To make easier our examples, I will create few items and resources for our construction project ‘CONSTRUCT’ job with description ‘Building of Wall’. I think, all of us know how to create resources and items in NAV, but, I will explain that in few sentences. I will create items (brick, concrete and still) and resources (transport, preparation labor work and build labor work). Resource can be specific name, but I like to use as common name of service.


We can open new item on Departments->Warehouse->Planning & Execution/Items, or using some other modules (the best way is tip ‘Items’ in search pane). Click ‘New’ on ribbon and put desired data: No., Description, Base Unit of Measure, Item Category Code, Costing Method, Gen. Prod. Posting Group, VAP Prod. Posting Group, Inventory Posting Group… All that, I will use for all planned items.


We can open new resource on Departments->Resource Planning->Resources. Click ‘New’ on ribbon and put desired data: No., Name, Type (Person or Machine), Base Unit of Measure, Direct Unit Cost, Unit Price, Gen. Prod. Posting Group, VAP Prod. Posting Group… All that, I will use for all planned resources.

Specific in NAV2013 is possibility of Time Sheet using. If you want use Time Sheet, you must to configure all employees as resources by name. When we create resources, for all of them we must select ‘Use Time Sheet’ field on Resource Card. If this check box is not selected, then the resource is not able to create a Time Sheet.

If we select this check box, we must specify a ‘Time Sheet Owner User ID’, who is typically the user using the time sheet to enter data. We must also specify a ‘Time Sheet Approver User ID’, who is generally a manager. Then, the manager uses the ‘Create Time Sheets’ batch job to create time sheets. If the time sheet is for a machine, then the owner can be any user who has a user ID and the correct permissions. (all these fields can be viewed on previous picture)

Ways of consumption

We can post resources and item consumption on two ways: post directly from vendor invoice or post indirect using own resources and/or inventory.

If we have case that our vendor make direct work on our job or vendor put material directly to job consumption, we will post GL account and/or items directly from invoice on Job. We can do that using standard NAV Purchase Order or Purchase Invoice. Only we can do is to put our Job code and Job Task code in Purchase Order/Invoice Line as on picture below.

When we post GL account to job, besides all standard entries, we will get Job Ledger Entry with GL cost from vendor invoice.

When we post item to job, besides all standard entries, we will get Job Ledger Entry with item consumption cost vendor invoice. Also, we get Neg. adjustment entry for inventory. When we want to purchase item directly to job, we get purchase entry and consumption entry in the same time. In this case, we cannot get inventory.

As you see in previous picture (Navigate from Posted Purchase Invoice), we got Job Ledger Entry and two Value entries (one for purchase and one for consumption). From Posted Purchase Receipts, we got two Item Ledger Entries (one for purchase and one for consumption) as you see on picture below.

If we want to post our resources and item inventory consumption, we can do that using Job Journals and Recurring Job Journals. Eventually, we can use Time Sheet. All about these journals and Time Sheet, I will explain in some other posts.