Exceeding job budgets

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Posted on by KiwiRoss

Hi,

I am new to business central and we are currently undertaking UAT on the job management module.

My question involves creating budget planning lines. We generally work with fixed price contracts so I set up a billable line for invoicing.

For costs I have set up budget planning lines. These seem to work as expected until we reach a point where the cost exceeds the original budget. When a quantity is transferred/posted via a job journal which results in the original quantity being exceeded then the original quantity is changed to match the new total quantity. This seems completely wrong as it means the original budgeted quantity has changed (which shouldn't have) and it appears as if there is no variance.

What am I doing wrong?

Regards

Ross

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KiwiRoss 5 on at

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So - I think I've figured this out. You need to switch apply usage link off and post blank line type job journals to be able to exceed budget without increasing the budget in the planning lines. This means that while the reports will be accurate your planning line will only show that you have met budget - not exceeded it. Wouldn't it have been better to simply to allow qty posted to exceed the original quantity on the line? That way in the planning lines you would see your quantity variance without having to run a separate report.

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