Monday, May 14, 2018

NAV - Jobs Module (Projects) Overview


  • Can Create Jobs (Projects)
    • Can create a Job Budget
      • Can define job planning lines with each line item breakdown per item or resource
      • Define costs and prices per line here
    • Can assign Resources to Job
    • Can Create Billable Job Tasks
      • Can Generate Invoices per task, or for entire job with filters on tasks
      • Can generate individual invoices (appear in standard Sales Invoice screen)
      • Or can append lines to existing invoices
  • From Purchase Order Line
    • Can Assign Line item to a job
    • Posting Purchase Invoice with a job assignment will post job journals against the job
  • Define Resources and resource costs
    • Resources Can enter timesheets to record resource billable time against project tasks
    • Hours are posted as job journals against the job
  • Does not have any links to Fixed Assets
  • Does not have a separate Invoicing screen, uses standard invoice screens
  • Does not have separate Contract management, but Job Structure is sufficient
  • Does not automatically generate invoices

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