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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Job Costing Management...
Small and medium business | Business Central, N...
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Job Costing Management for variations

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Posted on by DebbieG 114

I am interested to find out how customers manage variations to jobs in Business Central? In most cases, you would have you main job, and from this variation might occur that needs to be quoted on. You main Project would be an active job, but before commencement of work of variations, it has to go through the process of Quoting / Approval etc.

In some cases, this variation job needs to be Invoiced as part of the Main Project job.

Any ideas on this? I cannot seem to find any extensions that can assist me with this

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Job Costing Management for variations

    Debbie,

    Good point and how your workflow functions. I would say to not create the issue you noted within the approved main job, then yes I would lean to another job and then copy after approved back to the main job.

    Thanks,

    Steve

  • Verified answer
    DebbieG Profile Picture
    DebbieG 114 on at
    RE: Job Costing Management for variations

    HI Steven and Josh

    Yes, I was going towards using tasks, but the issue I have is what if the main job has been approved, but now I have to quote for a Variation. This variation is linked to the original project for invoicing purposes but it has to go through a quoting phase ie multiple job estimates. Issue with using a task is that the job figures will display INCLUDING the task that is supposedly still in Quote stage..... and if I do order planning it will include the planning lines for this QUOTED task. I am thinking to then rather use another job as the variation, and if approved, then use the copy function to move the lines to the Originating order, then remove the job quote? But at least I can separate approved order from variation quotes.

    Debbie

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Job Costing Management for variations

    Debbie,

    Adding to what Josh wrote, in Jobs you can create Job Templates that outline typical Jobs Tasks and Lines. You can then alter a specific job based on the customer request. You can create a Job Quote for review and approval.

    Hope this helps.

    Thanks,

    Steve

  • Suggested answer
    JAngle Profile Picture
    JAngle 46 on at
    RE: Job Costing Management for variations

    Job task would typically indicate a new phase or an alteration. You can use job task as a filter for quotes and for invoicing too.

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