Integration with Project and Job Costing
If you have Order Entry and Project and Job Costing, you can enter job-related orders in the Order Entry program and track project costs in Project and Job Costing.
Orders can list material details items from inventory used on the job and they can list miscellaneous charges, which can be labor, subcontracting charges, or charges such as shipping and handling.
Order Entry lets you handle the complete order processing cycle in Order Entry, or create the order and shipment in Order Entry and manage the billing and invoicing in the Project and Job Costing program (called Project Invoicing).
For example:
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Service providers normally invoice directly from Order Entry.
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Companies with more lengthy or complex projects, such as construction companies, normally use project invoicing, and will likely process addition costs through the Accounts Payable program.
Posting the shipment in Order Entry completes the transactions for O/E. The transaction is sent to Project and Job Costing, where it calculates the extended billing amount and the cost portion of the order.
You can enter a quote in Order Entry and create the contract on the fly using the New Contract Wizard.
The New Contract Wizard 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.
See also
Start and End Dates on Price Lists
Different Document Dates and Posting Dates
Drilldown to Sales Orders and POs from Transaction Entry
Enter Prepayments on Shipments
Check for Duplicate Orders Based on Purchase Order Numbers
Calculate Backordered Quantities Based on Customer Options
Cost inventory during Posting / Create Transactions and Audit Information during Day End Processing
Order Entry Templates with Blank Tax Groups
Definable Source Type Codes for G/L Transactions
Hide, Show/Allow Editing of Unit Cost/Extended Cost Fields in Credit/Debit Note Entry
Override the Customer Account Set during Order Entry
Send Credit/Debit Note Transactions to the General Ledger
Create Unconsolidated Details on A/R Invoices