How to Open a Job in Dynamics 365 Business Central, Part 2: Job Tasks

By Noelle Super | December 15, 2020

populated task lines

In the first post of this series Opening a Job in Dynamics 365 Business Central, Part 1: Job Card we learned the structure of the job card and the basics of opening a new job.

Once you have created your job, the next step is to create job tasks.  Job tasks allow you to bucket costs and track revenue by category or process.

The Job Tasks are located underneath the General FastTab on the Job Card.  You can expand the Tasks to a full-size screen for easier data entry & viewing by selecting the symbol highlighted below.

job card expand tasks

To populate the task lines, enter a Job Task No. and Description for each task line to group your costs.  Tasks can be as simple and can allow you to track costs by category or can be more detailed to outline the step by step process of a project and associated costs.  The example below illustrates a more simplified approach.

populated task lines

As budgets are entered on your job and costs & billings are posted, you will notice values populating on your job tasks to summarize these values.

overlook of populated values

Miss the first part of this series? Read part one – Job Card. Ready for part three? Read on to Planning Lines.

 

If you’d like to learn more about how Dynamics 365 Business Central can help you become more productive and efficient, reach out to the experts at Stoneridge Software.

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