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Change Bill to No. on Jobs

  • 1.  Change Bill to No. on Jobs

    Posted Dec 31, 2019 01:03 PM
    I have several jobs open with items posted to the job and labour, I now need to re assign that job to a different customer.
    I was always able to do this in NAV 2013. I am now on NAV 2018 and I am getting an error that states that I cannot change the bill to No. Is there a way around us in 2018?

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    Stephen Peel
    Materials Manager
    Alliance Concrete Pumps Inc.
    Aldergrove BC
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    Academy - Online Interactive Learning from Experts


  • 2.  RE: Change Bill to No. on Jobs

    Posted Jan 02, 2020 10:05 AM
    We are in NAV 2018 and have not found a way to change customers for jobs that are already set up.  Interested to see if anyone knows of a way to go around this control.

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    Jamie Longnecker
    GCSES
    Gray
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    Academy - Online Interactive Learning from Experts


  • 3.  RE: Change Bill to No. on Jobs

    Posted Jan 02, 2020 12:03 PM
    Hi Stephen,
    Do you have sales invoices already posted to the job?

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    Nirav Shah
    Solution Architect
    To-Increase
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    Academy - Online Interactive Learning from Experts


  • 4.  RE: Change Bill to No. on Jobs

    Posted Jan 02, 2020 12:10 PM
    I do not have sales invoices posted, I do have items and labour posted to the jobs though.

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    Stephen Peel
    Materials Manager
    Alliance Concrete Pumps Inc.
    Aldergrove BC
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 5.  RE: Change Bill to No. on Jobs

    Posted Jan 03, 2020 08:57 AM
    The code is written to prevent changing the Customer No. on the Job when Job Ledger Entries or Job Planning Lines exist.

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    Mary Bricco
    Dynamics 365 Business Central/NAV Consultant
    Boyer & Associates
    New London WI
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    Academy - Online Interactive Learning from Experts


  • 6.  RE: Change Bill to No. on Jobs

    Posted Jan 03, 2020 09:56 AM
    Edited by Dale Raffauf Jan 03, 2020 09:56 AM
    Good morning Stephen,

    The standard code does not allow you to change the Bill-to Customer on a Job if there are any Job Ledger Entries. we have made a simple mod to allow the change if there are no Posted or un-posted Sales documents for that job. i do not know any other way around it other than closing the job and opening a new one.

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    Dale Raffauf
    In-Sys Solutions
    Libertyville, IL
    847-996-0400
    draffauf@in-sys.com
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    Academy - Online Interactive Learning from Experts


  • 7.  RE: Change Bill to No. on Jobs

    Posted Jan 06, 2020 12:33 PM
    Thanks for the update.

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    Stephen Peel
    Materials Manager
    Alliance Concrete Pumps Inc.
    Aldergrove BC
    ------------------------------

    Academy - Online Interactive Learning from Experts


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