Job SL Integration

Job related postings from a sales order.

Current Version:

• 1.2.20.0 as of Business Central 24

☰ Contents

General

• App Job SL Integration
  With the help of this app, sales lines linked to a job planning line can generate job ledger entries during delivery and billing. This gives a better overview of the costs and revenues on the job card...

Setup

• App Setup
  The setup can be accessed via the Job Setup. This is where the setup for the Job - Sales Lines is defined...

Tasks

• Working with the App
  According to the field Do not Post automatic in the Setup, job ledger entries of the type Usage are automatically created to the job when delivering sales lines that are linked to a job planning line...

• Pages

• • App Setup
    The setup can be accessed via the Job Setup. This is where the setup for the Job - Sales Lines is defined...
  • Job Receiver
  • Job Receiver Card
    On the Job Receiver Card, you can see detailed information regarding customers or sales documents...
  • Job Card
    In the Job Card, the Job - Sales Lines action have been added in Related and group Job. This actions opens a window with a list of Job - Sales Line connections...
  • Job List
    In the Job List, the Job - Sales Lines action has been added in Related and Group Job. This action opens a window with a list of Job - Sales Line connections...
  • Job Planning Lines
    In the Job Planning Lines, the following actions have been added...
  • Job Sales Document Change Permission
  • Job Sales Line List
    The Window Job - Sales lines List gives an overview of the jobs and the related Sales...
  • Job Task Lines Subform
    In the Job Task Lines, following actions and fields have been added...
  • Job Receiver List
  • Posted Credit Memo
  • Posted Sales Invoice
  • Posted Sales Shipment
  • Sales Invoice
    In the Sales Invoice, the Job - Sales Lines factbox have been added. It gives you an overview of the related job planning lines...
  • Sales Invoice Lines
    In the Sales Invoice Lines, the Transfer to Project, Transfer from Job and Job - Sales Lines actions have been added in Line and group Functions...
  • Sales Order
    In the Sales Order, the Job - Sales Lines factbox have been added. It gives you an overview of the related job planning lines...
  • Sales Order Lines
    In the Sales Order Lines, the Transfer to Project, Transfer from Job and Job - Sales Lines actions have been added in Line and group Functions...
  • Sales Quote
    In the Sales Quote, the Job - Sales Lines factbox have been added. It gives you an overview of the related job planning lines...
  • Sales Quotes/Orders
    The window Sales Quotes/Orders gives you a overview of all related Sales Quotes and Orders...
  • Sales Quote Lines
    In the Sales Quote Lines, the Transfer to Project, Transfer from Job and Job - Sales Lines actions have been added in Line and group Functions...
  • Job Task List
    The Job description field is displayed in the lines...

• Tasks

• • Create Sales Quotes from Jobs
    Creates sales quotes per job or job task and job recipient...
  • Create Sales Orders from Jobs
    Creates sales orders per job or job task and job recipient...
  • Job Transfer to Sales Quote
    Set the conditions for how sales quotes should be created for the job...
  • Job Transfer to Sales Order
    Set the conditions for how sales orders are to be created for the job...

Appendix

• Release Notes