Job Card Overview

Getting started with Jobs
Video 5/6
  • Helpful
  • Not helpful
  • Needs update
  • Technical error
A beginner video is for people with little or no experience with Business Central. It is explained thoroughly and is easy to understand. Beginner Watch the "basic" videos to take the tour of the main processes of Business Central. This is the basic, need-to-use functionality. The Basics

Playlists  Manage

Log in to create a playlist or see your existing playlists.

Open Playlist
Presenter: Mette Thavlov Neukirch

Where do you overview the job?

If I want to see more details on the job, I need to open the job card.

This is what happens in the video

So I go to jobs. And here I have my job’s list, I can click on one of them. As you can see I have more details here in my fact box than I did on the list.

And I’m able to set up the whole job, the number of course is the ID for this job, and needs to be unique, and I can see the customer contact, and so on. But I can also see here which was not visible in the jobs list is the second level of the hierarchy. That’s the job tasks.

And of course, I’m able to see the postings, duration settings, foreign trade, and Work-in-Progress, but there are separate videos for each of these tabs. So the job card itself is level one in my model, but we also have the line showing the second level the job tasks, which you can see is the phases of a project, and I need at least one job task of the type posting to be able to actually post anything to your job.