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Struggling with Quoting for Job Shop: Sales Quote vs Job Quote vs Opportunities. Advice Appreciated

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Hello - we are implementing D365 BC and I am having a hard time wrapping my head around the best way to process the workflow transactions from quote to production. We are a job shop that manufactures custom wood products. Everything we make is a custom product that consists of various inventoried items (various size lengths of wood, brackets, screws, etc). The item that we sell is not an inventory item, but inventory items need to be consumed in order to make what we are selling. What is the best way to track this process in BC from beginning to end? (Quote, Order, Produce). Any help or guidance would be greatly appreciated. Thanks in advance.

  • John H NC Profile Picture
    John H NC 5 on at
    RE: Struggling with Quoting for Job Shop: Sales Quote vs Job Quote vs Opportunities. Advice Appreciated

    Inge, thank you for the continued support. When I am in the Jobs module, I create a new Job Card and add a Job Task (example: Remodel Kitchen). I click into the Job Planning lines for "Remodel Kitchen" and add various items from my inventory that I will need for this job (wood panels, screws, etc). When I click Send Job Quote, the quote sent to the customer includes all the line items and each line item needs to have a price in order for the customer to see a total price. I would like the quote to say "Remodel Kitchen" with a price that I enter. Then, when the Job is being produced in the shop, the items need to be consumed from inventory without the customer seeing all the individual inventory items on the quote and without having to have a price for each inventory item to get a total job price. Does this make sense? Any additional support would be greatly appreciated.

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 32,714 Super User on at
    RE: Struggling with Quoting for Job Shop: Sales Quote vs Job Quote vs Opportunities. Advice Appreciated

    In the jobs module you can schedule any kind of resource like personnel and machinery. 

    So in my eyes you should be able to run this operation only using the job module. That also means you can run on a cheaper license. Because jobs are in the essential license, but manufacturing is in the premium license.

  • John H NC Profile Picture
    John H NC 5 on at
    RE: Struggling with Quoting for Job Shop: Sales Quote vs Job Quote vs Opportunities. Advice Appreciated

    Inge, thank you very much for taking the time to reply. When suggesting to use the jobs module, would you also suggest to use it for scheduling on the production floor in this scenario? Or would that need be best met using a different module?

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 32,714 Super User on at
    RE: Struggling with Quoting for Job Shop: Sales Quote vs Job Quote vs Opportunities. Advice Appreciated

    If what you use for this customer specific production is never the same product then you should look into using the Job module for this kind of Business. The job module lets you combine resources and items into a customer specific delivery.

    learn.microsoft.com/.../walkthrough-managing-projects-with-jobs

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