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Link sales order to Projects (jobs)

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Posted on by peter fun

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If I create multiple Sales Orders and want to link them to a specific project, in which field should I enter the Project (Job) Number so that I can later search all Sales Orders associated with that particular project?

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RockwithNav 8,658 Super User 2025 Season 2 on at

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You will find Project No and Project Task No on Sales Line.

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peter fun 635 on at

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yeah by going through ? at the top righ corner and then inspecting the sales line there are job no and job task no as a base application

but by the name of job no and job task no i am unable to find these jobs related field from personlization.
please tell me fields name if somebody can.
Thanks

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YUN ZHU 95,763 Super User 2025 Season 2 on at

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Hi, just add some info:

Business Central 2023 wave 2 (BC23): Add existing table fields to optimize your pages (Adding Table Fields to Page without Page Extensions)

https://yzhums.com/43183/

Thanks.

ZHU

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Andrés Arias 4,190 Super User 2025 Season 2 on at

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Hello,

The Job data are in the lines and should be entered there. Use the customize option to include them.

I hope I can help.

Regards,

Andres

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Yi Yong 2,594 Super User 2025 Season 2 on at

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Hello,

You can't find job/project related fields on sales order subform because the standard design is only linking job/project module with invoice module and not order.

you see it on the table because sales invoice line is sharing the same table id.

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Ben Baxter 6,620 Super User 2025 Season 2 on at

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Yi Yong is correct. Adding those fields to a Sales Order will not help you. The base logic is not there to form the connection. Microsoft's design is to have all Project related billing come from the Project to a Sales Invoice. For Project based billing you would be searching the Sales Invoices, not Sales Orders.

Also, from the Project you can see a list of all Sales Invoices associated with the Project. Likewise, you could open the Sales Lines table and filter/sort by Project No., such as using the Analysis Mode to form a summarized view by Project.

Best Regards,

Ben Baxter

Accent Software Inc

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