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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Job Costing Budget
Small and medium business | Business Central, N...
Answered

Job Costing Budget

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Posted on by CYC 112

For a Fixed Fee project, I have 3 to 4 milestone payment interspersed with several job task no. Within each task no, there will be a few job planning lines with line type as budget except for the milestone payment. 

My issue is how to maintain the original budget cost for those job planning lines with type budget when I post the actual cost. If the planning line has a budget of 20 hours at $100, and when I do a job journal posting of 25 hours, the system automatically add a new budget line of 5 hours distorting my original budget of 20 hours. In the overview of the job card, the Budget will always equals to Actual when the actual costs exceed the budget.

Can you kindly advise how to setup such that the budget setup originally does not change when more costs actually incurred so that the variance of extra costs can be reflected.

Thanks in advance.

YC

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  • Verified answer
    Kavisha Profile Picture
    Kavisha 310 on at

    Hi

    If you don't use "Apply usage link" setup on the job card or make it disabled, the job journals will be only posted as Job ledger entries and will not update on Planning lines. It will then result to have budgets as it is and Actuals separate even if it is increased.

    This setup might be on the job journals/ job g/l journals as well so please keep it unticked.

    Regards

    Kavisha Ahuja

    Please verify if it helped.

  • CYC Profile Picture
    CYC 112 on at

    Hi Kavisha

    Thanks for the reply. I did turn off the "Apply usage link" at the Job Setup already. So all new job will have that field disabled. However, it still create planning lines at the budget whenever the actual hours exceed the budget.

    pastedimage1636687147080v1.png

    I am not sure what i have done wrongly. This is what I did after I turn off the "Apply Usage Link" at the Job Setup

    1. Created a new job with one Task Item 100

    2. At the planning line level, created 2 planning lines

    - Type Budget/Resource/10 hours

    - Type Budget/Item/Qty 50.

    3. Post Job Journal to Job Number/Task Number => Resource=> Qty 15

    4. At the Job level, the Budget will increase by 5 on top of the 10 at the planning line. I tried any job journal at 3 and again it added into the planning line. 

    5. The budget just increase accordingly. 

    Please advise where did I go wrong.

  • Suggested answer
    Kavisha Profile Picture
    Kavisha 310 on at

    Hi

    I figured it, Its when you post the job journal, keep the line type as "Blank", then it wont get updated on Job planning lines. I tested it by creating one line as blank and the other with Line type as "Budget.

    The budget one flows to the Job planning and job ledger while the blank one doesn't flow to job planning and is only gone to job ledger showing actual cost.

    Regards

    Kavisha Ahuja

    Please verify if this helps :)

  • CYC Profile Picture
    CYC 112 on at

    Hi Kavisha

    Yes, thank you. Just before I received your this reply I also tested with the line type as "Blank" for both job journal and at the PO level. It works.

    Thank you so much for the reply.

  • Suggested answer
    Kavisha Profile Picture
    Kavisha 310 on at

    Hi

    Thats great,

    Please verify so others can get help :)

  • CYC Profile Picture
    CYC 112 on at

    How do you verify? I could not see any Verify button.

  • Suggested answer
    Kavisha Profile Picture
    Kavisha 310 on at

    Hi

    You will see "did this answer your question?" Yes/no. near my response.

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