Course 8358: One day; Instructor-led
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Prerequisites
Before attending this course, students must have:
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General knowledge of Microsoft Windows |
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Completed the Microsoft Navision Financial Management Training or on-line Tutorial |
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Basic knowledge of jobs and accounting principles |
Course Outline
Chapter 1: Introduction
This chapter gives students a general overview of the features and benefits of using Resources and Jobs in an integrated environment. It also focuses on how this module integrates with other portions in the Microsoft Navision application.
Main Topics
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Resources and Jobs Features and Benefits |
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Resources and Jobs Ledger Overview and Roadmap |
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Integration |
After completing this chapter, students should be able to:
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Identify the features and benefits available when using Resources and Jobs |
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Discuss the integration between Resources and Jobs and other modules within the Microsoft Navision system |
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Identify the navigation used to access the windows for transactions, reports, utilities, routines, and inquiries in Resources and Jobs |
Chapter 2: Resources
This chapter focuses on the Resources function in Microsoft Navision. We examine the Resource, Resource Planning, Resource Costs and Revenues, Resource Capacity and transaction posting. There is also a section that focuses on assigning Resources to Jobs.
Main Topics
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Resources Overview |
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Resource Card |
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Resources Prices and Costs |
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Changing Resource Prices and Costs |
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Resource Groups |
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Resource Planning |
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Resource Capacity |
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Allocating Resource Capacity to Jobs |
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Resource Availability |
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Resource Journals |
Labs
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Setting up a Resource Card |
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Setting up Resource Prices and Costs |
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Define Capacity for a Resource |
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Create a Journal Entry |
After completing this chapter, students should be able to:
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Create Resources |
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Set up Prices and Costs for Resources |
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Create Capacity of Resources |
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Allocate Resources to Jobs |
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View Resource Availability |
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Create Resource Journal Entries |
Chapter 3: Jobs
This chapter focuses on the Jobs function in Microsoft Navision. We examine Jobs, Job Structure, Job Budgeting, Planning, Recording Job Costs, Recording Job Sale and Invoicing, Recognition of WIP, and Posting to G/L.
Main Topics
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Jobs – What are they in Microsoft Navision |
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Job Card |
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Job Posting Groups |
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Job Budgets |
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Creation of Job Budgets |
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Changes to Budgets |
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Copying of Budgets |
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Recording Job Costs |
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Recording of Job Sales – Invoices |
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Recognition of Job WIP |
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Recognition of Job Costs and Revenues |
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Posting of Job WIP to G/L |
Labs
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Create Job Card - Master file |
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Enter a Job Budget |
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Change Existing Budget Dates |
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Copy an Existing Budget to a New Job |
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Enter a Journal Entry for Jobs Costs and Purchase Invoices |
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Create a Job Sales Invoice |
After completing this chapter, students should be able to:
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Create Job Card |
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Prepare Job Budget |
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Record Job Costs and Revenue |
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Calculate and Post Job Costs – Revenue to G/L |
Chapter 4: Conclusion
This chapter discusses the key points that have been covered throughout this course.
Main Topics
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Resources – what are they and how do we use them |
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Setting Up Resource Prices and Costs |
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Resource Planning |
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Resource Capacity |
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Resource Availability |
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Resource Journals |
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Jobs – what are they and how do we use them |
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Job Budgets |
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Recording Job Costs |
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Job WIP Recognition |
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Questions and Answers |
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