This blog is about the possibilities of implementing ERP solution Microsoft Dynamics NAV in the construction industry. We will discuss about question „Is construction industry ready for ERP?
Of course, I will post about standard NAV, as well :)
Job list is placed on Jobs->Lists->Jobs. If you want to open new Job, you need use ‘New’ command and you get Job Card. Job Card shows information about jobs, such as the job number, job name, and information about job posting. There is one card for each job. First tab is General tab. This tab represent specifies basic information about a job, including customer information and resources associated with a job.
Considering we want to create new one, we can use automatic ‘No. Series’ or manually put the job ‘No’. I have chosen manually method and put ‘CONSTRUCT’ as ‘No.’. If you want to know on which project you are working, you need to put ‘Description’ and put the ‘Bill-to-Customer No.’. If you work on external project, you need to choose who your customer is, but if you work on internal project you have not a choice :(. Solution is to create ‘system internal customer’ and set the posting groups to have posting on correctly G/L Accounts (you need to have some accountant’s knowledge). Other ‘Bill-to-…’ fields will be filled automatically validating data from your customer card.
If we are using time sheets with our job, we must also designate a ‘Person Responsible’. This person can approve time sheets for the employee tasks associated with the job.
Next tab is Posting tab. This tab represent specifies information about the posting of a job. In this tab, some of the options are already filled in, based on the defaults set up in your application (see Job Setup). There are some important fields:
Other fields which started with ‘%...’ are calculated fields and there are explained later with posting results.
On Duration tab represent specifies information about the start date and end date for the job. The information helps determine the duration of the job. There are placed ‘Creation Date’, ‘Staring Date’ and ‘Ending Date’.
Foreign Trade tab represent specifies information relevant to how to calculate job invoices, depending on currency settings. There are next fields:
WIP and Recognition tab represent up-to-date information about the calculation of work in process (WIP). We will detailed describe this fields in part of WIP Calculation.
We must have at least one task for every job, so that we can have posting. To define tasks for the job, on the Home tab, in the Process group, choose ‘Job Task Lines’. In the ‘Job Task Lines’, window, add the tasks that make up the job.
First, we must set ‘Job Task No.’ and ‘Description’. This is the small parts of job (positions of work). I will use that for division of labor in two parts (material transport and building). Filed ‘Job Task Type’ can be:
To assign a job posting group to a task, select a code in the ‘Job Posting Group’ field for the task. If we do not select a code, the value from the ‘Job Posting Group’ that is specified on the ‘Job card’ will be used.
In next post, I will describe Job WIP Methods, Job Setup, Setup Job Posting Groups and Job Planning Line…
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