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Small and medium business | Business Central, N...
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Job Traveler

Posted on by 3,482

Hi:

For an end user who has no licensing for Manufacturing and is not using the Jobs module, what document in Business Central can be used and if necessary modified to act as a Job Traveler?

Thanks!

John

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 73,696 Super User 2024 Season 2 on at
    RE: Job Traveler

    Hi, I'm sorry I don't fully understand what you mean, if you just need a report, you can refer to Inge's opinion. Or customize a new report.
    If you want to manage the work of users, I think you can use Teams Task or User Task feature.

    More details: https://yzhums.com/8645/

    pastedimage1675728211192v2.png

    pastedimage1675728188701v1.png

    Hope this can give you some hints.

    Thanks.

    ZHU

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 32,748 Super User 2024 Season 1 on at
    RE: Job Traveler

    You really do not need a different report. In BC you can have different layout for the same report and then you can select the layout you want when the report is printed.

    So you can have the standard layout used as order confirmation and you can add another layout that you can call work order and that layout can look totally different even though it is based on the same report.

    learn.microsoft.com/.../ui-set-report-layout

  • john.ellis Profile Picture
    john.ellis 3,482 on at
    RE: Job Traveler

    Hi Inge:

    Yes, the job traveler is a work order given to a technician for a job site.

    They're not licensed for the Service module.

    It's possible that the Order Confirmation may already be used for the packing list.  If that's the case, is there a different report that can act as the traveler?

    John

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 32,748 Super User 2024 Season 1 on at
    RE: Job Traveler

    What do you mean by job traveler? Is it like a work order than you give to a technician  for him / her to go do a job at a site?

    If so i would customize a order confirmation if the job is registered as a sales order.

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