Set Up Jobs, Prices, and Job Posting Groups
As a project manager, you can set up jobs that define each of the projects that you manage in Business Central. Use the Jobs Setup page to define how you'll use job features.
For each job, specify various information:
- Prices for job items
- Job resources
- Job G/L accounts
- Job posting groups (required)
To set general information for jobs
- Choose the icon, enter Jobs Setup, and then choose the related link.
- Fill in the fields as necessary. Hover over a field to read a short description.
Note
The Apply Usage Link by Default toggle on the Jobs Setup page indicates whether job ledger entries are linked to job planning lines by default. Turn on the toggle to apply this setting to all new jobs. You can enable or disable job usage tracking for a specific job by turning the Apply Usage Link toggle on or off on the Job Card page.
To set up job usage tracking
When you're working on a job, you might want to know how your usage is tracking against your plan. To explore usage, you can create a link between your job planning lines and the actual usage. The link lets you track your costs and understand how much work remains. By default, the job planning line type is Budget, but using the line type Both Budget and Billable has similar effects.
After you set up usage tracking by turning on the Apply Usage Link by Default toggle, you can review information on the job planning line. For example, you can set the quantity of the resource, item, or general ledger account. You can also set the quantity to transfer to the job journal. The Remaining Quantity field on the job planning line shows what remains to transfer and post to the job journal.
Note
If the Apply Usage Link is chosen on the job, and the Line Type field on the job journal line or purchase line is Billable, new job planning lines of the line type Both Budget and Billable are created when you post the job journal or purchase document.
For more information, see Record Usage for Jobs and Manage Job Supplies
Important
If you don't specify a value in the Line Type field on the job journal line or purchase line, job planning lines aren't created when you post the job journal or purchase document.
To set up prices for resources, items, and general ledger accounts for jobs
Note
In 2020 release wave 2, we released new processes for setting up and managing prices and discounts. If you're a new customer, you're using the new experience. If you're an existing customer, whether you are using the new experience depends on whether your administrator has enabled the New sales pricing experience feature update in Feature Management. For more information, see Enabling Upcoming Features Ahead of Time.
You can set up prices for the items, resources, and general ledger accounts related to a job.
- Choose the icon, enter Jobs, and then choose the related link.
- Select the job, and then choose the Resource, Item, or G/L Account action.
- On the Job Resource Prices, Job Item Prices, or Job G/L Account Prices pages, fill in the fields as necessary.
When you choose a resource, item, or general ledger account for a job, Business Central uses information in the optional fields on job planning lines and job journals. The following table explains how.
Column1 | Column2 |
---|---|
Job Resources | The Job Task No., Work Type, Currency Code, Line Discount %, and Unit Cost Factor fields. The value in the Unit Price field for the resource is used on job planning lines and job journals when you enter a resource, or a resource assigned to the resource group. This price overrides prices specified on the Resource Price/Resource Group Prices page. |
Job Items | The Job Task No., Currency Code, and Line Discount % fields. The value in the Unit Price field for the item will be used on the job planning lines and job journals when this item is entered. This price overrides the regular customer price (the "best price" mechanism) for items. To use the regular customer price, don't specify job item prices for the job. |
General Ledger Accounts | The information in the Job Task No., Currency Code, Line Discount %, Unit Cost Factor, and Unit Cost fields will be used on the job planning lines and job journals when this general ledger account is entered and added to a job. When you choose a general ledger account, job planning lines and job journals use the value in the Unit Price field for the general ledger job expense. |
To set up job posting groups
One aspect of planning jobs is deciding which posting accounts to use for job costing. To be able to post jobs, you set up accounts for posting for each job posting group. A posting group represents a link between the job and how it should be treated in the general ledger. When you create a job, you specify a posting group, and by default, each task you create for the job is associated with that posting group. However, as you create tasks, you can override the default and select a posting group that is more appropriate.
Note
You must set up accounts in the chart of accounts before you set up posting groups. For more information, see Set Up or Change the Chart of Accounts.
- Choose the icon, enter Job Posting Groups, and then choose the related link.
- Choose the New action, and then fill in the fields as described in the following table.
Account field | Description |
---|---|
Code | An identifier for the posting group. You can enter up to 10 characters, including spaces. |
WIP Costs Account | The WIP account for the calculated cost of the job WIP, which is a balance sheet capital asset account. |
WIP Accrued Costs Account | An account for the Cost Value or Cost of Sales method of WIP calculation. This account is for accrued expense liability on your balance sheet. When a WIP adjustment requires you to increase the usage costs that you post to your income statement, you post to this account. |
Job Costs Applied Account | A balancing account to the WIP Costs Account, which is a contra for a negative expense account. |
Item Costs Applied Account | A balancing account to the WIP Costs Account, which is a contra for a negative expense account. |
Resource Costs Applied Account | A balancing account to the WIP Costs Account, which is a contra for a negative expense account. |
Costs Applied Account | A balancing account to the WIP Costs Account, which is a contra for a negative expense account. |
Job Costs Adjustment Account | The balancing account to the WIP Accrued Costs account, which is an expense account. |
G/L Expense Acc. (Budget) | The sales account that will be used for general ledger expenses in job tasks with this posting group. If left empty, the general ledger account entered on the job planning line is used. |
WIP Accrued Sales Account | The WIP account for the calculated sales value of the WIP, which is an accrued revenue account for your balance sheet. When a WIP adjustment requires you to increase the recognized revenue, you post to this account. |
WIP Invoiced Sales Account | The account for the invoiced sales value of the WIP that is not able to be recognized. It is a balance sheet Unearned Revenue account. |
Job Sales Applied Account | The balancing account to the WIP Invoiced Sales account, which is a contra income account. |
Job Sales Adjustment Account | The balancing account to the WIP Job Sales Account, which is an income account. |
Recognized Costs Account | The expense account that contains the recognized costs for the job. It is a debit expense account ordinarily. |
Recognized Sales Account | The income account that contains the recognized income for the job. It is a credit income account ordinarily. |
See also
Microsoft training
Set Up Project Management
Video: How to create a job in Dynamics 365 Business Central
Managing Projects
Finance
Purchasing
Sales
Work with Business Central