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For Project Oriented Organisations who use either the marketing features in BC or D365 Sales with integration, a Job can be as a result of an Opportunity but there is currently no link back from the Job activities and invoicing to the opportunity. By adding the Opportunity to the Job record then passing Opportunity assign to the sales Quotes and Invoices generated from the Job, a complete view of how an opportunity performs in terms of sales can be seen in the same way as any other sale.
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Comments

A

HI,


Excellent Idea. This is possible through customization but it should be standardized..

Adding job quote to opportunity, and Sales lines Quotes/Order would be wonderfull.

In fact a job can be considered as an item with price elasticity

Hicham


Category: Project Management