Integration with Sage ERP Accpac Order Entry

Project and Job Costing integrates with Sage ERP Accpac Order Entry in the following ways:

• You can create a new contract "on the fly" when you enter a quote in Order Entry. When you post the quote, Order Entry sends estimates of the quantity, total cost, and total revenue to Project and Job Costing. When you change the quote to Active and post it in Order Entry, Project and Job Costing changes the project status to Open.

• Project and Job Costing accepts costs from job-related shipments that you post in Order Entry.

• For some projects that use item invoicing(that is, except projects that use the completed project accounting method) , you can choose whether to post job-related invoices in Order Entry. When you post the invoices in Accounts Receivable, Accounts Receivable updates Project and Job Costing with the costs and billing information.

Project and Job Costing handles the billing for the costs of posted shipments that use project invoicing.

• You can specify a default method for determining the costs and billing amounts for job related documents you process in Order Entry. To set the default methods for a selected project, use the Default Billing Rate field and the O/E Miscellaneous Charges field on the Project tab of the Project Maintenance form.

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Deciding Whether to Record Costs and Charges in Order Entry

You can record job-related non-material costs in Order Entry as miscellaneous charges. Order Entry sends both cost and revenue amounts to Project and Job Costing.

You can also process job-related item costs on sales orders in Order Entry, as well as on receipts in Purchase Orders.

Before processing miscellaneous charges in Order Entry, you should be aware that:

• There is a risk that you can process the same costs twice. To avoid double-counting, you should establish guidelines on how to record job-related miscellaneous charges and how to transfer item costs to projects.

• There are some differences in the calculation of overhead for job-related material costs you process in Order Entry and those you process in Purchase Orders.

Project and Job Costing calculates overhead for job-related purchase receipts and sales orders. For project categories that use the Percentage Of Cost overhead method, the calculations vary, depending on which program you use to process the costs:

• The costs of items you process in Purchase Orders do not include taxes. The associated overhead calculations are based on amounts excluding taxes.

• Order Entry, on the other hand, uses I/C item cost amounts, which include allocated taxes. Therefore, overhead calculations are based on amounts that include allocated taxes.