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The Jobs module has planning lines with type "Budget", "Billable" and "Budget and Billable".
The terminology "Budget" conflicts with the true meaning of "Budgets". Budgets are usually set up-front to identify what costs and revenue are expected on a job. Actual costs and revenue can then be compared against budget to see how the job is performing.
"Budget" lines in Business Central terms are planning lines where we are going to incur a cost and not bill the customer. This is not a budget but a "Cost Only" line.
Our reseller doesn't understand the Jobs module and we've spent ages trying to get Budgets to work before finally realising that Budgets aren't really budgets.
I would suggest renaming the Type as follows:
Budget = Cost Only
Billable = Billable Only
Budget & Billable = Cost & Billable - might even be better renaming this as "Time & Materials" as this is a phrase used on many jobs for billing out time worked.
The terminology "Budget" conflicts with the true meaning of "Budgets". Budgets are usually set up-front to identify what costs and revenue are expected on a job. Actual costs and revenue can then be compared against budget to see how the job is performing.
"Budget" lines in Business Central terms are planning lines where we are going to incur a cost and not bill the customer. This is not a budget but a "Cost Only" line.
Our reseller doesn't understand the Jobs module and we've spent ages trying to get Budgets to work before finally realising that Budgets aren't really budgets.
I would suggest renaming the Type as follows:
Budget = Cost Only
Billable = Billable Only
Budget & Billable = Cost & Billable - might even be better renaming this as "Time & Materials" as this is a phrase used on many jobs for billing out time worked.
STATUS DETAILS
Needs Votes
Comments
it's perfect like it is because you have full flexibility to use the budget planning lines for "budget costs" by using unit cost and "budget revenues" by using unit price.
Category: General
Business Central Team (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