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Manage jobs (projects).

Posted on by 55

Hi,

Is it possible to configure inbound job(project) in BC? In this case we want to manage the Job and associated tasks etc internally, but vendors will be executing those tasks. On completion of those tasks the vendor will be invoicing us. However, in BC we can only invoice out from Job. Any thoughts how does that fit in?

Thanks

Vikas  

  • Verified answer
    OzVik Profile Picture
    OzVik 55 on at
    RE: Manage jobs (projects).

    Hi Ben,

    Thanks for describing the logic, it makes sense. I will have to give it a go before I demo it. Cheers, Vikas Jain

  • Suggested answer
    Ben Baxter Profile Picture
    Ben Baxter 4,908 Super User 2024 Season 2 on at
    RE: Manage jobs (projects).

    This is a good use of Jobs.  You would setup the Job, Job Tasks, and Job Planning Lines.  The Job Planning Lines would be for a Resource, which represents the service you will be purchasing from the Vendor.  You would then create a Purchase Order to the Vendor for that Resource to track the purchase of the service.  When the Vendor performs the service, you record the invoice against the PO.  Unfortunately, there is no automation on the Jobs side to create those Purchase Orders, so you either do it manually, write an extension, or use one of the many Jobs apps on AppSource to complete the process.

    Once the Job is complete, you can either invoice your customer from the Job or if it is for internal work, you simply complete the Job.

  • Suggested answer
    Marco Mels Profile Picture
    Marco Mels on at
    RE: Manage jobs (projects).

    Hello,

    The docs explain what is currently possible in Jobs module:

    learn.microsoft.com/.../walkthrough-managing-projects-with-jobs

    Thank you.

  • OzVik Profile Picture
    OzVik 55 on at
    RE: Manage jobs (projects).

    further clarification on the question: we are wanting to manage the projects that we have outsourced to our Vendors.

    thanks

    Vik

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