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Can Business Central (or any add on product) move the job planning lines from a job quote to a purchase order? Job quotes would typically represent what is going to be used on a job and in turn should flow to a purchase order once the job quote is approved by a customer. Does this functionality exist in Business Central?
There is also product suggestion recorded here:
https://experience.dynamics.com/ideas/idea/?ideaid=ac00ea95-f4c0-e811-b96f-0003ff68bbb7
Make sure to vote for this so it takes traction.
Regards
Ivan
It's not an existing feature but it's quite simple to do this with a custom extension (we internally have this forNAV for example).
Hello, this is non-standard in Business Central and I don't believe this facility exists within any extensions that currently exist either. To create a 'Job Quote' all the system is doing is taking the planning lines and formatting them into a report. It's not any more advanced than this.
My suggestion would be that you speak to a partner about mapping a process that can then be taken on by a developer. As the job planning lines already exist then I should't imagine it would be too much of a stretch to develop something that pulled them into a purchase order, but this would require a scoping exercise.
Let me know if you want to talk in any more detail.
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