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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Job Traveler
Small and medium business | Business Central, N...
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Job Traveler

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Posted on by john.ellis 3,530

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

I have the same question (0)
  • Suggested answer
    IB-29041624-0 Profile Picture
    IB-29041624-0 1,191 Moderator on at

    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.

  • john.ellis Profile Picture
    john.ellis 3,530 on at

    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
    IB-29041624-0 Profile Picture
    IB-29041624-0 1,191 Moderator on at

    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

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 101,846 Super User 2026 Season 1 on at

    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

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