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Small and medium business | Business Central, N...
Suggested answer

Jobs module-disallow Job Task budget to be exceeded

Posted on by 240
Good day Folks
 
In the Jobs module, we want the planning lines currency amount to not be allowed to be exceeded by the actual costs.   My client only books costs off purchase orders.   They want to password protect the ability to exceed budget and the user needs to key that in before they could place the PO or maybe capture the Purchase Invoice.
 
Looking at standard BC for version W1 22.5 (Platform 22.0.60117.0 + Application 22.5.59966.60134), I cannot see where that is standard functionality.   I'm thinking that we need to dev this - is that correct?    My client is moving from Dynamics Great Plains where the password protection functionality is standard and it would be a pity if BC does not make that part of the standard product.
 
Any insight would be apprecaited please.
Thank you
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 73,647 Super User 2024 Season 2 on at
    Jobs module-disallow Job Task budget to be exceeded
    Hi, yes, this requires customization. And Except for some special functions, there is no operation that requires entering a password in the standard behavior. You also need a field or table to store this password. . . It is recommended to use permissions to manage it.
     
     
    Hope this helps.
    Thanks.
    ZHU
  • gdrenteria Profile Picture
    gdrenteria 12,181 Most Valuable Professional on at
    Jobs module-disallow Job Task budget to be exceeded
    Hi
    In BC you could use the approval flow functionalities in purchases, or also try to search the appsource for an application that can meet your needs.
    I hope this can help you a little. 
    BR
    GR

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