Allow flow and push Sales Quote/Order details and pricing into Job card > Job Planing Lines to reduce data entry efforts and prevent recording errors.
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. 



Andrei Panko

PM, Microsoft 



There are vaious versions of this idea.

  1. Link Sales quote/order to a Job
  2. Create Sales quote/order by transfering Job planning lines in same way as we can transfer to Sales invoice
  3. Add VAT info to Job quote report

The 3. idea is not the same as the others, but the problem would be solved by any of the other 2 ideas, so please go ahead and fulfill 3 splendid ideas in one solution :-)

Best regards


Category: Project Management