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

Include job information in archived sales and purchase documents - found in Wave 2 Dec 2019 release

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Posted on by 335

Hi,

Appreciate if anyone could enlighten how this enhancement work with Jobs module. 

i would have thought Sales Quote does not integrate with Job Cost.

https://docs.microsoft.com/en-us/dynamics365-release-plan/2019wave2/dynamics365-business-central/include-job-information-archived-sales-purchase-documents

Business value

Orders and quotes are likely to go through a few iterations until agreed to with customers or vendors. Throughout this process, it is useful to keep track of different versions of quotes and orders—in particular, information related to projects or jobs.

Feature details

You can now archive job-related data on sales or purchase quotes and orders.

I have the same question (0)
  • Suggested answer
    Katrin Kinau Profile Picture
    Microsoft Employee on at

    Hi,

    There seems to be a mistake in the documentation. Sales Quotes are not integrated with the Jobs. Hence there is nothing that will be archived for Quotes in regards to Jobs.

    I will forward this so the page gets updated. Thanks for your notice.

  • Suggested answer
    KC Lai Profile Picture
    335 on at
    [quote user="KC Lai"]

    Hi,

    Appreciate if anyone could enlighten how this enhancement work with Jobs module. 

    i would have thought Sales Quote does not integrate with Job Cost.

    https://docs.microsoft.com/en-us/dynamics365-release-plan/2019wave2/dynamics365-business-central/include-job-information-archived-sales-purchase-documents

    Business value

    Orders and quotes are likely to go through a few iterations until agreed to with customers or vendors. Throughout this process, it is useful to keep track of different versions of quotes and orders—in particular, information related to projects or jobs.

    Feature details

    You can now archive job-related data on sales or purchase quotes and orders.

    [/quote]

    Wish Sales Quote and Order could be integrated.

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