You’re offline. This is a read only version of the page.
Hello Team
I am new to the MS platform and would like to see if I can get any help
We have projects that are both professional services and shipping inventory items. We are setting these up as a job to track all the costs and WIP.
When we need to ship the items from the job, the only way I have been able to get the inventory linked to the job is to create a job journal for the lines. However, this is now not a sales order shipment, so we don’t have all the standard reporting.
I was unable to google anyone else having this problem with D365. Is there a way to do this or a different way we should be setting up these types of jobs?
if you have any questions or ideas please share them with me
.
Sadly this will need development or passing through the D365 ideas site to become standard. The former would be fairy involved if it followed a nice process flow like create a sales order, pick a job and task, ship it and that then posts usage and a sale on the job. There are some standard parts to the code that make the above description a challenge. A deviation from that might be more achievable such as creating a report from a job which looks at posted job ledger entries for usage of items and provides a shipment print out. Another could be per job have a new field which determines if shipment records should be created. On post of a job journal for items, for that job, a shipment record is created. The record could be like the sales shipment header and lines tables, or as close at it can be. You then create a document from there instead.
Interesting to see what other options forum members come up with
Share
Report
All responses (
Answers (
159
