So, if i create a budget for a job, i have to manually create a sales quote which i can send to my customer?
If you want send, you can create, of course.
What we did for our customer: created special report based on the budget.
With all the consequences.
I see the most important issue regarding this… Sales aren’t automatically related to jobs’ prices and costs and the accounting logic of the job module (WIP etc.) can be destroyed.
So, the best things I see is using standard function “Get Job Usage Batch Job”:
“With this batch job, you can in a sales invoice have the program fill in lines with the job cost for usage of jobs that already have been posted in the job journal.”
If I understand correctly you have to do the following to use jobs:
- Job in planning: Create a budget
- Job in quote: Manually retype the budget to a quote for the customer
- Job in order: Manually retype the budget (items) into a purchase order
Isn’t there any other way to handle this?
I’d say: you should use sales invoice and the function “Get Job Usage Batch Job” on it.
Why else would you use the job module if it generates this much extra work?
I think the module is usable at least for (with additional development needed for real work):
WIP and Recognition.
Job planning (profit; task etc.)