MS D365 Business Central Job Card Creation - Locus IT Services

MS D365 Business Central Job Card Creation

Locus IT ServicesMicrosoft Dynamics 365 / D365MS D365 Business Central Job Card Creation

MS D365 Business Central Job Card Creation

When starting a new project, MS D365 Business Central Job Card Creation with integrated job tasks and job planning lines, structured in two layers is required.

  • The first layer consists of job tasks. You should create at least one job task per job because all posting refers to a job task. Having a minimum of one job task in your job enables you to set up job planning lines and to post consumption to the job.
  • The second layer contains the job planning lines, which describe the detailed use of resources, different general ledger expenses and items.

The layer structure allows you to divide the job into smaller tasks and hence utilize more specific details in budgeting, quotes, and registration.

It also gives you insight into how a job is progressing. For example, you can track whether you are meeting designated milestones or if you are on target to meet budget expectations.

Microsoft D365 Business Central Job Card Creation Steps

1. To Create a Job Card

You create a Microsoft Dynamics 365 BC job card and then create job task lines and job planning lines for it.

  • Choose the search icon, enter Jobs, and then choose the related link.
  • Select the New action and then fill in the fields as necessary. Go over a field to read the short description.
  • To describe the job with information on other jobs, choose the Copy Job action, fill in the fields as necessary and then choose the OK button.

2. To Create Tasks for a Job

A key part of creating a job is to specify the various tasks involved in the job. You can execute this by adding new lines on the Tasks FastTab on the Job Card page, one task per line. Every job must have at least one task.

  • Choose the search icon, enter Jobs, and then choose the related link.
  • Open the job card for a relevant job.
  • On the Tasks FastTab, enter in the fields as necessary on a new line.
  • To indent tasks and create a hierarchy, Choose the Tasks action, the then choose Indent Job Tasks action.
  • Repeat steps 3 and 4 for all the tasks that is necessary for the job.
  • To specify the job tasks with information on other job tasks, select the Copy Job Tasks from action, fill in the fields as necessary, and then choose the OK button.

3. To Create Planning Lines for a Job

You can refine your new job tasks on job planning lines. A planning line can be utilized to store any information that you want to track for a job. You can utilize the planning lines to add information such as what resources are necessary or to capture what items are needed to perform the job.

For example, if you have a task to acquire customer approval of a job, you can associate that task with planning lines for items such as meeting with the customer and assigning a resource.

  • Choose the search icon, enter Jobs, and then choose the related link.
  • Open a relevant Microsoft Dynamics 365 Business Central job card.
  • Select a job task for which the Job Task Type field contains Posting and then select the Job Planning Lines action.
  • On the Job Planning Lines page, on a new line, enter in the fields as necessary.
  • Repeat steps 3 and 4 for all planning lines that you need for the job task.

As you enter information on job planning lines, cost information is automatically filled in. For example, the cost, price and the discount for the resources and items are initially based on the information that is defined on the resource and item cards. For more information on Microsoft D365 Business Central Job Card Creation, please contact us.

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