Allow the sell-to and bill-to customers to be different for jobs

Enabled for Public preview General availability
Users, automatically Mar 1, 2022 Apr 1, 2022

Business value

We've added support for projects where the party that is receiving a service is different from the party that is paying the bill. When a project manager creates a job, they can specify the customer who will benefit from the project, and this customer can be different from the company that will pay for the project. Additionally, the project manager can specify the place 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, and overwrite the standard financial terms of the specific project.

Feature details

We've added Sell-to and Ship-to field groups to the Jobs page. Existing jobs will be updated automatically, and these new fields will inherit values from the respective fields in the Bill-to group that was already available.

Additionally, the Your Reference, External Document No., Payment Terms Code, and Payment Method Code fields are added to jobs and will be respected when you create invoices.

Changes in the Job table and the Job Card page

Element Table 167 Job Upgrade Page 88 Job Card

Sell-to
Sell-to Customer No. Added to table From Bill-to Customer No. Added to General tab
Sell-to Customer Name Added to table From Bill-to Customer Name Added to General tab
Sell-to Customer Name 2 Added to table From Bill-to Customer Name 2 -
Sell-to Address Added to table From Bill-to Address Added to General tab
Sell-to Address 2 Added to table From Bill-to Address 2 Added to General tab
Sell-to City Added to table From Bill-to City Added to General tab
Sell-to Contact Added to table From Bill-to Contact Added to General tab
Sell-to Post Code Added to table From Bill-to Post Code Added to General tab
Sell-to County Added to table From Bill-to County Added to General tab
Sell-to Country/Region Code Added to table From Bill-to Country/Region Code Added to General tab
Sell-to Phone No. Added to table From Bill-to Phone No. -
Sell-to E-Mail Added to table From Bill-to E-Mail n/a
Sell-to Contact No. Added to table From Bill-to Contact No. Added to General tab
SellToContact."Phone No." n/a n/a Added to General tab
SellToContact."Mobile Phone No." n/a n/a Added to General tab
SellToContact."E-Mail" n/a n/a Added to General tab

Bill-to
Bill-to Customer No. Already in table Kept current value Moved to new Invoice and Shipping tab
Bill-to Customer Name Already in table Kept current value Moved to new Invoice and Shipping tab
Bill-to Customer Name 2 Already in table Kept current value -
Bill-to Address Already in table Kept current value Moved to new Invoice and Shipping tab
Bill-to Address 2 Already in table Kept current value Moved to new Invoice and Shipping tab
Bill-to City Already in table Kept current value Moved to new Invoice and Shipping tab
Bill-to Contact Already in table Kept current value Moved to new Invoice and Shipping tab
Bill-to Post Code Already in table Kept current value Moved to new Invoice and Shipping tab
Bill-to County Already in table Kept current value Moved to new Invoice and Shipping tab
Bill-to Country/Region Code Already in table Kept current value Moved to new Invoice and Shipping tab
Bill-to Contact No. Already in table Kept current value Moved to new Invoice and Shipping tab
BillToContact."Phone No." n/a n/a Moved to new Invoice and Shipping tab
BillToContact."Mobile Phone No." n/a n/a Moved to new Invoice and Shipping tab
BillToContact."E-Mail" n/a n/a Moved to new Invoice and Shipping tab

Ship-to
Ship-to Code Added to table blank Added to new Invoice and Shipping tab
Ship-to Name Added to table From Bill-to Customer Name Added to new Invoice and Shipping tab
Ship-to Name 2 Added to table From Bill-to Customer Name 2 -
Ship-to Address Added to table From Bill-to Address Added to new Invoice and Shipping tab
Ship-to Address 2 Added to table From Bill-to Address 2 Added to new Invoice and Shipping tab
Ship-to City Added to table From Bill-to City Added to new Invoice and Shipping tab
Ship-to Contact Added to table From Bill-to Contact Added to new Invoice and Shipping tab
Ship-to Post Code Added to table From Bill-to Post Code Added to new Invoice and Shipping tab
Ship-to County Added to table From Bill-to County Added to new Invoice and Shipping tab
Ship-to Country/Region Code added to table From Bill-to Country/Region Code Added to new Invoice and Shipping tab

Other
External Document No. Added to table blank Added to General tab
Your Reference Added to table blank Added to General tab
Payment Method Code Added to table blank Added to new Invoice and Shipping tab
Payment Terms Code Added to table blank Added to new Invoice and Shipping tab

Known issues (to be fixed in next minor update)

The Payment Method Code and Payment Terms Code fields are not populated with information from the customer selected in the Bill-To Customer No.field.

Job Card - General tab

Job Card - Invoice and Shipping tab

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See also

Set Up Jobs, Prices, and Job Posting Groups (docs)