Termini
Šajā rokasgrāmatā un Projektu kalkulācijas modulī tiek izmantoti šādi termini:
- Laiks
- Projektu kalkulācijas modulī servisa artikuli tiek klasificēti kā ‘Laiks’. Vairāki servisa artikuli var atspoguļot dažādus darbu tipus (piem., sākuma analīzi, uzstādīšanu un apmācību), kuru stundas likme var atšķirties.
- Projektam patērēto laiku var reģistrēt laika tabulās un aktivitātēs (to dara paši darbinieki pēc darba paveikšanas), kā arī ienākošajos rēķinos un avansa norēķinos (ja par darbu izrakstiti apakšlīgumi).
- Laiku nevar reģistrēt projektam izveidotajā klientu pasūtījumā.
- Materiāli un pirkumi
- Items that are Plain Items can be treated either as 'materials' or as 'purchases' in the Job Costing module. This distinction is made on the 'Pricing' card of each Item, using the Treat Item as Material on Project check box. Typically, materials and purchases will include the miscellaneous products and services needed to complete Projects, such as mileage, paper, and postage or delivery.
- Materials and purchases can be registered against Projects using Time Sheets (providing the Allow Plain Items on Time Sheets box in the Project Item Handling setting has been checked) and using Purchase Invoices and Expenses. Activities cannot be used for this purpose.
- The difference between materials and purchases is that, subject to the Project Item Handling setting, purchases can be included in Sales and Purchase Orders created from the Project Budget screen and materials cannot.
- Stocked Items
- If it is necessary to supply Stocked Items as part of a Project, you must do so by entering a Sales Order and issuing a Delivery from that. This ensures that the stock levels are adjusted accordingly and that any necessary cost accounting transactions are registered in the Nominal Ledger. The Sales Order should be connected to the Project using the Project Number on the 'Del Terms' card. If the Customer returns a Stocked Item, this should be dealt with in the usual way, using the Returned Goods register.
- Note: if you want to be able supply Stocked Items as part of a Project, switch on the Stocked Items Only On Sales Orders option in the Project Item Handling setting.
- Structured Items
- Structured Items are treated as Stocked Items in the Job Costing module, so the comments above apply.
