Job Management in Microsoft Dynamics 365 Business Central

Name: Job Management in Microsoft Dynamics 365 Business Central
Rating: 3.7 (33 reviews)

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

Created byDominik Scheuringer

Last updated 2/2021

English

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

Course content

6 sections • 36 lectures • 2h 59m total length

Introduction to the Course4:28
Overview of Functionalities and Architecture7:02
In this lecture I am going to give you a first overview of the functionalities of the Job Module in Business Central and their underlying architecture. So it will be a short summary of all the topics which we will handle in the upcoming sections and lectures in more detail.
How to get a Test Version3:51
In this lecture I am going to explain you the steps for providing a demo version of Microsoft Dynamics 365 Business Central which is required in order to implement the exercise project.
Introduction to the Exercise Project2:49
In this lecture I am going to give you a short explanation of the exercise project what you will create and implement during this course.
Exercise 1: Download a Test Version and open an existing Job

Goals of Section 21:17
Set up, create, and plan jobs in Microsoft Dynamics 365 Business Central, covering the master data structure, key system settings, and the project manager center options.
Job Master Data Structure5:58
In this lecture I am going to explain you the details of the three main Job master data tables: Job, Job Task and Job Planning Line based on the overview which you already got in the Overview lecture in Section 1.
Jobs Setup2:56
In this lecture I am going to explain you the most important settings of the general Jobs Setup in Business Central. These settings are valid and used by all Jobs in Business Central. Therefore is is a mandatory step before we start creating new Jobs.
Project Manager Role Center2:57
In this lecture I am going to explain you the Project Manager Role Center which is provided out of the box by Business Central. It can serve as starting point for project managers working with Business Central.
Creation of new Jobs9:06
In this lecture I am going to explain you how to create a new Job, based on the theoretical information which I explained you in lecture Job Master Data Structure.
Fixed Fee vs. Time & Material Jobs12:11
In this lecture I am going to explain you the differences between fixed fee and time and material jobs and how to set them up in Business Central.
Review of Section 2 and Exercise1:35
Short review of the section and the following exercises.
Exercise 2: Define Jobs Setup
Exercise 3: Create new Fixed Fee Job
Exercise 4: Create new Time&Material Job

Goals of Section 31:20
Time Postings13:18
In this lecture I am going to explain you how you can make time postings for your Job in Business Central. Actually I'll show you 2 methods: with Job Journal and the more extended method with time sheets.
Expense Postings11:05
In this lecture I am going to explain you how you can post any expenses based on incoming purchase invoices to your Job.
Purchase Requests and Orders for a Job8:37
In this lecture I am going to explain you how you can order Resources or Items for a specific job.
Inventory Postings to a Job5:25
In this lecture I am going to explain you how you can post existing inventory Items to a Job.
Additional Cost Postings for a Job6:06
In this lecture I am going to explain you how you can post additional costs to a Job.
Review of Section 3 and Exercise2:00
Review section three on posting costs to jobs in dynamics 365 business central. It covers approvals, purchase invoices, purchase orders, inventory usage, and exercises 5–8 with channel and timesheets.
Exercise 5: Make time postings for your Job
Exercise 6: Post expenses to your Job
Exercise 7: Post inventory to your Job
Exercise 8: Post additional costs to your Job

Goals of Section 41:38
Learn the job invoicing workflow in Dynamics 365 Business Central, covering quotes, invoicing of fixed features, time and material billing, and work‑in‑progress calculations for financial clarity.
Job Quote2:58
In this lecture I am going to explain you how you can create a Job Quote.
Invoicing of Fixed Fee Jobs13:29
In this lecture I am going to explain you how you can invoice Fixed Fee Jobs to the customer.
Invoicing of Time & Material Jobs4:43
In this lecture I am going to explain you how to invoice time and material jobs.
Work in Progress Calculation and Posting14:59
In this lecture I am going to explain you the Work in Progress, in short WIP, calculation and posting in Business Central.
Review of Section 4 and Exercise1:13
Exercise 9: Invoice your Fixed Fee Job
Exercise 10: Invoice your Time and Material Job
Exercise 11: Calculate and Post WIP for your Jobs

Goals of Section 51:13
Job Card Reporting3:19
In this lecture I am going to explain you which reporting possibilities the Job card enables.
Job Statistics3:07
In this lecture I am going to explain you which statistical information you can find on the Job Statistics.
Job Fact Boxes1:48
In this lecture I am going to explain you which statistical information you can derive out of the Fact Boxes on the Job card page.
Project Manager Role Center5:06
In this lecture I am going to explain you which reporting possibilities the role center of the project manager role can give you.
Standard Job Reports9:38
In this lecture I am going to show you the Standard Reports which exists in the Job Module in Business Central.
Power BI Reporting2:45
In this lecture I am going to give you a brief introduction how you could create further Job reports in Power BI.
Review of Section 5 and Exercise0:41
Exercise 12: Analyse your Jobs

Review of the Course1:51
In this section I'll make a review of the course, give you some tips when and why you should use the Job module in Business Central and finally some recommendations about next steps.
Why and when use Job Module in Business Central?1:48
Next steps1:46
Adopt the built-in job model and project management in Business Central; use it for internal projects, cost tracking, and customer invoicing, avoiding external software.
Bonus Lecture5:01

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 course
Section 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.

Who this course is for:

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

Job Management in Microsoft Dynamics 365 Business Central

What you'll learn

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Course content

Introduction4 lectures • 18min

How to setup, create and plan Jobs7 lectures • 36min

How to post costs onto Jobs7 lectures • 48min

How to invoice Jobs and calculate WIP6 lectures • 39min

How to analyse Jobs8 lectures • 28min

Conclusion4 lectures • 10min

Requirements

Description

Who this course is for: