Hi everyone,
We just started using the job module. We made a new job and created a budget for it with resources and items.
Now we have a couple of questions how to proceed.
Is it possible to make a sales quote from the budget for the customer ?
How do you make a purchase order from the job ? Can you still use the requisition worksheet ?
Thanks for the help.
Hello.
- Is it possible to make a sales quote from the budget for the customer ?
No. By Navision Idea – the Job with Status „Quote“ is the same as Sales Quote.
Can you still use the requisition worksheet ?
Shortly: you can‘t with standard and with usual „automatic“ functions.
- How do you make a purchase order from the job ?
Maybe the main issue: Navision purchases Items for a Job directly.
Purchasing Items for a Job means - „don‘t input Item to Stock“. I‘d suggest to try investigate Cronus:
enter two Item‘ lines in the purchase order, assign Job No. only for one of them and post it. You will see that last one will not create Item Ledger entry.
Regards
J.
Thanks for the reply Jerry,
So, if i create a budget for a job, i have to manually create a sales quote which i can send to my customer ? With all the consequences.
Thats not a really good solution, we use the WMS with navision, so it has to go around that. It also means you have to do double work (again).
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 ? Why else would you use the job module if it generates this much extra work ?
Thanks again.
Hello.
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.
Budgeting.
Job planning (profit; task etc.)
Resource planning.
Regards
J.
Hi Jerry,
Thanks for your explanation, this clears up the most of it.
But one thing still remains, the purchase of the items for a job. How do you handle this ? Do you really have to manually type in all the lines of the budget in a purchase order (or make a script to do this ?). Isn’t there any way to import it ?
When i am in a purchase order I have a button Functions → Get Phase/Task/Step. This opens the budget of the you selected on the line, but doesn’t do very much.
Any ideas?
Thanks.
Hi
But one thing still remains, the purchase of the items for a job.
How do you handle this ?
Do you really have to manually type in all the lines
of the budget in a purchase order (or make a script to do this ?).
Isn’t there any way to import it ?
Not with Standard 
The main function we made was for working with Purchase worksheet: “Planning to Jobs”.
It looked at Jobs budget and compared plan with postings/availabilities.
When i am in a purchase order I have a button Functions -
Get Phase/Task/Step. This opens the budget of the you
selected on the line, but doesn’t do very much.
Almost nothing :(… It’s purpose - only insert phase etc. It’s not very useful, if you don’t plan (budgeting), consume (jobs postings) and sale using them.
But if u use that everywhere, then it’s possible analyze current situation with job according to actual phase etc.
Regards
J.
Hi Jerry,
I was testing the purchase of items in a job. I created a purchase order, but now i have a new problem. I can’t create a Warehouse Receipt for this Purchase Order. So, how do I receive these items ?
Thanks.
Hello
I was testing the purchase of items in a job.
I created a purchase order, but now i have a new problem.
I can’t create a Warehouse Receipt for this Purchase Order.
As I wrote:
Purchasing Items for a Job means - „don‘t input Item to Stock“
You wrote that “WMS <…> has to go around that”.
I wish, but I am afraid - it doesn’t.
May be I’m wrong but…
WMS is for controlling Warehouse Activities.
“Job No.” entered in the purchase line means,
that item doesn’t go through the warehouse!
So, purchase posting do not create an item entry.
It creates only a job entry - item usage for a job.
So, it seems, “Warehouse Receipt” wouldn’t be logical in this case.
So, how do I receive these items ?
I have only one idea: if you want to receive Item - don’t use “Job No.” on the purchase line.
Regards
J.