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Job Management in Microsoft Dynamics 365 Business Central

person icon Dominik Scheuringer

4.4

Job Management in Microsoft Dynamics 365 Business Central

Learn how to effectively create, plan, consume, invoice and analyse your projects in the ERP system Business Central

updated on icon Updated on Apr, 2024

language icon Language - English

person icon Dominik Scheuringer

category icon IT & Software,Other IT & Software,Microsoft Dynamics 365 Business Central (Dynamics NAV)

Lectures -36

Duration -2.5 hours

4.4

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Course Description

This course is divided into 6 sections whereby each section consists of three to eigth lectures. Each lecture has a duration of 3 to 15 minutes where the most time I'll show and explain you different topics directly in the software. Additionally, this course contains a comprehensive and continious exerciese project, so each section ends with some exercises where you can apply what you have learnt.

  • Section 1 Introduction gives you a short introduction and overview of the course

  • Section 2 deals about how to setup, create and plan Jobs in Business Central.

  • In Section 3 we continue with posting costs to Jobs.

  • Section 4 concerns with the reveneu side and explains how to invoice Jobs and calculate Work in Progress.

  • In Section 5, to close the circle, we will go through how to analyse Jobs in Business Central.

  • Finally, we will end the course with a conclusion in section 6.

The Job module in Business Central helps companies to gain more transparency in their tasks and projects about actual and planned costs, revenues and invoices for each of their Jobs. Threrefore, it is definitely worth to make this course as it gives you valuable information how to manage projects in the well-known and wide-spread ERP system Microsoft Dynamics 365 Business Central.

Who this course is for:

  • The ideal student for this course has already basic knowledge of Business Central and is interested in the Job module of Business Central which is often forgotten and neglected when using Business Central. But as you will see, it offers great functionality out of the box!
  • Students who are interested how Project Management can be done in the ERP system Microsoft Dynamics 365 Business Central

Goals

What will you learn in this course:

  • How to make the general and required setups in order to work with the Job Module in Business Central

  • How to create and plan Fixed Fee and Time&Material Jobs in Business Central

  • How to post different types of costs by means of different types of transactions to Jobs in Business Central.

  • How to invoices Jobs and calculate Work in Progress for Jobs in Business Central

  • How to analyse Jobs in Business Central

Prerequisites

What are the prerequisites for this course?

  • PC and Internet Connection

  • Basic knowledge of Microsoft Dynamics 365 Business Central

  • Basic Project Management knowledge

Job Management in Microsoft Dynamics 365 Business Central

Curriculum

Check out the detailed breakdown of what’s inside the course

Introduction
4 Lectures
  • play icon Introduction to the Course 04:28 04:28
  • play icon Overview of Functionalities and Architecture 07:02 07:02
  • play icon How to get a Test Version 03:51 03:51
  • play icon Introduction to the Exercise Project 02:49 02:49
How to setup, create and plan Jobs
7 Lectures
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How to post costs onto Jobs
7 Lectures
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How to invoice Jobs and calculate WIP
6 Lectures
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How to analyse Jobs
8 Lectures
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Conclusion
4 Lectures
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Instructor Details

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Dominik Scheuringer

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