I was working on a job related project and came across the post. It seems there are gaps between Jobs module and sales module. Here are the issues I noticed:
1. when user creates a planning line for a qty of items. the items are not treated as demand in BC. It doesn't show as demand on item card. Nor the planning worksheet care about it. Even qty on job order shows zero in spite of the qty I put on the planning line. It shows the planning line if I click on the zero to drill into the planning line. this is obviously incorrect.
2. I created a sales invoice against the planning line and able to post it even there is no inventory. BC shows no error even the prevent negative in set to yes on sales and receivable setup.
3. a sales shipment was posted due to the sales invoice, but NO item ledger entry was created. This is the weirdest things.
So what Peter noticed is same as what I observed, which is not correct and need to handled with the below workaround.
1. ensure there are sufficient qty for the jobs planning line, reserve the qty to the planning line if needed.
2. manually create a sales order to reflect the demand and plan MRP if needed.
3. don't just post sales invoice created from planning line without checking inventory for the above reason
I posted my suggestions for improvements to ideas and hope MS could fix in future release.
this is the link to the suggest improvements, please vote to make BC better.
Jun Wang
