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Creating a job in Business Central is straightforward, but there are a few setup details that determine how the job behaves once it is created. This guide walks through the steps to create a new job, how the system pulls information from the customer card and job setup, and how you can override default settings for a single job without affecting your overall configuration.
You can create a new job in several ways. If you use the Project Manager role center, click the New Job action directly. Otherwise, open the Jobs list and click New, or use the search function and type Jobs to find the right link.
When you add yourself as project manager, the new job appears in the list of My Jobs on your role center, making it easy to track.
If you set up a number series in the Jobs setup, the system assigns a job number automatically. You can change settings such as the WIP method for a single job without changing the default setup that applies to all other jobs.
How to create a new job in Business Central
There are several ways to start creating a job. If you have the Project Manager role center, you have the action New Job available directly. You also have a link to the Jobs list, which takes you to the list of jobs where you can click New.
If you do not have this role center, use the search function instead. Type in Jobs and choose the relevant link. From the Jobs list, click New to start.
How number series and customer information are filled in automatically
If you have set up a number series in the Jobs setup, the system automatically assigns a new number when you create the job. You then need to enter a description, for example “Sales support” for a specific customer.
When you choose the customer, the system populates all relevant fields with information from the customer card. This saves you from re-entering data that already exists.
You can also add yourself as project manager. This way, the new job shows up in the list of My Jobs on your role center.
Job posting group and WIP method inherited from the job setup
On the Postings tab, you will see that the job posting group and WIP method have already been added. This is because the new job inherits your default settings from the Jobs setup.
You can change the WIP method, for example, for this specific job. This change only relates to the individual job and does not change the default setup that applies to all other jobs.
Adding a job task to post entries
You also need to add a job task. Add a number and a description for the task. Keep the job task type as Posting. This is the type of line you can post entries to.
Once you have done this, the job is created. If you go back to the role center, you can confirm that the job has been added to the list of My Jobs.
Q&A
How do you create a new job in Business Central?
You can use the New Job action in the Project Manager role center, open the Jobs list and click New, or use the search function to find the Jobs page and click New from there.
Does Business Central assign a job number automatically?
Yes, if you have set up a number series in the Jobs setup, the system automatically assigns a new number when you create a job.
What happens when you select a customer on a job?
The system populates all relevant fields with information from the customer card, so you do not have to enter data that already exists.
Can you change the WIP method for a single job?
Yes. The job posting group and WIP method are inherited from the Jobs setup, but you can change the WIP method for a specific job. This change applies only to that job and does not affect the default setup for other jobs.
What is the purpose of the job task type Posting?
The Posting job task type identifies the lines you can post entries to. You add a job task with a number and description, keeping the type as Posting.
How do you make a job appear in your list of My Jobs?
Add yourself as project manager on the job. The job will then show up in the list of My Jobs on your role center.