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Using GP Job Cost as ‘Project Accounting Lite’

Using GP Job Cost as ‘Project Accounting Lite’. Frank Hamelly Dynamics GP MCP, MCT, MVP. Agenda. Welcome Introduction Class Wrap-up. Why would I want to use GP Job Cost instead of Project Accounting ?. Easy to setup Provides Job by Job summary of revenue & costs

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Using GP Job Cost as ‘Project Accounting Lite’

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  1. Using GP Job Cost as ‘Project Accounting Lite’ Frank Hamelly Dynamics GP MCP, MCT, MVP

  2. Agenda • Welcome • Introduction • Class • Wrap-up

  3. Why would I want to use GP Job Cost instead of Project Accounting? • Easy to setup • Provides Job by Job summary of revenue & costs • Provides drill down on individual job-related transactions • Margin analysis available in both Inquiry & Report format • Ideal for tracking simple Customer or Internal projects

  4. Why would I not want to use GP Job Cost instead of Project Accounting? • No ability to perform billing based on costs expended, milestones, etc. as PA does • Doesn’t provide the robust reporting that PA does • No ability to attach Payroll or Employee Expense costs • There is no formal ‘Project Close’ process to ensure that all revenue and cost elements are included

  5. Setting up a new Job

  6. Create Sales Documents Linked to Job

  7. Job Linked Purchase Order

  8. Job Linked PO Receipt

  9. Job Linked Payables Transaction

  10. Job Linked Manual Entry

  11. Job Link Maintenance Window

  12. Job Cost Detail Report

  13. Wrap Up • Thanks for joining us! • Fill out class evaluations (at kiosks) • Request CPE credit via evaluation • Enjoy the conference

  14. Frank Hamelly Microsoft MVP NOVA Solutions LLC www.gp2themax.blogspot.com cell: 919-928-4521

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