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BENEFITS

• Gaininsightintoyourjobsand

projects.Use your Role Center to access

a quick, real-time overview o actual and

planned costs, sales, and invoices or

each job, and make confdent businessdecisions.

• Linkdetailedplanningandinvoicing

informationtoeachtask. Set up job

tasks easily and include an itemized list or

each that describes expected consumption

o items, resources, and other costs.

• Managedifferentcontracttypes.Plan

time-and-materials, cost-plus, fxed-price

projects, or project-based contracts, or

combine various contract types or thesame project.

• Takeadvantageofsmoothintegration

withsupplychainandnancial

management.Use comprehensive

supply chain unctionality or estimation

and logistics as well as or providing

links to fnancials, resources, and service

management inormation.

• Turnworkinprogressintoa

managementtool.Calculate WIP using

fve dierent methods as oten as required

or ad-hoc or fnancial reporting purposes.

Post and automatically reverse previous

WIP to the general ledger.

Jobs in Microsoft Dynamics NAV 2009

Manageeachphaseofyourjobsandprojectswithexibleplanning,budgeting,

andaccountingcapabilitiesthathelpensurebusinesssuccesseverystepofthe

way.JobsinMicrosoftDynamics®NAV2009providesasingleviewofcurrent

andplannedprojectssoyoucanunderstandthetruecostsofyourprojectsand

getanaccurateanddetailedviewofprotability.

With Role Centers in Microsot Dynamics NAV, you can quickly access RoleTailored job

and project perormance data. From actual or planned costs and sales totals, you can

easily analyze underlying details, all the way to the source, putting you in complete

control. The Project Manager Role Center provides personalized access to the data,

reports, alerts, and common tasks you need to work eectively and secure on-time

and on-budget delivery o projects.

With powerul business intelligence capabilities, you can view key perormance

indicators (KPIs) on actual and budgeted sales and costs; run ad-hoc reports to

calculate the value o work in progress (WIP) or accurate company fnancial

statements; and export the data to Microsot® Ofce Excel® to easily share it with

coworkers. With built-in tools, you can easily manage multiple job types, including

projects based on time and materials, fxed price, and cost and time. Tight integration

o job costs and consumption with the general ledger and item tracking help you

understand the big-picture impact o each job decision.

Get an overview of actual and planned costs for each task in eight different amount 

categories, and drill down for additional detail.

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FEATURES

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RoleCenters • ProjectManager

Businessintelligence • Gaina360-degreeviewofbusinessperformanceandcreateandviewgraphicaldisplaysand

reports.

• UseReportDesignerinMicrosoftSQLServer® Reporting Services to quickly create intuitive reports.

Flexiblebudgetstructure • Planthephasesandtasksforbothtime-and-materialsandxed-pricejobs.

• Useautomatedindentfunctionalitytocreateasummaryorsub-tasks.

• Enterandupdatecostandsalesbudgetestimatesforjobactivities.

• Havetheoptiontoplanthecontractamountindependentofsalesvalueofconsumptionorplanned

work.

Detailedjobtasks • Helpensureaccuratecostrecordingandtracking.

• Useassociatedplanninglinestoadddetailaboutrequiredresources,items,andledgerexpenses,

and show planned dates or use and invoicing.

Integratedinvoicing • Manuallydeneorcreatejobplanninglinestobeinvoicedbasedonrulesforactualusage.

• Createinvoicesautomaticallybasedonjobplanninglinesforyourjobs.

• Createcreditmemosfromjobplanninglines.

WIPandrevenue

recognition

• SelectfromvedifferentmethodsforcalculatingWIP,includingcostvalue,salesvalue,recognizable

cost, percentage o completion, and completed contract.• RecalculateWIPandrecognitionasoftenasnecessarypriortoposting.

• UsemultiplepostinggroupsinasinglejobsoyoucanmakedetailedWIPandrecognitionpostings

in the general ledger or items, resources, and general ledger expenses.

• HavetheoptiontoexcludejobtasksfromtheWIPcalculation.

Job-specicpricing • Setupjob-specicpricesanddiscountsforitems,resources,andgeneralledgerexpenses,including

using the cost-plus method o pricing. Or, i no special pricing is required, apply standard customer

price and discount mechanisms.

Fixed-priceproject

planning

• Planandinvoicexed-priceprojectsusingPlanningLinetypes.

• Setupspecicpricesforitemsandresourcesforeachjob,aswellasforgeneralledgeraccount

expenses.

• Automaticallysuggestusageentriesbasedonthedifferencebetweenplannedusageandactual

usage.

Multicurrencycapability • Planandinvoicejobsinmultiplecurrencieswithrules-basedcontrolforcurrencyconversion,such

as fxed cost or price in local or oreign currency.

Itemtracking • Trackjobitemswithserialorlotnumbers,whetherpurchasedspecicallyforthejoborconsumed

rom stock, using standard item tracking methods.

Integratedpurchasing • Createjob-specicpurchaseorderlineswiththeabilitytoautomaticallyupdatethejobledgerand

make rule-based updates to job planning lines.

• Takeadvantageofsupportforitempricingandcostingmethods.

• Registerconsumptionofinventoryitems.

Resourcemanagement • Manageresourcesforplanningandjobexecution,withsupportforresourcecapacityand

availability.

• Manageresourcesperpersonorbymachineandequipment.

• Maintainsupportforresourcepricingandcostingmethods.

Timesheetentry • Reducetimesheetentrytimeandimprovecontrolbydefaultingjobjournallinesbasedonjob

planning lines or a job, or or a set o tasks up to a specifed date.

FormoreinformationaboutJobsinMicrosoftDynamicsNAV2009,

visitwww.microsoft.com/dynamics/nav.

Features are organized by Business Ready Licensing edition. Actual editions may vary at the time of licensing. Business Essentials+ comprises additional components

(a la carte granules) that provide extended features and functionality.

This document is or inormational purposes only.

MICROSOFTMAKESNOWARRANTIES,EXPRESS,IMPLIED,ORSTATUTORY,ASTOTHEINFORMATIONINTHISDOCUMENT.

Published12/2008