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When using Jobs to manage projects/jobs to be sold to customers, quite a few fields and/or functionality is missing:

1. You cannot use a customer with different "Bill-to Customer No."
2. Generally "Sell-to", "Bill-to", Ship-to" fields should be available on Jobs. Often Jobs can be created weeks or months before customer is invoices - and as it is now you have to have this information noted somewhere else until you're ready to create the invoice - cumbersome.
3. The same for fields like "Your reference", "Our Reference", "External Document No.", payment terms.
4. By now you can only create Sales Invoice from Jobs, and not Sales Order. This means that you cannot issue a Delivery Note before Invoicing. A nuisance to several customers.

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Comments

A

For missing warehousing functions, see Idea: https://experience.dynamics.com/ideas/idea/?ideaid=2b4afb7f-1192-e911-80e7-0003ff68e84c, and remember to vote.

The availability and logic of having Sell-to and Ship-to information would be quite beneficial and needed on the Jobs.

Especially for the Job related purchases, a Ship-to address would be nice, as the standard logic assumes that the purchases will consumed to the Job directly (creates automatically "negative adjustment" on the Item Ledger Entries). Thus, this resembles a Drop Shipment, but you would have to enter the Ship-to address manually, on the Purchase Order.

Category: Project Management

A

Fully agree.

Job Card only could not fulfill Sales requirements.
Need Sales Quote, Sales Order, Sales Invoices lines with more than 1 job.

Recently there is improvement on Wave 2
Include job information in archived sales and purchase documents - but dont understand how it benefit us.

Category: Project Management

A

Fully agree! That's why we decided to not use the projects module today. It lacks of 'meta' data such as "Reference" (order ID, customer cost center, department or whatever), individual terms, etc.
And - maybe more important - please create a user interface that is at least a bit intuitive to use. We're in 2019 and this one seems to be a copy of a MS-DOS UI ;-)

Category: Project Management