Create Jobs

When you start a new project, you must create a job card with integrated job tasks and job planning lines, structured in two layers.

The first layer consists of job tasks. You must create at least one job task per job because all posting refers to a job task. Having at least one job task in your job enables you to set up job planning lines and to post consumption to the job.

The second layer consists of job planning lines, which specify the detailed use of resources, items and various general ledger expenses.

The layer structure enables you to divide the job into smaller tasks, and therefore use more specific details in budgeting, quotes, and registration. In addition, it gives you insight into how a job is progressing. For example, you can track whether you're meeting designated milestones or if you're on target to meet budget expectations.

[!TIP] Choose the New Job action on the Project Manager Role Center to launch an assisted setup guide that takes you through the steps of creating a job with integrated tasks and planning lines. The following procedure describes how to perform the steps manually. For an example of how to create a job manually, see Video: How to create a job in Dynamics 365 Business Central.

Sometimes the party that is receiving a service is different from the party that is paying the bill. On the Jobs page, you can specify the customer who will benefit from the project in the Sell-to fields, and the party to invoice in the Bill-to fields. You can also provide the following information:

Where the work will happen by selecting from a list of ship-to addresses for the customer.
Add information about external references to simplify communication about the project.
Overwrite the standard financial terms of the project.

To create a job card

You create a job card and then create job task lines and job planning lines for it.

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

[!NOTE]
If you are using time sheets with your job, you must also designate a person responsible. This person can approve time sheets for the employee tasks associated with the job. For more information, see Set Up Time Sheets.

To create tasks for a job

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

Choose the icon, enter Jobs, and then choose the related link.
Open the job card for a relevant job.
On the Tasks FastTab, fill 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 you need for the job.
To specify the job tasks with information on other job tasks, choose the Copy Job Tasks from action, fill in the fields as necessary, and then choose the OK button.

To create planning lines for a job

You can refine your new job tasks on job planning lines. A planning line can capture the information that you want to track for a job. For example, you can track the resources the job requires, or the items that are needed. For example, you have a task to get a customer to approve a job. You associate the task with planning lines for items such as meeting the customer and assigning a resource.

A job planning line can have one of the following types.

Type	Description
Budget	Provides estimated usage and costs for the job, typically in a time and materials type project. Planning lines of this type can't be invoiced.
Billable	Provides estimated invoicing to the customer, typically in a fixed price project.
Both Budget and Billable	Provides budgeted usage equal to what you want to invoice.

[!NOTE] While you enter information on job planning lines, cost information is automatically filled in. For example, the cost, price, and discount for resources and items are based on information from the resource and item.

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

Create inventory and warehouse pick documents for a job

To create inventory and warehouse pick documents for jobs, your administrator must enable Feature Update: Enable inventory and warehouse pick from Jobs on the Feature Management page.

The feature adds the Create Inventory Pick and Create Warehouse Pick actions to the Job Card. To create or register a pick document, use the Put-away/Pick Lines/Movement Lines or Registered Pick Lines actions.

You can use the actions under the following conditions:

The Status of the job is Open.
The Line Type of the job planning line is Budget or Both Budget and Billable.
The Type of the job planning line is Item.
Require Pick is enabled for the related location.
Directed Pick and Put-away is disabled.

[!NOTE] Although the setting is called Require Pick, you can still post consumption directly from the job journal line for the location. If your location is set up to require pick processing but not shipment processing, you use the Inventory Pick page to organize and print the picking information. You also use the page to enter and post the result of the pick, which in turn posts the consumption of the items.

If your location is set up to require both pick and shipment processing, meaning that you have chosen both the Require Pick and Require Shipment fields on the Location Card page, use the Warehouse Pick page to handle the pick. Warehouse picks are similar to inventory picks. The difference is that rather than posting the picking information you register the pick. This registration doesn't post consumption, it just makes the items available for posting. As a warehouse manager, you can use a pick worksheet to organize pick information before creating the individual warehouse pick instructions

ms.topic: include ms.date: 12/20/2021 ms.author: edupont

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