Manage jobs (projects).

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Posted on by OzVik

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

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OzVik 55 on at

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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
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Ben Baxter 4,908 Super User 2024 Season 2 on at

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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.
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Marco Mels on at

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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 55 on at

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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