager can direct seen with Resource has make the hours.
Best regards,
Business Central Team
Planning of recurring usage in Job Planning Lines
Often many resources take part in the same activity on during a project e.g. in a meeting. Furthermore, often an activity occurs periodically (e.g. a meeting, consulting, monthly invoicing...) at regular intervals/days. To this end an action should be added to the Job Planning Lines which would e...
Best regards,
Business Central Team
Please enhance the Job Journal page to make the 'Entry Type' field be editable and give user other methods to partially adjust the amount of 'Invoiced (Total Price)' field to other projects.
In our using of Job system, we found there might have room to improve.
- In Job Journal Page, the 'Entry Type' field is not editable. Currently, we specified the 'sales' value to entries via configuration package. We wish we could manually choose the value of this field in Job Journal...
STATUS DETAILSNew
Administrator
Best regards,
Business Central Team