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NVXEJB Extended Job Base


Extends the project functionalities.

Current Version: 1.0.73.0 as of Business Central 22.

Manual


Creation date: 2024/11/22
The current version of this manual can be found at:

https://www.navax.app/help.php?AppID=NVXEJB&L=en


☰ Contents



General

  • App Extended Job Base
    This app provides extended functionality for job...

Setup

  • Extended Job Base Einrichtung
    The page Extended Job Base Setup contains various setup fields which define default values or influence the creation of the job budget...
  • Job Budget Names
    On the page Job Budget Names, you can enter a name for the Job budget...
  • Job Types
    The page Job Types contains an overview of the job task type and new job task types can be created...

Task

  • Working with the App
  • General

    • Job Project Manager Rolecenter
    • Job Types
      The page Job Types contains an overview of the job task type and new job task types can be created...
    • Job Type Card
      On this page, more detailed information about the job type can be defined and template jobs can be set...
    • Job Task Type
      The page Job Task Types contains an overview of the job task type and new job task types can be created...
    • Job List
      On the Job List following fields and actions were added...
    • Job Card
      On the page Job Card the following fields and actions were added...
    • Job Task Lines
      On the page Job Task Lines the following fields and actions were added...
    • Job Task Lines Subform
      On the page Job Tasks the following fields and actions were added...
    • Job Planning Lines
      On the Job Planning Lines page the following fields and actions were added...
    • Templ. Job List
      The Templ. Job List is the same page as Job List, but will only show template jobs...
  • Projekt Budget

    • Job Budget Names
      On the page Job Budget Names, you can enter a name for the Job budget...
    • Job Planning Line - Budget Factbox
      On the page Job Planning Line - Budget the summed values from job budget- and job ledger entries are being compared to the corresponding values of the job planning line...
    • Job Budget Entries
      The page Job Budget Entries contains an overview of the Job Budget Entries...
    • Job Funding
      The page Job Funding is used for the administration of the % Allocation of the Funding Amount to different Customers or G/L Accounts...
    • Job Budget Allocation
  • Projekt Stakeholder

    • Contact List
      On the page Contact List the following action was added...
    • Contact Card
      On the page Contact Card the following action was added...
    • Job Business Partner Relation
      The page Job Business Partner Relation contains an overview of the Job Business Partner Relation...
  • Jobdimensions

    • Jobdimensions
      On the Job Dimensions page, the job dimensions can be set up...
  • Resourcedimensions

    • Resourcedimensions
      On the Resource Dimensions page, the resource dimensions can be set up...

Appendix

  • Available Endpoints
  • Release Notes

Docs  /  NVXEJB Extended Job Base  /  General
General

This app provides extended functionality for job.

Docs  /  NVXEJB Extended Job Base  /  Setup
Extended Job Base Setup

The page Extended Job Base Setup contains various setup fields which define default values or influence the creation of the job budget.

General, Fields

Job Task requiredSpecifies if the assignment of a Job Task is required for posting a job journal line.
Job Funding typeSpecifies the value of the Job Funding Type field.
Job CalendarSpecifies the base calendar to use for jobs.
Calculate Job Planning Line Position CodesSpecifies if you want to automatically calculate the position codes when you close the job planning lines page.
Calculate Job Planning Line Row NumbersSpecifies if you want to automatically calculate the row numbers and totalling when you close the job planning lines page.

Job Budget, Fields

Default Budget NameSpecifies the name of the default job budget.
Create Job Budget Entries automaticallySpecifies if the job budget entries should be created and updated automatically, when a job planning line is being inserted or modified.
Budget Warnings activeSpecifies if, Job Planning Lines are being colorfully highlighted, if certain conditions are met.

Budget Warnings, Fields

Budget Cost Greater CostSpecifies the way in which the field Total Cost of the job planning line is being highlighted if the budgeted total cost is higher than the total cost of the job planning line.
Budget Qty. Greater Qty. Col.Specifies the way in which the field Quantity of the job planning line is being highlighted if the budgeted quantity is higher than the quantity of the job planning line.
Budget Cost < Cost and Ending Date ExceededSpecifies the way in which the field Total Cost of the job planning line is being highlighted if the budgeted total cost is less than the total cost of the job planning line and the planned ending date has been exceeded.
Budget Quantity < Quantity and Ending Date ExceededSpecifies the way in which the field Quantity of the job planning line is being highlighted if the budgeted quantity is less than the quantity of the job planning line and the planned ending date has been exceeded.

Job Budget Creation, Fields

Create Job Budget Entries perSpecifies the interval based on which the job budget entries shall be created.
Create Item Budget Entries forSpecifies on which basis the job budget entries shall be created for an item job planning line.
Create Resource Budget Entries forSpecifies on which basis the job budget entries shall be created for an resource job planning line.
Create G/L Account Budget Entries forSpecifies on which basis the job budget entries shall be created for an item job planning line.
Long Term BudgetingIf this field is active and the job budget is created per year than the budget is being created until a year from planning date. If the checkbox is deactivated the budget is only created until the end of the calendar year.
Allow manual Budget Entry adjustmentsSpecifies if, job budget ledger entries can be created, modified or deleted manually.

Budget Check, Fields

Disallow Budget OverbookingSpecifies if, budget can be overbooked.
For more information, see Working with the App.

Docs  /  NVXEJB Extended Job Base  /  Setup
Job Budget Names

On the page Job Budget Names, you can enter a name for the Job budget.

Fields

NameSpecifies the name of the job budget.
DescriptionSpecifies a description of the job budget name.
For more information, see Working with the App.

Docs  /  NVXEJB Extended Job Base  /  Setup
Job Types

The page Job Types contains an overview of the job task type and new job task types can be created.

General, Fields

CodeSpecifies the value of the Code field.
DescriptionSpecifies the value of the Description field.
Job No. SeriesSpecifies the value of the Job No. Series field.
Job Dimension CodeSpecifies the value of the Job Dimension Code field.
Block Job Dimension Value CodeSpecifies the value of the Block Job Dimension Value Code on the Job Completion field.
Configuration TemplateSpecifies the value of the Configuration Template field.
For more information, see Working with the App.

Docs  /  NVXEJB Extended Job Base  /  Task
Working with the App

Job Budget

Once the job budget has been entered in Business Central, the values from the Budget (Total Cost) and Budget (Total Price) can be saved as Original or Current budget.

Actions

Create Original Budget

With Create Original Budget the values from the project planning lines are transferred to the columns Original budget Total Cost and Original budget Total Price as well as to the columns Current budget Total Cost and Current budget Total Price.

Delete Original Budget

With Delete Original Budget the values can be removed from all columns. This function can only be used until the first time a (separate) current budget is created.

Update Current Budget

Update current budget updates the items of the current budget. Once this function has been executed, the original budget cannot be modified or deleted.

Freeze Budget

With Freeze Budget the selected budget can be frozen. Affected project budget items will be fixed and can no longer be edited.

Unfreeze Budget

With Unfreeze budget the selected budget can be unfrozen again. This action reverses the freezing.

Job Type

Open the table job types to add new types and assign job number series, job dimension codes and Configuration templates. It is now possible to choose a Templ. Job from the Templ. Job List. When creating a new job, the job type needs to be selected and the information from the job type will be populated into the job. If the configuration template or template job number is set, fields will be specified from the chosen template. If both the Job Type and the Templ. Job are set, the Templ. Job will be given priority.

Templ. Job

The project can be converted into a template by clicking the Template Job button in the General tab of the job card. The job remains fully operational and ongoing. Templates are now only accessible in the Templ. Job List. The new list includes all functions that are present in the Job List. The Job Type only allows the copying of templates.

Job Task Type

The job tasks can be predefined with the Job Task Type. If the job task type field in the job task line is set, all predefined values are transferred to the job task.

Job Planning Line

In the job planning line overview, new functions have been added that allow job planning lines to be displayed hierarchically. With the functions Move Up and Move Down the lines can be moved. In addition, the Left and Right functions offer the possibility to indent the lines. For this hierarchical view, new fields have been added Position code, Row No. and Totaling. These values are generated with the functions Create Position Codes or Create Row Nos. Position codes are used for the overview and are defined like counts e.g. 1., 1.1, 1.1.1. When the function Create Row Nos is executed, the Row Nos are defined according to the following scheme R1., R1.1. and additionally, in the field Totaling a matrix is given which defines which job planning lines belong to a row. e.g. R1..R1.6. This value is used to form sums over individual values. After closing the job planning lines page the actions Create Position Codes and Create Row Nos will be executed. If you do not want to happen, then you can control this behavior in the Extended Job Base Setup page with the fields Calculate Job Planning Line Position Codes or Calculate Job Planning Line Row Numbers.

API

API delivers data from the system to authorized external parties. Here are the released APIs:

Job Budget Entry

While the original budget is being created, dimensions are being created, depending on default dimension priority, in the job budget entries.

Freeze Budget

For job planning lines for which budget ledger entries have been created, and job ledger entries have been entered, the "Freeze Budget" function can be executed. In the Request Page that opens, the following data must be entered:
Field Value
Job No. The Job No(s) for which the Budget should be frozen.
Date The date until which the budget should be frozen. This date must be a budget ledger entry period end date.
Budget The budget to freeze. If you are working with the Original budget, “Original budget” must be selected here, if you are working with the Current budget, “Current budget” must be selected here.
Distribute values linearly over remaining term If activated, the remaining budget from the job planning line will be distributed linearly over the remaining job ledger entries.
In the affected job ledger entries, the quantity is then replaced by the actual quantity from the job ledger entries. The lines are also marked as “fixed” and cannot be edited anymore. To undo the action, the "Unfreeze Budget" functionality can be executed. The budget ledger entries will then be created again based on the job planning line.

Docs  /  NVXEJB Extended Job Base  /  Task  /  General
Job Project Manager Rolecenter

On the page Job Project Manager Rolecenter following fields and actions were added:

Actions

Job TypesOpens the Job Types.
For more information, see Working with the App.

Docs  /  NVXEJB Extended Job Base  /  Task  /  General
Job Types

The page Job Types contains an overview of the job task type and new job task types can be created.

General, Fields

CodeSpecifies the value of the Code field.
DescriptionSpecifies the value of the Description field.
Job No. SeriesSpecifies the value of the Job No. Series field.
Job Dimension CodeSpecifies the value of the Job Dimension Code field.
Block Job Dimension Value CodeSpecifies the value of the Block Job Dimension Value Code on the Job Completion field.
Configuration TemplateSpecifies the value of the Configuration Template field.
For more information, see Working with the App.

Docs  /  NVXEJB Extended Job Base  /  Task  /  General
Job Type Card

On this page, more detailed information about the job type can be defined and template jobs can be set.

General, Fields

CodeSpecifies the value of the Code field.
DescriptionSpecifies the value of the Description field.
Job No. SeriesSpecifies the value of the Job No. Series field.
Job Dimension CodeSpecifies the value of the Job Dimension Code field.
Block Job Dimension Value CodeSpecifies the value of the Block Job Dimension Value Code on the Job Completion field.
Configuration TemplateSpecifies the value of the Configuration Template field.

Template Job, Fields

Template Job No.Specifies the job template number to copy from.
From Job Task No.Specifies the job task no. from where to start to copy.
To Job Task No.Specifies the job no. to where to end the copy.
SourceSpecifies the basis on which you want the planning lines to be copied. If, for example, you want the planning lines to reflect actual usage and invoicing of items, resources, and general ledger expenses on the job you copy from, then select Job Ledger Entries in this field.
Incl. Planning Line TypeSpecifies how to copy planning lines. Budget+Billable: All planning lines are copied. Budget: Only lines of type Budget or type Both Budget and Billable are copied. Billable: Only lines of type Billable or type Both Budget and Billable are copied.
Incl. Ledger Entry Line TypeSpecifies how to copy job ledger entries. Usage+Sale: All job ledger entries are copied. Entries of type Usage are copied to new planning lines of type Budget. Entries of type Sale are copied to new planning lines of type Billable. Usage: All job ledger entries of type Usage are copied to new planning lines of type Budget. Sale: All job ledger entries of type Sale are copied to new planning lines of type Billable.
Start DateSpecifies the starting date for the template.
End DateSpecifies the ending date for the template.
Templ. Copy QuantitySpecifies if the quantities in the template should be copied.
Templ. Copy DimensionSpecifies if the dimensions in the template should be copied.
For more information, see Working with the App.

Docs  /  NVXEJB Extended Job Base  /  Task  /  General
Job Task Type

The page Job Task Types contains an overview of the job task type and new job task types can be created.

General, Fields

CodeSpecifies the value of the Code field.
DescriptionSpecifies the value of the Description field.
Default Line TypeSpecifies the value of the Default Line Type field.
Not relevant for BudgetSpecifies the value of the Not relevant for Budget field.
Default Job Planning Line TypeSpecifies the value of the Default Job Planning Line Type field.
For more information, see Working with the App.

Docs  /  NVXEJB Extended Job Base  /  Task  /  General
Job List

On the Job List following fields and actions were added. This page will not show template jobs. For more information, see Working with the App.

Fields

Job TypeSpecifies the Job Type Code.

Actions

  • Create Original Budget

    Creates the original budget.
  • Delete Original Budget

    Deletes the original budget.
  • Change Original Budget

    Changes the original budget.
  • Update Current Budget

    Updates the current budget.
  • Freeze Budget

    Freezes the Budget.
  • Unfreeze Budget

    Unfreeze the Budget.
  • Budget Entries

    View the budget entries that have been posted for the selected record.
  • Job Funding

    View the Funding of the Current Job.
  • Job Business Partner Relation

    Opens the Job Business Parner Relation Page

Docs  /  NVXEJB Extended Job Base  /  Task  /  General
Job Card

On the page Job Card the following fields and actions were added.

Fields

Job TypeSpecifies the Job Type of the Job.
No. Of Business PartnerSpecifies the Number of Business Parner.
Global Dimension 1 CodeSpecifies the Global Dimension 1 Code.
Global Dimension 2 CodeSpecifies the Global Dimension 2 Code.
Funding AmountSpecifies the Sum of the Funding Amount Calculation.
Budget frozen onSpecifies the date for which the budget was frozen.
Original BudgetSpecifies if the used budget is the original budget.
Template JobSpecifies if the job should be listed as a template job.

Actions

  • Create Original Budget

    Creates the original budget.
  • Delete Original Budget

    Deletes the original budget.
  • Change Original Budget

    Changes the original budget.
  • Update Current Budget

    Updates the current budget.
  • Freeze Budget

    Freezes the Budget.
  • Unfreeze Budget

    Unfreeze the Budget.
  • Budget Entries

    View the budget entries that have been posted for the selected record.
  • Job Dimensions

    Opens Job Dimensions.
  • Job Funding

    View the Funding of the Current Job.
  • Job Business Partner Relation

    Opens the Job Business Parner Relation Page.
  • Convert To Template

    Converts the Job to a Template Job.
For more information, see Working with the App.

Docs  /  NVXEJB Extended Job Base  /  Task  /  General
Job Task Lines

On the page Job Task Lines the following fields and actions were added.

Fields

Original Budget Total CostsShows the Total Costs of the original Budget.
Original Budget Total PriceShows the Total Price of the original Budget.
Current Budget Total CostsShows the Total Costs of the current Budget.
Current Budget Total PriceShows the Total Price of the current Budget.
Budget QuantityShows the Quantity of the Budget.
Original Budget QuantityShows the Quantity of the Original Budget.
Current Budget QuantityShows the Quantity of the Current Budget.
Usage QuantitySpecifies the value of the Usage (Quantity) field.
Sales QuantitySpecifies the value of the Sales (Quantity) field.
Job Task TypeShows the Job Task Type.

Actions

  • Create Original Budget

    Creates the original budget.
  • Delete Original Budget

    Deletes the original budget.
  • Change Original Budget

    Changes the original budget.
  • Update Budget

    Updates the budget.
  • Budget Entries

    View the budget entries that have been posted for the selected record.
For more information, see Working with the App.

Docs  /  NVXEJB Extended Job Base  /  Task  /  General
Job Tasks

On the page Job Tasks the following fields and actions were added.

Fields

Original Budget Total CostsShows the Total Costs of the original Budget.
Original Budget Total PriceShows the Total Price of the original Budget.
Current Budget Total CostsShows the Total Costs of the current Budget.
Current Budget Total PriceShows the Total Price of the current Budget.
Budget QuantityShows the Quantity of the Budget.
Original Budget QuantityShows the Quantity of the Original Budget.
Current Budget QuantityShows the Quantity of the Current Budget.
Usage QuantitySpecifies the value of the Usage (Quantity) field.
Sales QuantitySpecifies the value of the Sales (Quantity) field.
Job Task TypeShows the Job Task Type.

Actions

  • Create Original Budget

    Creates the original budget.
  • Delete Original Budget

    Deletes the original budget.
  • Change Original Budget

    Changes the original budget.
  • Update Budget

    Updates the budget.
  • Budget Entries

    View the budget entries that have been posted for the selected record.
For more information, see Working with the App.

Docs  /  NVXEJB Extended Job Base  /  Task  /  General
Job Planning Lines

On the Job Planning Lines page the following fields and actions were added.

Fields

Original Budget Total CostsShows the Total Costs of the original Budget.
Original Budget Total PriceShows the Total Price of the original Budget.
Current Budget Total CostsShows the Total Costs of the current Budget.
Current Budget Total PriceShows the Total Price of the current Budget.
Not Relevant For BudgetSpecifies if budget entries can be created for this line or not.
Planned Ending DateShows the Planned Ending Date of the current Job.
Position CodeSpecifies the value of the Position Code field.
TotalingSpecifies the value of the Totaling field.
Row No.Specifies the value of the Row No. field.

Actions

  • Create Original Budget

    Creates the original budget.
  • Delete Original Budget

    Deletes the original budget.
  • Update Current Budget

    Updates the current budget.
  • Freeze Budget

    Freezes the Budget.
  • Unfreeze Budget

    Unfreeze the Budget.
  • Budget Entries

    View the budget entries that have been posted for the selected record.
  • Move Up

    Change the sorting of the job planning lines.
  • Move Down

    Change the sorting of the job planning lines.
  • Right

    Move the job planning line to the right.
  • Left

    Move the job planning line to the left.
  • Create Position Codes

    Creates the Position Codes for the Job Planning Lines.
  • Create Row Nos

    Creates the Row Nos. for the Job Planning Lines.
For more information, see Working with the App.

Docs  /  NVXEJB Extended Job Base  /  Task  /  General
Templ. Job List

The Templ. Job List is the same page as Job List, but will only show template jobs. Creating a Job from this Page will set it as a template. Please look into the Job List to see the changes made to this page. For more information, see Working with the App.

Docs  /  NVXEJB Extended Job Base  /  Task  /  Projekt Budget
Job Budget Names

On the page Job Budget Names, you can enter a name for the Job budget.

Fields

NameSpecifies the name of the job budget.
DescriptionSpecifies a description of the job budget name.
For more information, see Working with the App.

Docs  /  NVXEJB Extended Job Base  /  Task  /  Projekt Budget
Job Planning Line - Budget

On the page Job Planning Line - Budget the summed values from job budget- and job ledger entries are being compared to the corresponding values of the job planning line.

Expected, Fields

QuantitySpecifies the number of units of the resource, item, or general ledger account that should be specified on the planning line. If you later change the No., the quantity you have entered remains on the line.
Total CostSpecifies the total cost for the planning line. The total cost is in the job currency, which comes from the Currency Code field in the Job Card.
Total PriceSpecifies the total price in the job currency on the planning line.

Actual, Fields

Funding AmountSpecifies the Funding Amount.
Budgeted Quantity SumSpecifies the sum of the quantity of the original budget.
Total Cost Original BudgetSpecifies the sum of the total cost of the original budget.
Total Price Original BudgetSpecifies the sum of the total price of the original budget.
Budgeted Quantity (Current)Specifies the sum of the quantity of the current budget.
Total Cost Current BudgetSpecifies the sum of the total cost of the current budget.
Total Price Current BudgetSpecifies the sum of the total price of the current budget.
Actual Total Cost (Use)Specifies the sum of the total cost of the linked job ledger entries of type use.
Actual Total Price (Use)Specifies the sum of the total price of the linked job ledger entries of type use.
Actual Total Cost (Sale)Specifies the sum of the total cost of the linked job ledger entries of type sale.
Actual Total Price (Sale)Specifies the sum of the total price of the linked job ledger entries of type sale.
Modified bySpecifies the name of the user which last edited the entry.
Modified atSpecifies the date on which the entry has been edited.

Docs  /  NVXEJB Extended Job Base  /  Task  /  Projekt Budget
Job Budget Entries

The page Job Budget Entries contains an overview of the Job Budget Entries.

Fields

Budget NameSpecifies the name of the Budget.
DateSpecifies the date of the planning line.
DescriptionSpecifies the name of the resource, item, or G/L account to which this entry applies.
Line TypeSpecifies the type of planning line.
AmountSpecifies the amount that will be posted to the budget.
QuantitySpecifies the number of units of the resource, item, or general ledger account that should be specified on the budgeted line.
Original BudgetSpecifies wether the entry was part of the original budget.
Job No.Specifies the job number.
Job Task No.Specifies the job task no.
Line No.Specifies the job planning line number.
TypeSpecifies the type of account to which the budgeted line relates.
No.Specifies the number of the account to which the resource, item or general ledger account is posted, depending on your selection in the Type field.
Variant CodeSpecifies the variant of the item on the job planning line.
Currency CodeSpecifies the currency for the budgeted line.
Currency DateSpecifies the date that will be used to find the exchange rate for the currency in the Currency Date field.
Currency FactorSpecifiec the currency factor.
Unit CostSpecifies the cost of one unit of the item or resource on the line.
Unit Cost (LCY)Specifies the cost, in LCY, of one unit of the item or resource on the line.
Unit PriceSpecifies the price of one unit of the item or resource.
Unit Price (LCY)Specifies the price, in LCY, of one unit of the item or resource.
Total CostSpecifies the budgeted total cost for the budget line. The total cost is in the job currency, which comes from the Currency Code field in the Job Card.
Total Cost (LCY)Specifies the budgeted total cost for the budget line. The amount is in the local currency.
Total PriceSpecifies the budgeted total price in the job currency on the planning line.
Total Price (LCY)Specifies the budgeted total price on the planning line. The total price is in the local currency.
Line AmountSpecifies the budgeted amount that will be posted to the job ledger.
Line Amount (LCY)Specifies the budgeted amount in the local currency that will be posted to the job ledger.
Created BySpecifies the date on which the entry was created.
Created AtSpecifies when the job budget entry was created.
Unit of Measure CodeSpecifies how each unit of the item or resource is measured, such as in pieces or hours. By default, the value in the Base Unit of Measure field on the item or resource card is inserted.
Used QuantitySpecifies the summed quantity of the job ledger entries created for the job planning line linked to this job budget entry.
Used CostSpecifies the summed total cost of the job ledger entries created for the job planning line linked to this job budget entry.
Used PriceSpecifies the summed total price of the job ledger entries created for the job planning line linked to this job budget entry.
FixedSpecifies wether the budget entry is fixed.
Entry No.Specifies the number of the entry, as assigned from the specified number series when the entry was created.

Actions

  • Open Job Planning Line

    Opens the associated job planning line.
For more information, see Working with the App.

Fields

Global Dimension Code 1Specifies the Global Dimension Code 1
Global Dimension Code 2Specifies the Global Dimension Code 2
Dimension Set IdSpecifies the Dimension Set ID.

Docs  /  NVXEJB Extended Job Base  /  Task  /  Projekt Budget
Job Funding

The page Job Funding is used for the administration of the % Allocation of the Funding Amount to different Customers or G/L Accounts.

Fields

Job No.Specifies the Job No.
TypeSpecifies the Type of the Job Funding.
No.Specifies the No. of the Customer.
Funding AmountSpecifies the Funding Amount of the Job.
Allocation %Specifies the Allocation % of the Job.
Name / DescriptionSpecifies the Name / Description of the Job.
Description (Job)Specifies the Description of the Job.
Start DateSpecifies the of the Job.
End DateSpecifies the of the Job.
For more information, see Working with the App.

Docs  /  NVXEJB Extended Job Base  /  Task  /  Projekt Budget
Job Budget Allocation

General, Fields

Job No.Specifies the number of the related job.
Job Task No.Specifies the number of the related job task.

Docs  /  NVXEJB Extended Job Base  /  Task  /  Projekt Budget
Lines

Fields

PositionCodePosition code of the related job planning line.
DescriptionDescription of the related job planning line.
SumSum of the related job planning line.

Actions

  • Update Budget

    The Action update the Job Budget Entries.
  • Next Period

    Show the information based on the next period. If you set the View by field to Day, the date filter changes to the day before.
  • Previous Period

    Show the information based on the previous period. If you set the View by field to Day, the date filter changes to the day before.
  • Update Budget

    The Action update the Job Budget Entries.
  • Next Period

    Show the information based on the next period. If you set the View by field to Day, the date filter changes to the day before.
  • Previous Period

    Show the information based on the previous period. If you set the View by field to Day, the date filter changes to the day before.
  • Docs  /  NVXEJB Extended Job Base  /  Task  /  Projekt Stakeholder
    Contact List

    On the page Contact List the following action was added.

    Actions

    • Job Business Partner Relation

      Opens the Job Business Parner Relation Page
    For more information, see Working with the App.

    Docs  /  NVXEJB Extended Job Base  /  Task  /  Projekt Stakeholder
    Contact Card

    On the page Contact Card the following action was added.

    Actions

    • Job Business Partner Relation

      Opens the Job Business Parner Relation Page
    For more information, see Working with the App.

    Docs  /  NVXEJB Extended Job Base  /  Task  /  Projekt Stakeholder
    Job Business Partner Relation

    The page Job Business Partner Relation contains an overview of the Job Business Partner Relation.

    General, Fields

    Job No.Indicates the number of the project.
    Contact No.Specifies the number of the contact.
    Contact NameSpecifies the name of the contact.
    Job DescriptionSpecifies the project description.
    For more information, see Arbeiten mit der App.

    Docs  /  NVXEJB Extended Job Base  /  Task  /  Jobdimensions
    Job Dimensions

    On the Job Dimensions page, the job dimensions can be set up.

    General, Fields

    Job No.Specifies the value of the Job No. field.
    Starting DateSpecifies the value of the Starting Date field.
    Dimension CodeSpecifies the value of the Dimension Code field.
    Dimension Value CodeSpecifies the value of the Dimension Value Code field.
    Value PostingSpecifies the value of the Value Posting field.
    For more information, see Working with the App.

    Docs  /  NVXEJB Extended Job Base  /  Task  /  Resourcedimensions
    Resource Dimensions

    On the Resource Dimensions page, the resource dimensions can be set up.

    Fields

    Resource No.Specifies the Resource No.
    Starting DateSpecifies the Starting Date.
    Dimension CodeSpecifies the Dimension Code.
    Dimension Value CodeSpecifies the Dimension Value Code.
    Value PostingSpecifies the Value Posting.

    Docs  /  NVXEJB Extended Job Base  /  Appendix
    Available Endpoints

    Tip

    To connect to a Business Central API endpoint, you can use the following URL. https://api.businesscentral.dynamics.com/v2.0/{{Enviroment_Name}}/api/nvx/ejb/v1.0/companies({{CompanyID}})/{{EntitySetName}}

    Available Endpoints

    Table Name Entity Set Name
    Job Budget Entries jobBudgetEntries
    Job Business Partner Relations jobBusinessPartnerRelations
    Job Dimensions jobDimensions
    Job Funding jobFundings
    Job Types jobTypes
    Jobs jobs
    Job Tasks jobTasks
    Job Planning Lines jobPlanningLines
    Job Setup jobSetup
    Resource Groups resourceGroups

    Tip

    You can also access the web services via the Web Services page and connect directly via the OData V4 URL.

    Docs  /  NVXEJB Extended Job Base  /  Appendix
    Release Notes

    Would you like to know what has changed in the extension?
    Below you'll find an overview of the new features and changes made in the updates. Build-Overview in DevOps

    NVXEJB 1.0.73.0

    as of Business Central 22
    2024/11/20
    • Improvements

      • If there is no No. Series set for the Job-Type, the default No. Series from the Job-Setup is beeing used as a fallback.

    NVXEJB 1.0.72.0

    as of Business Central 22
    2024/11/12
    • Corrections

      • With the budget freeze, the total price and total cost are transferred from the project ledger entries to the budget ledger entries.

    NVXEJB 1.0.71.0

    as of Business Central 22
    2024/10/23
    • Improvements

      • An additional check has been implemented to ensure that project plan lines cannot be deleted if project ledger entries already exist for the project plan line.

    NVXEJB 1.0.70.0

    as of Business Central 22
    2024/10/14
    • Corrections

      • Budget legder entries can now not contain a negative amount.

      NVXEJB 1.0.69.0

      as of Business Central 22
      2024/09/30
      • Improvements

        • With the budget freeze, additional budget ledger entries are created for project ledger entries that are before or after the planning date of the project planning line.

      NVXEJB 1.0.68.0

      as of Business Central 22
      2024/09/06
      • Corrections

        • Budget entries are now also created when the quantity is changed.
        • If a budget is frozen, negative values are also taken from the job ledger entries.

      NVXEJB 1.0.67.0

      as of Business Central 22
      2024/08/14
      • Corrections

        • All values in the totals line in project planning lines are now displayed in bold.

      NVXEJB 1.0.66.0

      as of Business Central 22
      2024/08/01
      • Corrections

        • Fixed an error where the field "Not relevant for budget" was not checked.

      NVXEJB 1.0.65.0

      as of Business Central 22
      2024/07/03
      • Modifications

        • Performance improvements for web service of the project budget entries.

      NVXEJB 1.0.64.0

      as of Business Central 22
      2024/06/26
      • Modifications

        • Creating a project template based on an existing project is only possible if no project or budget items exist

      NVXEJB 1.0.63.0

      as of Business Central 22
      2024/06/26
      • Improvements

        • Planning Date in Job Planning Line displays error message if its positioned after EJBPlannedEndingDateNVX.

        NVXEJB 1.0.62.0

        as of Business Central 22
        2024/06/24
        • Improvements

          • Project Setup gets two new fields: "Calculate JPL Position Codes" and "Calculate JPL Row Numbers"

          NVXEJB 1.0.61.0

          as of Business Central 22
          2024/06/18
          • Improvements

            • Sell-to Customer No. Field is placed under EJBJobTemplate Field in Page.

            NVXEJB 1.0.60.0

            as of Business Central 22
            2024/06/18
            • Improvements

              • EJBJobTemplate Field is visible.

            NVXEJB 1.0.59.0

            as of Business Central 22
            2024/06/13
            • Improvements

              • EJBJobTemplate Field is used as source Job Template for creating new Job.
              • Job Planning Line gets the quantity from original Job Planning Line, from Job Template, that is being copied from.

            NVXEJB 1.0.58.0

            as of Business Central 22
            2024/06/07
            • Corrections

              • Correction of a Table Relation in the job Business Partner Relations

            NVXEJB 1.0.57.0

            as of Business Central 22
            2024/06/07
            • Improvements

              • The job budget can now be created and updated for several jobs via the job list.

            NVXEJB 1.0.56.0

            as of Business Central 22
            2024/05/28
            • Improvements

              • The job budget matrix has been expanded to 48 columns.
              • The job budget matrix can now also be called up for job planning lines with the "Amount" calculation method.

            NVXEJB 1.0.55.0

            as of Business Central 22
            2024/05/28
            • Corrections

              • If the planned ending date in the project plan lines is beyond the project end date an error message will appear.

            NVXEJB 1.0.54.0

            as of Business Central 22
            2024/05/07
            • Corrections

              • Job budget matrix is now correctly sorted by position no.
              • Fixed an error when calculating the frozen job budget entries.

            NVXEJB 1.0.53.0

            as of Business Central 22
            2024/04/23
            • Improvements

              • Updated API Queries and added API-Endpoint documentation

            NVXEJB 1.0.52.0

            as of Business Central 22
            2024/04/23
            • Improvements

              • Added Field Funding Amount to Page "Job Planning Line - Budget".
              • Extended Fieldgroup of Job Planing Line by Field Position Code.

            NVXEJB 1.0.51.0

            as of Business Central 22
            2024/04/19
            • Corrections

              • Process of presenting the values in column: Original Budget Total Costs, Original Budget Total Price, Current Budget Total Costs, Current Budget Total Price, has been changed.

            NVXEJB 1.0.50.0

            as of Business Central 22
            2024/04/08
            • Corrections

              • Fixed an error when multiple entries in the job budget matrix were changed.
              • Empty fields in the job period can now also be edited in the job budget matrix.

            NVXEJB 1.0.49.0

            as of Business Central 22
            2024/03/28
            • Improvements

              • Updated Job Budget Actions on the Project List.

            NVXEJB 1.0.48.0

            as of Business Central 22
            2024/03/25
            • Corrections

              • Changed translations for Totaling.
              • Changed visibility for some fields.

            NVXEJB 1.0.47.0

            as of Business Central 22
            2024/03/20
            • Corrections

              • If "Disallow Budget Overbooking" was activated, the remaining quantity of the job planning line was never reduced.

            NVXEJB 1.0.46.0

            as of Business Central 22
            2024/02/22
            • Improvements

              • In the table Job Business Partner Relation the fields Line No., Project Stakeholder Type, Contact Name 2, < b>Contact address, Contact address 2, Contact country/region code, Contact zip code, Contact city b>, Contact telephone number, Contact mobile number, Contact email, Contact company number, Contact company name added.
              • An upgrade code unit to transfer the old customer data to the new table version was created after key adjustment.

            NVXEJB 1.0.45.0

            as of Business Central 22
            2024/02/22
            • Improvements

              • New possibility to disable messages in budget functions.

            NVXEJB 1.0.44.0

            as of Business Central 22
            2024/02/21
            • Improvements

              • The current budget can now also be deleted from the job budget entries.
              • When manually updating the budget, the original budget is now also created if required.

            NVXEJB 1.0.43.0

            as of Business Central 22
            2024/02/19
            • Corrections

              • Fixed an error when creating/updating the job budget per year.

            NVXEJB 1.0.42.0

            as of Business Central 22
            2024/02/16
            • Improvements

              • For the creation of jobs from template jobs, the customer no. from the template is also prefilled.

            NVXEJB 1.0.41.0

            as of Business Central 22
            2024/02/15
            • Improvements

              • Added Action "Delete Actual Budget" to Job.

            NVXEJB 1.0.40.0

            as of Business Central 22
            2024/02/09
            • Corrections

              • Fixed an error when fixing the job budget if the date was outside the planned period.
              • Added report "Fix Original Budget In Jobs".

            NVXEJB 1.0.39.0

            as of Business Central 22
            2024/02/05
            • Corrections

              • Event error corrected.

            NVXEJB 1.0.38.0

            as of Business Central 22
            2024/02/05
            • Improvements

              • New event for suppressing messages.

            NVXEJB 1.0.37.0

            as of Business Central 22
            2024/02/05
            • Corrections

              • Job Planning Line added to Job Ledger Entries.

            NVXEJB 1.0.36.0

            as of Business Central 22
            2024/02/02
            • Improvements

              • After key adjustment, the table Job Business Partner Relation was transferred to a new table with the same name
              • New function Delete job budget entries has been created on the job budget entries page.

            NVXEJB 1.0.35.0

            as of Business Central 22
            2024/01/31
            • Improvements

              • Template job has been expanded to include a selection view.
              • The DEU translation for Freeze and Unfreeze changed.
              • Page actions have been restructured.

            NVXEJB 1.0.34.0

            as of Business Central 22
            2024/01/31
            • Improvements

              • Performance improvements when creating/updating Job Budget Entries.
              • Bug fixes when freezing/unfreezing jobs.

            NVXEJB 1.0.33.0

            as of Business Central 22
            2024/01/26
            • Corrections

              • Correction at Position No. creation.

            NVXEJB 1.0.32.0

            as of Business Central 22
            2024/01/25
            • Improvements

              • Added new Page Job Budget Allocation
              • Job budget entries can now be marked with "Manually changed". Manually changed entries are not taken into account when updating the budget.

            NVXEJB 1.0.31.0

            as of Business Central 22
            2024/01/25
            • Corrections

              • Correcting the Job Obligations

            NVXEJB 1.0.30.0

            as of Business Central 22
            2024/01/24
            • Improvements

              • Added new Page Job Obligations, displays the Job Obligations.

            NVXEJB 1.0.29.0

            as of Business Central 22
            2024/01/17
            • Improvements

              • Resource dimensions have been added. With this setup, the resource dimension value can be overwritten depending on the posting date.

            NVXEJB 1.0.28.0

            as of Business Central 22
            2024/01/16
            • Improvements

              • Added new Page Job Planning Line Types, displays the Job Planning line types.
              • Addet the field Job Planning Line Type to the Page Job Ledger entries.
              • Addet the field Job Planning Line Type to the Budget entries.
              • Addet the field Default Job Planning Line Type to the Job Task type.

            NVXEJB 1.0.27.0

            as of Business Central 22
            2024/01/15
            • Corrections

              • Translations have been adjusted.

            NVXEJB 1.0.26.0

            as of Business Central 22
            2024/01/15
            • Corrections

              • Date selections in Project Type have been adjusted.
              • Translations have been adjusted.

            NVXEJB 1.0.25.0

            as of Business Central 22
            2024/01/12
            • Improvements

              • New Events added.
              • A message now appears when job budget entries are modified automatically.

            NVXEJB 1.0.24.0

            as of Business Central 22
            2023/12/13
            • Corrections

              • Error messages are also in the status field.
              • Translations have been adjusted.

            NVXEJB 1.0.23.0

            as of Business Central 22
            2023/12/12
            • Improvements

              • New messages to clarify the handling.
              • Improvements made to the copy function.

            NVXEJB 1.0.22.0

            as of Business Central 22
            2023/12/05
            • Improvements

              • Added a copy function when validating the Job Type.
              • The Job Card has been extended with the functionality to change the job to a template.
              • The Job Type has been extended with the functionality to set a template to copy from.
              • Added new Page Templ. Job List for job templates only.

            NVXEJB 1.0.21.0

            as of Business Central 22
            2023/11/28
            • Corrections

              • Initially, the Original budget field is set to True when the job planning line is created.

            NVXEJB 1.0.20.0

            as of Business Central 22
            2023/11/16
            • Improvements

              • A New integration event has been added to the job budget entry.

            NVXEJB 1.0.19.0

            as of Business Central 22
            2023/11/07
            • Improvements

              • The Events for Budget Entry Calculation have been extended.

            NVXEJB 1.0.18.0

            as of Business Central 22
            2023/10/30
            • Improvements

              • Budgets can now be frozen and unfrozen.

            NVXEJB 1.0.17.0

            as of Business Central 22
            2023/10/27
          • Corrections

            • Time interval and Planned duration fields have been removed as they are no longer needed.
          • NVXEJB 1.0.16.0

            as of Business Central 22
            2023/10/23
            • Improvements

              • Enhancement of the job planning line view with sum logic.

            NVXEJB 1.0.15.0

            as of Business Central 22
            2023/10/06
            • Improvements

              • Added Events for Budget Entry Calculation.

            NVXEJB 1.0.14.0

            as of Business Central 22
            2023/10/04
            • Improvements

              • Creation of Dimensions in Job Budget Entry.
              • Added new Page Extension from Source Code Setup
              • Added new Table Extension from Source Code

            NVXEJB 1.0.13.0

            as of Business Central 22
            2023/09/28
            • Improvements

              • Added Events for advanced Budget Calculation.

            NVXEJB 1.0.12.0

            as of Business Central 22
            2023/09/06
            • Improvements

              • APIs have been extended to include system fields.

            NVXEJB 1.0.11.0

            as of Business Central 22
            2023/08/31
            • Improvements

              • The job planning lines have been extended by functionalities that allow to display of the rows hierarchically. There are now functions for indenting rows as well as for sorting.
              • In the project plan line overview there are the new fields position code, row no. and totaling, in addition, there are also actions for generating these.

            NVXEJB 1.0.10.0

            as of Business Central 22
            2023/08/28
            • Corrections

              • The dimension value name was not updated when the job description was changed.
              • The setup from the configuration template is now applied with validation.

            NVXEJB 1.0.9.0

            as of Business Central 22
            2023/08/23
            • Improvements

              • The APIs have been added.

            NVXEJB 1.0.8.0

            as of Business Central 22
            2023/08/07
            • Improvements

              • Job dimensions have been added. With this setup, the job dimension value can be overwritten depending on the posting date.

            NVXEJB 1.0.7.0

            as of Business Central 22
            2023/08/07
            • Corrections

              • Extended Job Base Setup record was not created when opening the page.
              • Fixed an error, where the current job funding entry allocation amount is not being updated upon entering the amount.
              • Fields removed that do not belong in this app.

            NVXEJB 1.0.6.0

            as of Business Central 22
            2023/08/04
            • Improvements

              • Multiple minor changes, to improve the usability of the app and to align the app and the base app.
              • The job budget can now be created per line type either based on the quantity or amount of the respective job planning line. Moreover, it can be set up how the budget shall be split within the planning period of the job planning line.
              • Added page, Extended Job Base Setup The already existing fields added to various setup tables by this app were moved to this page to make the app easier for the end-user.
              • Added page, Job Planning Line - Budget On this page the summed values from the job budget- and job ledger entries are being compared to the corresponding values of the job planning line.
              • Added page, Extended Job Base Setup The already existing fields added to various setup tables by this app were moved to this page to make the app easier for the end-user.
              • Added page, Job Planning Line - Budget On this page the summed values from the job budget- and job ledger entries are being compared to the corresponding values of the job planning line.

            NVXEJB 1.0.5.0

            as of Business Central 22
            2023/06/27
            • Improvements

              • Added new field, Job Funding Type to the page Jobs
              • Added new field, Funding Amount, and new Trigger Job Funding to the page Job Card.
              • Added new Page, Job Funding, for the Administration of the % Allocation of the Funding Amount to different Customers or G/L Accounts were added

            NVXEJB 1.0.4.0

            as of Business Central 22
            2023/06/21
            • Improvements

              • Not required translation files were removed.

          NVXEJB 1.0.3.0

          as of Business Central 22
          2023/06/21
          • Improvements

            • Added new fields, Global Dimension 1 Code, Global Dimension 2 Code , Total Price Limit and Sales Price Calculation to the page Job Card.
            • Added new fields, Budget (Qty), Original Budget (Qty), Current Budget (Qty), Usage (Qty) and Sales (Qty) to the page Job Task Lines.
            • Added new fields, Planned Ending Date, Time Interval and Planned Duration to the page Job Planning Lines.

          NVXEJB 1.0.2.0

          as of Business Central 22
          2023/06/19
          • Improvements

            • Added new page Job Task Type with the fields Code, Description, Default Line Type and Not relevant for budget.
            • Added new field Job Task required to Jobs Setup.
            • Added new field Job Task Line Type to Job Task Lines.
            • Added new field Not relevant for budget to Job Planning Lines.
            • Added new trigger OnNewRecord to Job Planning Lines. If a new record is initialized and a Job Task Type is defined the fields Type and not relevant for budget will be filled automatically.

        NVXEJB 1.0.1.0

        as of Business Central 22
        2023/06/14
        • Improvements

          • Added new page Job Business Partner Relation with the fields Job No., Contact No., Contact Name, and Job Description to the App.
          • Added new field No of Business Partner to the Job Card and a New Action to Open the new Page Job Business Partner Relation..
          • On the Contact List the new action Job Business Partner Relation were added to open the new Page.
          • On the Contact Card the new action Job Business Partner Relation were added to open the new Page.

        NVXEJB 1.0.0.0

        as of Business Central 22
        2023/05/25
        • Initial Version

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