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Liquid error: Exception has been thrown by the target of an invocation.

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Sylvie Nystrom on 13 Jun 2024 15:21:18

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Good idea

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Sylvie Nystrom on 13 Jun 2024 15:19:39

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We need this functionality to budget also on statistical accounts.Thanks

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Joe King on 13 Jun 2024 14:57:53

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This would be great from a workflow perspective if we can consolidate activity management using ToDo/Planner

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Christian Dietze on 13 Jun 2024 13:03:51

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Maybe as addition: it would be great to have this as a Flag at the User Setup, so that it can be activated if the user is asking for.

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Jamie Constantine on 13 Jun 2024 12:53:45

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A suggested creative solution; create a TBD Resource (you could add this/create one for each Resource Group). On Job Planning Lines, assign the TBD Resource. The type could equal = Budget only. when the resource is scheduled, create a new planning line for the portion for the new resource. Or replace with the TBD.The TBD resource hours assigned can be included in reporting to gage how many hours are still not assigned.

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Jamie Constantine on 13 Jun 2024 12:48:04

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Sales Orders linked to jobs would also allow Drop Ship AND warehouse shipments . I imagine the restrictions are because of the multiple places that the data can change when working through standard BC functions (change qty, pricing, amount received, etc) validating changes will compromise the integrity of the data flow back to the job. however, something needs to be done. Far too many organizations and their consultants dive into using BC Jobs/Projects without realizing the restrictions. I would rather have the entire BC Jobs removed then allow it to exist where an organization decides to implement it without understanding the limitations**** recently i have observed "Limitations" listed within Microsoft Learn and demonstrations published by Microsoft. I encourage more of this

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Jamie Constantine on 13 Jun 2024 12:36:41

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To elaborate on my recent comment posted; a drop ship is only created from a Sales Order. Since Sales Orders cannot be created and linked to a Project, a Project cannot have a Drop Ship. Sales Invoices can only be generated from Project Planning Lines whereas Purchase Invoices CANNOT be generated from project planning lines. We need the ability to generate both Sales and Purchase documents using the data in the project plannings lines. ]I understand that the bi-direction flow of data between sales and purchasing and the project can result in data validation errors/issues if the sales document changes during the workflow, but at least have a function to write data back to a project upon user command or similar

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Sophie Lambrecht on 13 Jun 2024 11:51:38

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I would love to have this solution. Is this something that get's follow up?

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Josh Turnbull on 13 Jun 2024 09:44:24

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I believe this is what the pbip format was created for. I think pbits can't be published because the standard office template format means you can only ever save a template; you can't ever open a template as such, it just creates a new file with all the content from the template populated.If it helps, we put the .pbix extension in the gitignore file so we can guarantee pbixs are never committed

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Yannis Samaras on 13 Jun 2024 08:31:03

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I agree with the proposed solutions.