Introduction

The one-day Microsoft Business Solutions - Navision® Resources and Jobs course explores how Resources and Jobs are used within Microsoft Navision. This course also shows how to perform additional functions such as creation of job budgets, resource capacity and assignment, as well as job cost and revenue recognition.

A thorough understanding of these topics allows a streamlining of budgeting and recognition processes by learning how to automate these routine activities. This course demonstrates how to accelerate data entry by copying budgets, as well as defining default values that automatically populate data fields and gather the information you need to make better business decisions by exploring powerful inquiry and reporting options.

Audience
The intended audience for this course is partners wishing to learn how to set up Resources and Jobs in Microsoft Navision for their customers.

The class is targeted toward sales people, consultants, and implementers who need to understand the technical aspects of Microsoft Navision Resources and Jobs and gain foundational knowledge of the application functionality.

It is also targeted at anyone who wants to become certified in Microsoft Navision 3.70 Financial Management, as there are questions on the Financial Management test which are related to the Resources and Jobs area.

At Course Completion
After completing this course, students should be able to:

Set up Resources
Set up Jobs and Job Budgets
Enter and post transactions using transaction or batch posting methods
Perform key inquiries and print reports in Microsoft Navision
Complete periodic activities of job recognition

Prerequisites
Before attending this course, students must have:

General knowledge of Microsoft Windows®
Completed the Microsoft Navision Financial Management Training or on-line Tutorial
Basic knowledge of jobs and accounting principles

Course Outline
Chapter 1: Introduction
The purpose of this chapter is to give students a general overview of the features and benefits of using Resources and Jobs in an integrated environment. It also focuses on how this module integrates with other portions in the Microsoft Navision application.

Main Topics
Resources and Jobs Features and Benefits
Resources and Jobs Ledger Overview and Roadmap
Integration

After completing this chapter, students should be able to:

Identify the features and benefits available when using Resources and Jobs
Discuss the integration between Resources and Jobs and other modules within the Microsoft Navision system
Identify the navigation used to access the windows for transactions, reports, utilities, routines, and inquiries in Resources and Jobs
Chapter 2: Resources
This chapter focuses on the Resources function in Microsoft Navision. We examine the Resource, Resource Planning, Resource Costs and Revenues, Resource Capacity and transaction posting. There is also a section that focuses on assigning Resources to Jobs.

Main Topics
Resources Overview
Resource Card
Resources Prices and Costs
Changing Resource Prices and Costs
Resource Groups
Resource Planning
Resource Capacity
Allocating Resource Capacity to Jobs
Resource Availability
Resource Journals

Lab: Setting Up a Resource
Setting up Resource Card

Lab: Setting Up Resource Prices and Costs
Setting up Prices and Costs

Lab: Resource Capacity
Define Capacity for Resource

Lab: Resource Journals
Create Journal Entry

After completing this chapter, students should be able to:

Create Resources
Set up Prices and Costs for Resources
Create Capacity of Resources
Allocate Resources to Jobs
View Resource Availability
Create Resource Journal Entries
Chapter 3: Jobs
This chapter focuses on the Jobs function in Microsoft Navision. We examine Jobs, Job Structure, Job Budgeting, Planning, Recording Job Costs, Recording Job Sale and Invoicing, Recognition of WIP, and Posting to G/L.

Main Topics
Jobs – What are they in Microsoft Navision
Job Card
Job Posting Groups
Job Budgets
Creation of Job Budgets
Changes to Budgets
Copying of Budgets
Recording Job Costs
Recording of Job Sales – Invoices
Recognition of Job WIP
Recognition of Job Costs and Revenues
Posting of Job WIP to G/L

Lab: Job Card
Create Job Card - Master file

Lab: Job Budget
Enter Job Budget

Lab: Budget Dates
Change existing Budget Dates

Lab: Budget Copying
Copy existing budget to new job

Lab: Recording Job Costs
Enter Journal Entry for jobs costs and purchase invoice

Lab: Recording Jobs Sales
Create Job Sales Invoice

After completing this chapter, students should be able to:

Create Job Card
Prepare Job Budget
Record Job Costs and Revenue
Calculate and Post Job Costs – Revenue to G/L
Chapter 4: Conclusion
In this chapter we discuss the key points that have been covered throughout this course.

Main Topics
Resources – what are they and how do we use them
Setting Up Resource Prices and Costs
Resource Planning
Resource Capacity
Resource Availability
Resource Journals
Jobs – what are they and how do we use them
Job Budgets
Recording Job Costs
Job WIP Recognition
Questions and Answers

For more information or to give feedback, send e-mail to info@OneApex.com or call 949-597-2100