Setting Up Project and Job Costing Integration

Sage ERP Accpac Order Entry 6.0

Setting Up Project and Job Costing Integration

If you use Order Entry and Project and Job Costing, you can enter job-related orders in Order Entry and track project costs in Project and Job Costing.

Note the following points about setting up Order Entry with Project and Job Costing:

You must create jobs in Project and Job Costing before you can enter a job-related order in Order Entry.

You can enter a quote in Order Entry and create the contract details on the fly using the New Contract Wizard.

The New Contract Wizard also lets you copy an existing contract to make the new one. This means that you can create one or more contracts in Project and Job Costing that act as templates for all the new contracts created in Order Entry.

You specify on the Project tab of new contracts where the order gets default prices for items and miscellaneous charges.

You can use the price list assigned to the customer, a price list specified on the Project tab of the contract, or use prices set up in Project and Job Costing's Contract Maintenance form.

You can default costs from Inventory Control or from contract maintenance.
If you want to use miscellaneous charges for job-related orders, you must choose the Use For Jobs option in the Miscellaneous Charges form and fill in the several additional fields.
Depending on the type of contract, you can create invoices in Order Entry and pass them to Accounts Receivable, or create invoices in Project and Job Costing (called Project Invoicing).

One of the most important processing decisions regarding job-related orders is how you are going to invoice orders and jobs, including how you will manage additional charges — especially those billed by third-party companies. See Using Order Entry with Project and Job Costing for full discussions of these issues.

The choice of Invoicing options depends on the project type and accounting method. Click here to see project type chart.

Project Type and Accounting Method	Invoicing	Notes
Time and Materials for Billings and Costs and Accrual-Basis. Fixed Price for Billings and Costs and Accrual-Basis.	Can choose to invoice in Order Entry or in Project and Job Costing	If invoicing in Order Entry, the costs (including allocated and expensed) and revenue are sent to PJC from Accounts Receivable when the invoice is posted in A/R. Revenue is recognized during A/R posting. If invoicing in PJC, Order Entry sends costs to PJC with tax amounts (allocated and expensed), and sends revenue net of tax amounts. Revenue is recognized in PJC.
Time and Materials for Completed Project. Fixed Price for Project Percent Complete and Completed Project. Cost Plus for Total Costs Percentage Complete, Completed Project, Labor Hours Percentage Complete, Billings and Costs, Category Percentage Complete, and Accrual- Basis.	Invoicing is done by Project and Job Costing	The order is completed at Shipment Posting and sent to Project and Job Costing for invoicing, using Create Billing Worksheet. Only costs (including allocated and expensed tax) are sent to PJC. For Time and Materials, the Billing Type, Billing Rate, and Extended Billing Amount is also sent from Order Entry to PJC.

If the invoice needs to be created in Project and Job Costing, Order Entry will complete the order when you post the shipment, and prevent you from invoicing in O/E.
If you delay invoicing in Order Entry, the transaction will be sent to Project and Job Costing as unbilled, and you will have to create the invoice in PJC or bill from Accounts Receivable.

Setting Up Project and Job Costing Integration

Sage ERP Accpac Order Entry 6.0

Setting Up Project and Job Costing Integration

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