Terminology
The following terminology is used in this documentation and in the Job Costing module:
- Time
- Items that are Service Items are classified as 'time' in the Job Costing module. You might have several Service Items representing different types of work (e.g. initial analysis, installation and training), which you might charge out at different rates.
- You can register the time spent working on a Project can be registered using Time Sheets and Activities (when the work was carried out by your own staff) and using Purchase Invoices and Expenses (when the work was sub-contracted).
- You cannot use Sales Orders to register time against Projects.
- Materials and Purchases
- Items that are Plain Items can be treated either as 'materials' or as 'purchases' in the Job Costing module. To make this distinction, use the Treat Item as Material on Project check box on the 'Pricing' card of each Item. Typically, materials and purchases will include the miscellaneous products and services needed to complete Projects, such as mileage, paper, and postage or delivery.
- You can register materials and purchases can be registered against Projects using Time Sheets (providing you are using the Allow Plain Items on Time Sheets option in the Project Item Handling setting) and using Purchase Invoices and Expenses. You cannot use Activities 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 Project Budgets and materials cannot.
- Stocked Items
- If you need to supply Stocked Items as part of a Project, you must do so by entering a Sales Order and issuing a Delivery from it in the usual way. This ensures that stock levels are adjusted accordingly and that any necessary cost of sales postings are registered in the Nominal Ledger. You should connect the Sales Order to the Project using the Project Number on the 'Terms' card: this will be done automatically if you create the Sales Order from the Project Budget. If the Customer returns a Stocked Item, receive it back into stock in the usual way, using the Returned Goods register.
- Note: if you want to be able supply Stocked Items as part of a Project, select 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.
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Terminology, Pricing and Costs in the Job Costing module:
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