Chapter 1: Introduction
This chapter gives students a general overview of the features and benefits of using resources and jobs in an integrated environment. It also focuses on how this module integrates with other portions in the Microsoft Navision application.
Main Topics
Resources and Jobs Features and Benefits
Resources and Jobs Ledger Overview and Roadmap
Integration
After completing this chapter, students should be able to:
Identify the features and benefits available when using resources and jobs
Discuss the integration between resources and jobs and other modules within the Microsoft Navision system
Identify the navigation used to access the windows for transactions, reports, utilities, routines, and inquiries in Resources and Jobs
Chapter 2: Resources
This chapter focuses on the Resources function in Microsoft Navision. We examine the Resource, Resource Planning, Resource Costs and Revenues, Resource Capacity and transaction posting. There is also a section that focuses on assigning Resources to Jobs.
Main Topics
Resources Overview
Resource Card
Resources Prices and Costs
Changing Resource Prices and Costs
Resource Groups
Resource Planning
Resource Capacity
Allocating Resource Capacity to Jobs
Resource Availability
Resource Journals
Labs
Setting up a Resource Card
Setting up Resource Prices and Costs
Define Capacity for a Resource
Create a Journal Entry
After completing this chapter, students should be able to:
Create Resources
Set up Prices and Costs for Resources
Create Capacity of Resources
Allocate Resources to Jobs
View Resource Availability
Create Resource Journal Entries
Chapter 3: Jobs
This chapter focuses on the Jobs function in Microsoft Navision. We examine Jobs, Job Structure, Job Budgeting, Planning, Recording Job Costs, Recording Job Sale and Invoicing, Recognition of WIP, and Posting to G/L.
Main Topics
Jobs - What are they in Microsoft Navision
Job Card
Job Posting Groups
Job Budgets
Creation of Job Budgets
Changes to Budgets
Copying of Budgets
Recording Job Costs
Recording of Job Sales - Invoices
Recognition of Job WIP
Recognition of Job Costs and Revenues
Posting of Job WIP to G/L
Labs
Create Job Card - Master file
Enter a Job Budget
Change Existing Budget Dates
Copy an Existing Budget to a New Job
Enter a Journal Entry for Jobs Costs and Purchase Invoices
Create a Job Sales Invoice
After completing this chapter, students should be able to:
Create Job Card
Prepare Job Budget
Record Job Costs and Revenue
Calculate and Post Job Costs - Revenue to G/L
Chapter 4: Conclusion
This chapter discusses the key points that have been covered throughout this course.
Main Topics
Resources - what are they and how do we use them
Setting Up Resource Prices and Costs
Resource Planning
Resource Capacity
Resource Availability
Resource Journals
Jobs - what are they and how do we use them
Job Budgets
Recording Job Costs
Job WIP Recognition
Questions and Answers
For more Information about the course outline
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