What you'll learn
How to make the general and required setups in order to work with the Job Module in Business Central
How to create and plan Fixed Fee and Time&Material Jobs in Business Central
How to post different types of costs by means of different types of transactions to Jobs in Business Central.
How to invoices Jobs and calculate Work in Progress for Jobs in Business Central
How to analyse Jobs in Business Central
Requirements
PC and Internet Connection
Basic knowledge of Microsoft Dynamics 365 Business Central
Basic Project Management knowledge
Description
This course is divided into 6 sections whereby each section consists of three to eigth lectures. Each lecture has a duration of 3 to 15 minutes where the most time I'll show and explain you different topics directly in the software. Additionally, this course contains a comprehensive and continious exerciese project, so each section ends with some exercises where you can apply what you have learnt.Section 1 Introduction gives you a short introduction and overview of the courseSection 2 deals about how to setup, create and plan Jobs in Business Central.In Section 3 we continue with posting costs to Jobs.Section 4 concerns with the reveneu side and explains how to invoice Jobs and calculate Work in Progress.In Section 5, to close the circle, we will go through how to analyse Jobs in Business Central.Finally, we will end the course with a conclusion in section 6.The Job module in Business Central helps companies to gain more transparency in their tasks and projects about actual and planned costs, revenues and invoices for each of their Jobs. Threrefore, it is definitely worth to make this course as it gives you valuable information how to manage projects in the well-known and wide-spread ERP system Microsoft Dynamics 365 Business Central.
Overview
Section 1: Introduction
Lecture 1 Introduction to the Course
Lecture 2 Overview of Functionalities and Architecture
Lecture 3 How to get a Test Version
Lecture 4 Introduction to the Exercise Project
Section 2: How to setup, create and plan Jobs
Lecture 5 Goals of Section 2
Lecture 6 Job Master Data Structure
Lecture 7 Jobs Setup
Lecture 8 Project Manager Role Center
Lecture 9 Creation of new Jobs
Lecture 10 Fixed Fee vs. Time & Material Jobs
Lecture 11 Review of Section 2 and Exercise
Section 3: How to post costs onto Jobs
Lecture 12 Goals of Section 3
Lecture 13 Time Postings
Lecture 14 Expense Postings
Lecture 15 Purchase Requests and Orders for a Job
Lecture 16 Inventory Postings to a Job
Lecture 17 Additional Cost Postings for a Job
Lecture 18 Review of Section 3 and Exercise
Section 4: How to invoice Jobs and calculate WIP
Lecture 19 Goals of Section 4
Lecture 20 Job Quote
Lecture 21 Invoicing of Fixed Fee Jobs
Lecture 22 Invoicing of Time & Material Jobs
Lecture 23 Work in Progress Calculation and Posting
Lecture 24 Review of Section 4 and Exercise
Section 5: How to analyse Jobs
Lecture 25 Goals of Section 5
Lecture 26 Job Card Reporting
Lecture 27 Job Statistics
Lecture 28 Job Fact Boxes
Lecture 29 Project Manager Role Center
Lecture 30 Standard Job Reports
Lecture 31 Power BI Reporting
Lecture 32 Review of Section 5 and Exercise
Section 6: Conclusion
Lecture 33 Review of the Course
Lecture 34 Why and when use Job Module in Business Central?
Lecture 35 Next steps
Lecture 36 Bonus Lecture
The ideal student for this course has already basic knowledge of Business Central and is interested in the Job module of Business Central which is often forgotten and neglected when using Business Central. But as you will see, it offers great functionality out of the box!,Students who are interested how Project Management can be done in the ERP system Microsoft Dynamics 365 Business Central


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