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Hi
We have recently started using the job planning line functions as below:
1. When we create a job, we create all the budget lines in the job planning lines. This is the budget estimate that we believe it will cost us to run that job.
2. At this stage, we do not have item numbers for most of our lines (as we are a custom engineering firm) so part numbers only come up when we have won the job and our engineering team have done up a design and issued part numbers. We therefore load up our budget lines as G/L account.
3. When we raise a purchase order to a supplier, the PO is raised with the item number.
4. At this stage, we have an issue as the budget line is created as G/l but the PO is done as a item number. As we have hundreds of lines, it is not efficient to go and edit every line and recreate them with item numbers.
Queries:
1. What is best way to allow Purchase orders to have planning lines on them which doesn't matter whether it is a g.l Line or Item line, it would still allow to select that planning line. What is the repurcussions of changing this from standard NAV?
2. We could have a scenario where you have 1 budget line but several PO lines that make up that one budget line. Will standard NAV work this out correctly and add up all PO lines to get the actuals against that 1 budget line?
3. Are there any other better ways of monitoring actual Vs budget costs maybe through NAV addon's or previously done modifications?
4. When we enter in timesheets to a job, there is no option to put in job planning lines, it only shows job number and job task number? How do we add on job planning lines so we can track actual vs budget?
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To much questions =)
Try to learn about this from this video
Disable usage link on job card so that your budget doesn't auto move when you receipt Item to the job.
This means extra planning lines won't auto add when it doesn't match the budget. Generally this will lead to adding extra task lines for budget tracking purpose.
I would suggest adding fields on planning line to snapshot schedule and contract value as your origins budget when the job is moved to order status.
That way you will have access to original budget, current forecast and actual usage.
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Sohail Ahmed
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mmv
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Amol Salvi
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