How to: Review Usage on a Job

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In the Job Planning Lines window, you can review and record usage on various parts of your job, which is automatically updated as you modify and transfer information between jobs and job journals or job invoices. This requires that you have set up a job so that the Apply Usage Link is turned on. For example, for planning lines of type schedule, you can enter the quantity of a resource, and indicate what quantity to transfer to the job journal. If the type of the planning line is Contract, you can enter the quantity of the resource, and indicate what quantity to transfer to an invoice. By comparing the quantity that has been transferred to the journal or invoice with the remaining quantity, you can quickly review usage information.

To record usage on a job planning line

  1. In the Search box, enter Jobs, and then choose the related link.

  2. Select the job that you want, and open its job planning lines. For more information, see How to: Create Job Planning Lines.

  3. Select a job planning line of type Schedule or type Both Schedule and Contract for which you want to record usage. In the Qty. to Transfer to Journal field, enter the number that you want to transfer. The default quantity is the initial Quantity that you specified.

    In the Remaining Qty. field, which is calculated for you, you can see the quantity that remains to complete the job and be transferred to the journal.

  4. On the Home tab, in the Process group, choose Create Job Journal Lines. Fill in the fields for the Job Transfer Job Planning Line batch job. Choose the OK button.

  5. From the job planning lines, on the Action tab, choose Open Job Journal.

  6. In the Job Journal window, make sure that the line is selected, and on the Home tab, choose Post. Choose the OK button to return to the Job Planning Lines window.

  7. Review the following fields to observe the recording of job usage:

    • Quantity

    • Remaining Quantity

    • Qty. To Transfer to Journal

    You can also review the remaining line amount and remaining cost.

To record additional usage, repeat these steps.

In the next task, you also record usage, but for a job planning line of type Contract. Typically, in this case, you invoice your usage, but you can also transfer it to a journal. However, when you do that, Microsoft Dynamics NAV creates a job planning line of type Schedule to match the contract line. For more information, see Understanding Usage and Job Line Type and How to: Set Up Activities, Budgets, and Invoicing Structures for Jobs.

To record usage on a job planning line of type Contract

  1. In the Search box, enter Jobs, and then choose the related link.

  2. Select the job that you want, and open its job planning lines. For more information, see How to: Create Job Planning Lines.

  3. Select a job planning line of type Contract for which you want to record usage. In the Qty. to Transfer to Invoice field, enter the number that you want to transfer to the invoice. The default quantity is the initial Quantity that you specified.

    In the Qty. to Invoice field, which is calculated for you, you can see the quantity that remains to complete the job and be invoiced.

  4. On the Home pane, in the Process group, choose Create Sales Invoice.

  5. Run the Job Transfer to Sales Invoice batch job.

  6. In the Job Planning Lines window, make sure that the line is selected.

    Review the following fields to observe the recording of job usage:

    • Quantity

    • Quantity to Invoice

    • Qty. To Transfer to Invoice

    If you have posted the invoice, that will be reflected in the Qty. Invoiced field. You can also review the invoiced amount.

  7. To review the invoice, in the Actions tab, in the Functions group, choose Get Sales/Credit Memo.

  8. In the Job Invoices window, select the relevant invoice and choose Open Sales Invoice/Credit Memo.

See Also

Tasks

How to: Create Job Journal Lines
How to: Create Job Sales Invoices from Job Planning Lines
How to: Set Up Job Usage Tracking