V107 Job Costing Improvements

Intro

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v107 Job Costing Intro
1:42

Associate a product with a Job, specify Customer on Job Type No-Charge, Specify Customer, Customer Site, T-Customer, or T-Customer Site. New Presets, templates and Job Card.

Chapter 01

1
Associate Job with A Product
1:12

Learn the various methods of associating a product and job.

2
Demo 01 Associate Product with Job From Product Grid View
1:40

Associate a Product with a Job from the Product Grid View

3
Demo 02 Associate a Product wth a Job From Job Grid View
1:34
4
Demo 03 Set product on existing job
1:37

Set a product on an existing Job

5
Demo 04 Quick Edit Set Product
1:05

From Jobs grid view, use the new Quick Edit Set Product

6
Demo 05 Other useful information
4:32

When a new Job is created from Jobs Grid views: add product.

What product is on a JOT?

New column Product Name (Code) added to grid views.

New Product Details scope added to grid views for column selection.

New tab Jobs added to the Product Record

Chapter 02

1
Specify customer in No Charge Type Job
1:01

When recording the customer's information is necessary but the work / service will be provided at no charge. (Same as Fixed Price with a zero charge)

2
Demo 01 Specify Customer on no charge type job
0:52

Chapter 03

1
Specify Customer Site, T Customer, T Customer Site On a Job
3:53

Learn about setting Customer Site, T-Customer or T-Customer Site on a Job. Customer site prices are considered if sites are used.

2
Demo 01 Specify Customer Site, T-Customer, T-Customer Site On a Job
1:18

Chapter 04

1
Copy data from Product Record to Job Record
3:59

Discover how to duplicate Product Data into a Job record automatically.

2
Demo 01 Copy Product Name and Code to Job Name
1:28

Discover which setting must be activated to transfer product data to job records.

3
Demo 02 Copy Product Userfields to Job Userfields
4:31

Discover the naming conventions for userfields required to facilitate copying product user fields to job userfields.

4
Demo 03 Copy Product Customer to Job Customer
4:12

Setting a Customer on the Job Record is facilitated by utilising a designated Product User Field.

Chapter 05

1
Disount on Charge Amount on Time and Materials type jobs
1:18

For Time & Material Type jobs, discounts can be applied to the Job Charge rates.

2
Demo 01 Disount on Charge Amount on Time and Materials type jobs
9:59

We receive a discount from our supplier that we plan to pass on to our job customer, or alternatively, we may decide to offer the customer a discount on other products/services.

Chapter 06

1
Faster Job Creation using Presets for Job Items
1:40

Cloning Jobs can become a thing of the past with the new Item Presets.

2
Demo 01 Faster Job Creation using Presets for Job Items
8:35

Discover how to create Item Preset Lists and implement them in new Jobs.

Chapter 07

1
Job Templates
1:22

Create Job Templates to prevent mistakes from being copied from one job to another. Use Job Templates instead of cloning Jobs

2
Demo 01 Creating and using Job Templates
17:49

Chapter 08

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The Job Card Report
1:54

A new standard Job Card report has been added.

2
Demo 01 The Job Card Report
5:17

An in-depth look at the new standard report Job Card.

Chapter 09

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Other Improvements
1:56

Additional new columns and split views to match new functionality.

2
Demo 01 Other Improvements
3:01

Thank you

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v107 Job Costing Thank you
0:20

Presentation

Enrolled: 7 students
Duration: 1:14 Hours
Lectures: 26
V107 Job Costing Improvements
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