Job Management In Microsoft Dynamics 365 Business Central

Learn how to effectively create, plan, consume, invoice and analyse your projects in the ERP system Business Central

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