On purchase orders we can add the Job No. and the Job Task No. but it is in no way linked to the related Job. It needs to be linked to the job. We can't manually go back in the Job to add the items we bought on the purchase order that has all the information for said Job.
Ideas Administrator

Thank you for reaching out. Your suggestion seems to be a question about existing functionality.

Please pay attention to the Job Line Type field in the purchase lines.
The value that you select in the Job Line Type field defines whether a planning line is created when you post the usage of the item. If the field contains Billable, then job planning lines that are ready to be invoiced to the customer are created.
For more information, see https://docs.microsoft.com/dynamics365/business-central/projects-how-manage-project-supplies#to-purchase-items-or-services-for-a-job

Andrei Panko



Hi Andrei Panko

I see that you change the status at completed.

But let me add this thing:

I understand that on purchase order the job type is important.

Why it is to linked directly into the purchase order when it is created from the planning worksheet? This is the problem. No Job information and also dimension is indicated in the purchase order created the the planning worksheet.

this is why we open a case an Deseree ask to open the idea here.

In Resume, a purchase order created from a planning worksheet related to a job with a Job type Budget per example and an assembly item with BOM, all other items in the BOM that needs to be purchase are detected in the planning worksheet, but the planning worksheet will not indicate the job number, job task, job type and dimension indicated in JOB.

Please consider this demand because it is a real problem. If you need to see a demonstration, I could do it for you to better understand the situation.

Category: Project Management


Also, let me add an other problem about the creation of a purchase order from the planning worksheet that detect from a job with dimensions, an assembly items linked into a job planning lines that will make possible to create the assembly order and purchase order in the planning worksheet.

If we request the same situation as described by Caroline, we discovered that in the planning worksheet and in the purchase order, no dimension already linked in the Job card follows.

A purchaser can not create the purchase order from a planning worksheet and will need to do it manually because we need to track the dimension in the purchase order as the job and task number already linked behind the scene and are not visible in the purchase order.

Category: Project Management


Just a little background on this Andrei from testing we did on this:
If you are using the planning worksheet, this will only track the job behind the scenes thru Order tracking. Planning will allow you to order what is needed, but it is a separate process to move the items from inventory to the job and why you don’t see that on the PO transactions. This is where Caroline truly has the request. There is no way to know what has been ordered when reviewing the job because of how it is tracked.
Now if you create a manual PO, adding the job and task on the lines as you did with your testing, we handle those differently and not thru Order tracking. If you ‘receive’ a quantity, you will see it hit your inventory and come right back out all in the same receiving transaction. Once you invoice, the value will be submitted thru a job ledger and onto the job. In the end, both get the items on the project, but how they do so is quite different.

Category: Project Management