Using GP Job Cost as ‘Project Accounting Lite’
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Transcript of Using GP Job Cost as ‘Project Accounting Lite’
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GPUG® Summit 2011November 8-11
Caesars Palace – Las Vegas, NV
Using GP Job Cost as ‘Project Accounting Lite’
Frank HamellyDynamics GP MCP, MCT, MVP
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GPUG Summit 2011– Las Vegas www.gpug.com
Agenda Welcome Introduction Class Wrap-up
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GPUG Summit 2011– Las Vegas www.gpug.com
Why would I want to use GP Job Cost instead of Project Accounting?
Easy to setup Provides Job by Job summary of revenue &
costs Provides drill down on individual job-
related transactions Margin analysis available in both Inquiry &
Report format Ideal for tracking simple Customer or
Internal projects
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GPUG Summit 2011– Las Vegas www.gpug.com
Why would I not want to use GP Job Cost instead of Project Accounting?
No ability to perform billing based on costs expended, milestones, etc. as PA does
Doesn’t provide the robust reporting that PA does
No ability to attach Payroll or Employee Expense costs
There is no formal ‘Project Close’ process to ensure that all revenue and cost elements are included
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GPUG Summit 2011– Las Vegas www.gpug.com
Setting up a new Job
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GPUG Summit 2011– Las Vegas www.gpug.com
Create Sales Documents Linked to Job
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GPUG Summit 2011– Las Vegas www.gpug.com
Job Linked Purchase Order
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GPUG Summit 2011– Las Vegas www.gpug.com
Job Linked PO Receipt
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GPUG Summit 2011– Las Vegas www.gpug.com
Job Linked Payables Transaction
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GPUG Summit 2011– Las Vegas www.gpug.com
Job Linked Manual Entry
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GPUG Summit 2011– Las Vegas www.gpug.com
Job Link Maintenance Window
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GPUG Summit 2011– Las Vegas www.gpug.com
Job Cost Detail Report
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GPUG Summit 2011– Las Vegas www.gpug.com
Wrap Up
Thanks for joining us! Fill out class evaluations (at kiosks) Request CPE credit via evaluation Enjoy the conference
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GPUG® Summit 2011November 8-11
Caesars Palace – Las Vegas, NV
Frank HamellyMicrosoft MVP
NOVA Solutions LLCwww.gp2themax.blogspot.com
cell: 919-928-4521