In this walkthrough, the project manager uses Both Budget and Billable. To show that some tasks are subcategories of other tasks, choose the Indent Job Tasks action. On the Job card for the new job, choose the Job Task Lines action. The planning lines determine what is invoiced to the customer. The final steps in setting up a job are adding the job tasks and the planning lines that are part of each task. On the Job Item Prices page, enter the following information and customized price. You can customize the pricing for customers on a per job basis, depending on the agreements you have set up. These dates will help apply currency conversions when the job is invoiced. The project manager reaches an agreement with the customer and creates a job that covers the agreement.Ĭhoose the icon, enter Jobsand then choose the related link. The customer is based in the United States and the project will require special software. On the Job Journal page, choose the Batch Name field. Choose the icon, enter Job Journalsand then choose the related link. She records the items that they have used and the costs that they have incurred.Ĭhoose the icon, enter Resourcesand then choose the related link. She enters her own work in addition to the work performed by technicians on every task. Tricia, a project team member who reports to Prakash, is responsible for monitoring the job day-to-day. Prakash also likes the way Business Central enables copying jobs and payment by installments. He finds that creating, maintaining, and reviewing information is straightforward. He is usually the one who sets up deals with customers and enters the core of the job, which is task and planning lines in addition to prices, into Business Central. He uses jobs to give him an overview of each ongoing job that CRONUS has started, as well as the jobs that are completed. This scenario shows how you set up payment by installments and covers. When a large, expensive project lasts for a long period, the customer often makes an agreement with the company to pay by installments.
This part of the walkthrough focuses on how to copy part or all of a job in order to reduce manual data entry and improve accuracy. In this walkthrough, you can do the following. In jobs, you can handle fixed prices and the prices for services or goods that are agreed upon in advance with customers. This walkthrough covers the following procedures. With the budget structure set up for jobs, creating a job is straightforward. This walkthrough covers the setup of a new job in addition to some common tasks such as handling fixed pricing, making payment by installments, posting invoices from jobs, and copying jobs. Jobs involves the consumption of employee hours, machine hours, inventory items, and other types of usage that you may want to track as a job progresses. Hire the best STEM talent with ResearchGate Scientific Recruitment Solutions Jobs are a way for you to schedule the usage of your company's resources and to keep track of the various costs associated with the resources on a specific project. This walkthrough introduces you to the project management features in jobs.
For more information, see To create a company with complete sample data in a sandbox.
This walkthrough requires sample data that is not available in the default demonstration company in Business Central.