36

Allow a Job to be created/flagged as an internal job, where a customer number does not need to be defined for the project/job record to be created/processed.

STATUS DETAILS
Needs Votes
Ideas 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

Comments

D

It is not just about flagging a project as internal and not requiring the customer information to be filled in. This also relates to the possibility to have project templates (with different number series based on the typology of projects).We could also have "Time" projects to be used only on time-sheets to track non-productive hours but still use the project number as a single point of entry.Usually for those projects thre is no planning or budget and therefore the WBS is not necessayr. It could be a task initiated by default to improve the user experience.And last but not least is "Investment" projects for which we don't necessarly know the customer and the invoicing will not be done through the project module, it is only record costs that can be capitalized easily and then transfer to one or multiple fixed assets.All those options exist on project operations but there is absolutely nothing in BC. Many add-ons exist but the standard module is too weak.

Category: Project Management

D

Seems like a lot of effort do update jobs when using an internal customer account, with appropriate posting setup, seems like a reasonable work around and probably means less new code. Or am I missing something?

Category: Project Management