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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.
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

G

Sales Orders linked to jobs would also allow Drop Ship AND warehouse shipments . I imagine the restrictions are because of the multiple places that the data can change when working through standard BC functions (change qty, pricing, amount received, etc) validating changes will compromise the integrity of the data flow back to the job. however, something needs to be done. Far too many organizations and their consultants dive into using BC Jobs/Projects without realizing the restrictions. I would rather have the entire BC Jobs removed then allow it to exist where an organization decides to implement it without understanding the limitations**** recently i have observed "Limitations" listed within Microsoft Learn and demonstrations published by Microsoft. I encourage more of this

Category: Project Management

G

There are vaious versions of this idea. Link Sales quote/order to a JobCreate Sales quote/order by transfering Job planning lines in same way as we can transfer to Sales invoiceAdd VAT info to Job quote reportThe 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 regardsThomas

Category: Project Management