Language:


Example

In this example, we trace the steps used in administering a Project from initial registration through to invoicing. In Hansa, the term "Project" is virtually interchangeable with "Job": it refers to an undertaking requiring the completion of a number of tasks. For example, a particular Project might be the installation of a multi-room stereo system. In addition to the installation of the cabling, remote control system and speakers, tasks required by this Project might include surveying the building, ascertaining the requirements of the Customer and possibly producing a report.

Before the Project can be entered, the information in a number of other registers should be considered.

Persons
A record should be entered to this register for each member of personnel carrying out chargeable work. The Person register is in the System module.

Items
In addition to the goods and materials supplied, records should be entered to this register for each type of chargeable work (e.g. consultancy, installation, training). These should be entered as Service Items.

Item Groups
If any Items fall into logical groupings, this can be organised using Item Groups. Item Groups are defined using a register available in both the Job Costing module and in the Sales Ledger.