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Hello,
It would be interesting to be able to define on a Job-Taskline how usage should be posted (what Line Type should be used when posting usage). The Projectmanager who manages the job wants to have full control on how usage is posted.
This could be achieved if you could link a Default Linetype (i.e. Budget, or Both Budget and Billable) to a taskline.
When usage is posted, after selecting the job-task, the Linetype should be filled in automatically with the default that is linked to the task. This can avoid a lot of mistakes in linetypes.

Example:
If you have a job with 2 tasks. First task is a Fixed Fee, and the second task is a Time & Material Task.
For the first task, you can have a planningsline with type "Billable" to invoice the fixed fee, and a second planningsline type Budget for "Work". The second task-line would have no planningslines as there is no budget.
Usage must be posted with type "Budget" on the first task, but with type "Both Budget and Billable" on the second task to have a correct postings on the Job. How can someone know what linetype he is supposed to select? It would be easy if there is already a default type prepared by the Project Manager. The Project Manager who manages the task knows very well what type there should be used

(Business Central Cloud version)
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