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Small and medium business | Business Central, N...
Suggested Answer

How do I link a opportunity to a Job Number?

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Posted on by 37

Hi there, 

We've started using the job modules within BC and we've now populated this section with jobs. I'm just wondering if it's possible to link these job numbers back to a opportunity? If not, how do I link an opportunity to a job number going forward? 

Any advice on this would be much appreciated

Regards

Stephen 

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  • Suggested answer
    Amit Baru Profile Picture
    3,043 on at

    Hi,

    For this do some customization for that. Create One Opportunity Field in JOb card having lookup of Opportunity table and flow accordingly.

    Regards

    Amit Sharma

  • Suggested answer
    YUN ZHU Profile Picture
    101,995 Super User 2026 Season 1 on at

    Hi, As far as I know the standard function can only create Sales Quote from Opportunities.

    pastedimage1663720672425v1.png

    So this requires customization or finding an existing solution.

    For example,

    https://business-central.to-increase.com/md/en-US/TSKAJMQB_20075

    Hope this helps.

    Thanks.

    ZHU

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