What you will learn - and why
Students will
learn how to set up a new project, add phases, assign costs and allocate
material and labor from quotes, create service orders for phases, schedule
people and resources, track costs applied through parts & labor used on a
service order, and invoice throughout the project.
This course is
for anyone responsible for managing a project, updating project information,
and analyzing job costing.
Prerequisites:
Since this course includes the use of quotes, service orders, allocating
inventory, and scheduling, students must have a working knowledge of those
subjects prior to attending this course. Suggested prerequisite courses
include: SALMGR01 Managing the Sales Department, SERMGR01 Managing the
Service Department, INVMGR01 Managing Inventory, and ACCTNG01 Interfacing to
Accounting and Invoicing.
View Classes On Demand
Lecture Titles - Class 1
-
Understanding projects, what gets linked to projects, and why.
- Setting up
master tables for projects.
- Creating a
new project.
- Selecting
phases for the project.
- Entering
critical project/phase information.
- Allocating
costs from a quote for a project/phase.
- Creating a
service order for each phase of a project.
- Scheduling
people and resources for a project/phase.
- Completing
phases.
Assignment:
Create project related master table codes, and then create a project with
four phases. Create a quote, process the quote and allocate costs to the
phases, then create service orders for each phase. Schedule at least one
technician for each phase. Review the project management screens. Complete
the first two phases.
Lecture Titles - Class 2
-
Understanding how actual expenses get charged to a project/phase.
-
Assigning multiple service requests and change orders to a
project/phase.
-
Filling parts/labor on service orders assigned to project/phases.
-
Invoicing for a project; by service order or using progress billing.
-
Closing out a project.
- Job
costing - comparing estimate to actual.
Assignment:
Fill parts and labor on the service orders you previously created.
Create a change order service order with costs. Fill the change order.
Perform Project Billing using the progress billing function. Close out
all service orders and complete the last progress billing invoice.
