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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.
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

Comments

R

The use case is that we win a bid for a Job and now the PM wants requisition all or some of the items or subcontracted work for the specific job. The items are purchased for the Job and should be reserved for the job on the resulting PO's. The PM may or may not be the one that releases the PO's to the vendors, and in our specific use case the PM is just notifying the buyer to cut the PO's but the buyer has some latitude to choose the vendor, negotiate pricing and other variables.

Category: Project Management

R

In Order Planning, you are able to filter list by "Order No.", and for the Jobs this is the Job No. Or filter by "Demand Type" with value 1003, which refers to Job Planning Lines, so you would see all the Job related demand.

Order Planning has possibility to filter out or "Show Demand" per demands (All, Production, Sales, Service, Job, Assembly). Therefore I will highly doubt that same "functionality" would be included for Requisition Worksheet.

Though, I would like to have possibility to filter out different demands in the Requisition Worksheet. Either on the calculation parameters, or in the Requisition Worksheet Lines. Or maybe both.

Category: Project Management

R

There is "order based planning" on Order planning page. But I'm also missing there possibility to filter specific job (in case of Job Demand). Or what about opening Order planning page directly from a Job with calculated demand for the Job.
And possibility to plan Items of the "Service" Type in Order planning would solve completely buying process for Jobs.

Category: Project Management