Set Up Jobs

As a project manager, you can set up jobs that define each of the projects that you manage in Business Central. On the Jobs Setup page, you must specify how you want to use certain job features.

For each job, you then specify individual job cards with information about prices for job items, job resources, and job G/L accounts, and you must set up job posting groups.

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 impact of the Apply Usage Link by Default field is rather complex and is therefore explained in the following section.

To set up job usage tracking

When you are executing a job, you might want to know how your usage is tracking against your plan. To easily do this, you can create a link between your job planning lines and the actual usage. This lets you track your costs and to easily see at how much work remains to be done. By default, the job planning line type is Budget, but using the line type Both Budget and Billable has similar effects.

If you select the Apply Usage Link by Default field, then you can review information on the job planning line. You can set the quantity of the resource, item, or general ledger account and then indicate what quantity you want to transfer to the job journal. The Remaining Quantity field on the job planning line will tell you what remains to be transferred and posted to the job journal.

Tip

You can enable or disable job usage tracking for a specific job. The value of the Apply Usage Link field on the individual job card overrides the setting in the Jobs Setup page.

When the Apply Usage Link by Default check box is selected, and the job planning line type is Billable, a job planning line of type Budget is created after you post a job journal line.

Important

If job usage tracking is enabled, either in the Jobs Setup page or on the individual job, and the Line Type field on the job journal line is blank, then new job planning lines of line type Budget are created when you post job journal lines.

If job usage tracking is not enabled, either in the Jobs Setup page or on the individual job, and the Line Type field on the job journal line is blank, then no job planning lines are created when you post job journal lines. For more information, see Record Usage for Jobs.

Choose the icon, enter Jobs Setup, and then choose the related link.
Select the Apply Usage Link by Default check box.

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.

Current Experience

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.

The following table shows how the information in the optional fields will be used on job planning lines and journals when the resource, item, or general ledger account are chosen for the job.

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 will be used on the job planning lines and job journals when this resource, a resource assigned to the resource group, or any resource is entered. Note that this price will always override any prices set up in the existing 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. Note that this price will always override the regular customer price (the "best price" mechanism) for items. If you want to use the regular customer price mechanisms, then you should not create any 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. The value in the Unit Price field for the general ledger job expense will be used on the job planning lines and job journals when this general ledger account is entered.

New Experience

Choose the icon, enter Jobs, and then choose the related link.
Select the relevant job, and then choose the Sales Price Lists action.

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

The necessary accounts in the chart of accounts must be set up 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 account fields as described in the following table.

Account field	Description
Code	A code 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, which is a balance sheet accrued expense liability account. This will be posted to when the WIP adjustment requires that usage costs posted to the income statement be increased.
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 a balance sheet Accrued Revenue account. This is posted to when the WIP adjustment requires the recognized revenue to be increased.
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.

Set Up Jobs

To set general information for jobs

Note

To set up job usage tracking

Tip

Important

To set up prices for resources, items, and general ledger accounts for jobs

Note

To set up job posting groups

Note

See Also

Note