Microsoft Dynamics NAV 2009 Job Costing (50226A)

Module 1: Jobs Overview and Setup
This chapter defines jobs and gives an overview of the general job costing flow. Then, it describes the job posting groups that must be set up to successfully utilize the Job Costing module. Finally, the chapter outlines how to set up a Role Center that best suits the job costing, how to set up a job card, and then plan a job.
Lessons
Role Center Setup
Job Posting Groups Setup
Job Card Overview
Job Task Lines Setup
Alternative Prices and Discounts Setup
Job Planning Lines Setup
Lab : Create a new job
Create a new job
Set up job tasks
Set up agreed prices
Plan the expected consumption and sales
After completing this module, students will be able to:
Set up a Role Center for working with job costing.
Set up job posting groups.
Create and plan a job.
Set up special prices and discounts for a specific job.
Module 2: Usage Posting and Invoice
This chapter explains how to manage and monitor the job progress, how to post various types of job usage, and how to invoice a job that has no WIP posted to G/L. The procedure of copying the planning lines from one of the previously created jobs is also described in this chapter.
Lessons
Posting Job Usage
Posting Additional Expenses
Posting Extra Usage
Invoicing a Job
Job Analysis and Statistics
Copying a Previous Job
Lab : Carrying Out and Invoicing a Job
Create a new job card
Copy planning lines from a previous job
Post the job usage
Invoice the job
After completing this module, students will be able to:
Carry out and invoice a job.
Post job usage (consumption, additional expenses, extra usage).
View job statistics.
Analyze a job.
Copy a job.
Module 3: WIP Concepts
This chapter explains the WIP concepts in the Job Costing module. Then the chapter describes when and how WIP along with recognition can be calculated and posted to G/L. Excluding a job task from WIP calculation is also covered by this chapter. Finally, the chapter explains how a job that has WIP and recognition posted to G/L must be finalized.
Lessons
WIP Concepts
Calculating WIP and Recognition
WIP and Recognition to G/L
Finalizing a Job
Job Analysis and Statistics
Copying a Previous Job
Lab : Calculating WIP and Finalizing the Job
Calculate WIP and recognition
Post WIP and recognition
Invoice the job
Change the job status
Finalize the job
Lab : Excluding a Job Task from WIP Calculation
Set up a complex job with multiple job task lines
Post the consumption of items and resources
Exclude a task from WIP calculation
Calculate WIP
After completing this module, students will be able to:
Calculate WIP and recognition.
Post WIP and recognition to G/L.
Reverse the last recognition posting for the job and post the final recognized profit to finalize the job. that has WIP posted to G/L.
Exclude a task from WIP calculation.
Module 4: Jobs - Advanced Facilities
This chapter explains how to handle job payment by installments and payment in advance. Then, the procedure of issuing a credit memo for a job is described. The chapter also describes how to plan and invoice a job in foreign currency. Finally, a brief overview of item tracking in jobs is given.
Lessons
Handling payment by installments and in advance
Issuing a Credit Memo for a Job
Planning and invoicing a job in foreign currency
Item Tracking in Jobs
Lab : Payment by Installments in LCY
Set up an account for job prepayment
Create a new job card
Plan the job in foreign currency
Post the job usage
Invoice each installment
Lab : Issuing a Credit Memo for a Job
Create a planning line with negative value
Plan the job in foreign currency
Post the job usage
Invoice each installment
Lab : Issuing a Credit Memo for a Job
Create a planning line with negative value
Create a credit memo for the line with negative value
Post the credit memo
After completing this module, students will be able to:
Carry out a job with payment split into several rates.
Issue a credit memo for a job.
Plan a job in LCY and then invoice it in FCY, or do both planning and invoicing in FCY.
Use the item tracking functionality with jobs.