using gp job cost as ‘project accounting lite’

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GPUG ® Summit 2011 November 8-11 Caesars Palace – Las Vegas, NV Using GP Job Cost as ‘Project Accounting Lite’ Frank Hamelly Dynamics GP MCP, MCT, MVP

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Using GP Job Cost as ‘Project Accounting Lite’. Frank Hamelly Dynamics GP MCP, MCT, MVP. Agenda. Welcome Introduction Class Wrap-up. Why would I want to use GP Job Cost instead of Project Accounting ?. Easy to setup Provides Job by Job summary of revenue & costs - PowerPoint PPT Presentation

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Page 1: Using GP Job Cost as ‘Project Accounting Lite’

GPUG® Summit 2011November 8-11

Caesars Palace – Las Vegas, NV

Using GP Job Cost as ‘Project Accounting Lite’

Frank HamellyDynamics GP MCP, MCT, MVP

Page 2: Using GP Job Cost as ‘Project Accounting Lite’

GPUG Summit 2011– Las Vegas www.gpug.com

Agenda Welcome Introduction Class Wrap-up

Page 3: Using GP Job Cost as ‘Project Accounting Lite’

GPUG Summit 2011– Las Vegas www.gpug.com

Why would I want to use GP Job Cost instead of Project Accounting?

Easy to setup Provides Job by Job summary of revenue &

costs Provides drill down on individual job-

related transactions Margin analysis available in both Inquiry &

Report format Ideal for tracking simple Customer or

Internal projects

Page 4: Using GP Job Cost as ‘Project Accounting Lite’

GPUG Summit 2011– Las Vegas www.gpug.com

Why would I not want to use GP Job Cost instead of Project Accounting?

No ability to perform billing based on costs expended, milestones, etc. as PA does

Doesn’t provide the robust reporting that PA does

No ability to attach Payroll or Employee Expense costs

There is no formal ‘Project Close’ process to ensure that all revenue and cost elements are included

Page 5: Using GP Job Cost as ‘Project Accounting Lite’

GPUG Summit 2011– Las Vegas www.gpug.com

Setting up a new Job

Page 6: Using GP Job Cost as ‘Project Accounting Lite’

GPUG Summit 2011– Las Vegas www.gpug.com

Create Sales Documents Linked to Job

Page 7: Using GP Job Cost as ‘Project Accounting Lite’

GPUG Summit 2011– Las Vegas www.gpug.com

Job Linked Purchase Order

Page 8: Using GP Job Cost as ‘Project Accounting Lite’

GPUG Summit 2011– Las Vegas www.gpug.com

Job Linked PO Receipt

Page 9: Using GP Job Cost as ‘Project Accounting Lite’

GPUG Summit 2011– Las Vegas www.gpug.com

Job Linked Payables Transaction

Page 10: Using GP Job Cost as ‘Project Accounting Lite’

GPUG Summit 2011– Las Vegas www.gpug.com

Job Linked Manual Entry

Page 11: Using GP Job Cost as ‘Project Accounting Lite’

GPUG Summit 2011– Las Vegas www.gpug.com

Job Link Maintenance Window

Page 12: Using GP Job Cost as ‘Project Accounting Lite’

GPUG Summit 2011– Las Vegas www.gpug.com

Job Cost Detail Report

Page 13: Using GP Job Cost as ‘Project Accounting Lite’

GPUG Summit 2011– Las Vegas www.gpug.com

Wrap Up

Thanks for joining us! Fill out class evaluations (at kiosks) Request CPE credit via evaluation Enjoy the conference

Page 14: Using GP Job Cost as ‘Project Accounting Lite’

GPUG® Summit 2011November 8-11

Caesars Palace – Las Vegas, NV

Frank HamellyMicrosoft MVP

NOVA Solutions LLCwww.gp2themax.blogspot.com

cell: 919-928-4521

http://www.gp2themax.blogspot.com/

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