Job Manager Great Features: All in One Database. Designed for Dynamics NAV 2013

Transcription

1 Job Manager 2013 Designed for Dynamics NAV Great Features: All in One Database

2 Executive Summary Job Manager Overview: Job Manager is a powerful and easy-to-use Activity Based Costing tool for your Project/Job Costing applications. As a complete Project Management and Costing solution, Job Manager provides an easy way to manage resources; track the status of production or service jobs; record consumption and output; schedule job tasks, monitor dates, activity cost and material requirements; and manage subcontractor activities within a single integration system. Ideal Solution for: Machine Shops; Tool and Die Shops Remanufacturers; Metal Fabrication Shops Customer Machine Manufacturing; Maintenance and Repair Shops Custom Packaging; Furniture and Cabinets Electronic Assemblers; Motors and Pumps Print Shops; Plastic Processors Vehicle Converters; Production Studios Service and Repair Shops; Subcontractors Equipment Refurbishing; Computer Installers Industrial Equipment Manufacturer; Research and Development Benefits: 1. Increase Revenue with shorter lead times and reliable promise dates that allow for better deliveries and customer service. 2. Cut Costs by significantly reducing inventories, overtime, expediting fees and time spent up dating spreadsheets. 3. Keep Informed with real time data. Know where your costs are on every job, every minute of the day. 4. Gain Usability through a thorough overview of your business to efficiently identify opportunities and detect issues. 5. Save Time with quick and easy access to your company s production status and identifying problems before they happen.

3 Cost Allocation Features 1. Level 1 = Master Job (Project Level) Level 2 = Sub-Job (Jobs within the Project) 2. Level 3 = Group Tasks (Sub-Totals to a Group of Tasks) Level 4 = Task (The Activity that Costs are Charged to.)

4 Cost Allocation Features continued Level 5 = Posted Transaction (Each Cost Entry with Details) 4. Costs are also automatically allocated to nine (9) pre-defined global cost categories. 9 Cost Categories: Shop Labor, Field Labor, Machine, Expense, Material, Outside Processing, Overhead, Misc, Transport

5 Cost Allocation Features continued Detailed Statistics for a Side by Side view of Estimated VS Actual Costs: Visible Cost breakdowns by Cost Categories: Revenue Cost = Profitability (top to bottom) Estimated Cost Actual Cost = Variances (left to right)

6 Job Template Features 6. Added Task Lines and Planning Lines to the Item Card Acts as a Job Template for Item Manufacturers 7. Task Lines and Planning Lines added to Resource Master. Acts as a Job Template for Service Businesses. (not shown)

7 Job Template Features continued When the Job is created a copy of the Item s Planning Lines is put in the Job s Planning Lines to show Demand for Labor and Materials. You may also edit the Planning Lines as needed on a Job by Job basis. 9. Extensive analysis of Parts Requirements vs. JTD Used vs. Remaining Demand.

8 Job Template Features continued Variable Costs or Fixed Costs can be defined on the Item's BOM or the Job's Budget Lines. 11. Allows for comments on the Tasks for operation instructions. (Process Instructions)

9 Job Template Features continued Planning Lines support multiple levels of Bill of Material items Job Planning lines that are Items with a Bill of Material can be exploded, if set as Make to Order type item.

10 Master Job / Sub Job Features 14. Master Job, Sub-Job relationships for Project Accounting 1006 is the Master Job, is the first Sub-Job 15. Master Job s Statistics Window rolls up the associated Sub job costs. View progress of Project at the Master Job Level.

11 Master Job / Sub Job Features Continued Advanced Setup: Shop Calendar, Numbering Series, much more. 17. Job Card: Enhanced Information for Job Costing environments. Assign a Job Type. Assign a Job Project No. for grouping similar job for reporting JOB TYPE ASSIGNMENTS: JOB TYPE = ITEM - WHEN MAKING A PRODUCT (FG) JOB TYPE = RESOURCE - WHEN JOB IS FOR A SERVICE (Repair)

12 Master Job / Sub Job Features Continued Job Card Changes for Scheduling: Enhanced Scheduling and Re-Scheduling. - At Task Level by Step Duration and Shop Calendar - Job s Task Lines are Start Date updated with a re-schedule. Change the Start Date: It re-schedules to new Calculated Finish Date Change the Finish Date: It backward schedules to a new Start Date. Shows: Working Days to Complete & Calendar Days to complete. 19. Additional Job Card Changes: Job Qty Ordered, Produced, Remaining Contract Amount New Fact Boxes for quick job statistics.

13 Master Job / Sub Job Features Continued New Estimating form to show tasks and related planning lines together Totals on Estimating forms to show immediate result of quantity, cost and price changes. (See above picture) Five (5) additional sections of information added to the Task lines: Task Name and structure Setup (original) Setup and Run times and Scheduling Dates Costs per Cost Category Prices per Cost Category Actual Costs per Cost Category Contract Amount and Margin

14 Master Job / Sub Job Features Continued Allow Contract Amount or Contract Margin entry per Task. 24. Allow Contract Amount entry on Job Card that automatically calculates the Contract Amoun on cost ratios. 25. Auto create Contract Planning lines from Contract Amounts on Tasks. 26. Ability to create One Line or Multi-line Sales Quotes from the Job Estimate.

15 Master Job / Sub Job Features Continued Ability to append a Sales Quote from the Job Estimate. 28. Estimating - Create a "Planning" Job with desired Tasks. Establish the Contract Price per Task Line, then press: "Make Quote". Auto Creates Sales Quote.

16 Save Original Estimate Features 29. Save the original estimated values 30. New edits to Job estimate are current estimate - which include change orders 31. Displays the Original Estimate next to the Current Estimate on the Job Statistics Form.

17 Save Original Estimate Features Continued Job Card: Enhanced Statistics View w/ all Drill Downs to details. 33. View costs split out by the 9 cost categories Compare Estimated Cost to Actual cost by 9 cost categories. View profitability on Original Estimate, Current Estimate, and Actual.

18 Save Original Estimate Features Continued View Earned Revenue based on Job s Percent Complete. 37. Job Analysis of Percent Complete on Cost Dollars. Available at Cost Category Level, Job Level, and Job Task Level.

19 Save Original Estimate Features Continued Percent Complete calculations with: Revenue Earned, Over/Under Billed, Projected Cost at Completion, Est Cost to Complete, Profit Projections, and JTD Margins. 39. Field reporting of Percent Complete will now calculate a "Projected Cost at Completion". This is great on long duration Jobs.

20 Save Original Estimate Features Continued Job projections (Projected Cost at Completion) available by cost categories. 41. Posting of Job Billings (invoices) show on Job s Statistics. (Revenue)

21 Task Line Features 42. Setup and Run time fields on the Job Tasks Lines 43. Start Date and Finish Date calculations on the posting Job Tasks Lines. Backward calculated from Job Finish Date to Job Start Date.

22 Task Line Features Continued Enhanced Scheduling and Re-Scheduling of Job s Router Steps. Hours per Task are "exploded" into a sub-table that shows hours per day. [Load] Compare the Machine's Capacity per day to the Load per Day. 45. Job Planning line Planning and Start date can be controlled by the Job Start Date or the Job Task Start Date. 46. Task Started and Task Finished status fields for visual status 47. Scheduling report provided. (Integrated Visual Drag & Drop coming Spring 2013)

23 Enhanced Purchasing Features 48. Vendor: Default COA and Vendor Default Lead Time field. 49. Purchasing of a Resource now allowed. 50. Purchase Order Line Enhancement: Purchase History Instant access to all previous purchases of this item.

24 Enhanced Purchasing Features Continued 51. Vendor Performance Report 52. Open Purchase Orders by Expected Receipt Date 53. Quick Edit Vendor Page: Puts vendors into Editable Tabular Page.

25 Job Material Procurement Features 54. Procurement of Resources enables PO Creation for Sub Contractors. 55. Requisition Worksheet, Calculate Plan, enhancement reacts to the Job Demand for Raw Materials. Generation of Requisition Worksheet Entries utilizes Date Filters for appropriate buying quantities and date ranges. Notice Supply and Demand FactBoxes now show on Req. Worksheet Lines! 56. Direct Purchasing from the Job's Planning Lines. (Push from Job s Planning Lines Generates Requisition Worksheet lines

26 Flushing Methods for Job Material Consumption 57. Flushing Options : Forward Back Partial Manual

27 Labor Allocations 58. New Labor Entry Journal for rapid Time Card Entry Post Labor to Job/Task for detail allocations

28 Posting Production on Jobs 59. Post Units Produced directly in the Job Production Journal. Finished Good Inventory is increased. Partial production is allowed w/ optional partial flush of RM. Production Qty recorded to Job. 60. Remaining Qty maintained on Job Card. (Job Qty. Ordered - Job Qty. Produced.) 61. Full support for Serial Number and Lot Number tracking at both the FG Level and RM Level. (Requires: Item Tracking Granule) 62. Option to use the Job's "Estimated" Cost Each for Production Costing. (Or Standard Cost from Item Card setup) Option to Over Produce Option to record FG that was scrapped and corresponding RM get flushed

29 Enhanced Job Reports 63. Completed Jobs separated from: Planning, Quote, Order Jobs Option to move Completed Jobs to History 64. Many enhanced Printing Documents. (Sales Quotes, Sales Orders, Purchase Orders, Invoices, ) Part of "Reports Pack" option, but recommended. Job Manager comes with its own Purchase Order Document 65. Key Job Costing Reports: Job Level Summary Task Level Detail and Summary Transaction Level Detail Job Traveler for the Shop w/ Picture and Bar Codes. Job Estimate Cost per Part, Cost per Hour, Price per part, Hours per part.

30 Enhanced Job Reports Continued Job Cost

31 Alternative WIP and Recognition Option 67. Job Manager brought forward the original WIP and Recognition functionality from previous versions. (optional) 68. Provide WIP and Recognition Statistics form on Job card. 69. Optional Can extend the original WIP and Recognition functionality with the Enhanced WIP Granule.

32 Enhanced Item Card: Supply and Demand 70. Enhanced Item Card: New Fact boxes to show Item s Supply and Demand New Job Tab "Current Cost" VS. "Standard Cost" Availability by Period. Standard Cost includes the Planning Lines. Enhanced BOM w/ Drill to nested BOM Indented & Costed BOM Reports Function to calculate the Current Cost of the item. Uses Planning Lines to calculate the cost. You can then update the Standard Cost. Displays the Cost Category break down of costs. Option to combine multiple Sales Order demand into one Supply Job. 68. Quick Edit Item page

33 Enhancements to Resources 74. Additional Resource Types. Resource Cost Types: Shop and Field Labor, Machine, Expense, Outside Processing, Overhead, Misc., and Transport (Resource Type changed to Cost Category) 75. Resource Fact Box added to Resource List. Set Job Type = Resource for Service type jobs. 76. Default Values for each type of resources. Found in the Advanced Setup Add Tasks and Planning lines to Service type Resources. (Templates) Ability to use Resources on Purchase Lines and Purchase Orders Resource Capacity auto-fill routine. (Periodic Activity) Resource Machines w/ Default Setup, Run Time, and Operator Rates. Quick Edit Resource Page.

34 Enhanced Sales to Jobs 82. Sales Order Line Enhancements: View Qty. Available Sales Invoice History Sales Item History. View Item or Service Task List. View Item Planning Lines.

35 Enhanced Sales to Jobs Continued Options to Make Jobs from the Sales Lines (Just this Line, or All Lines) 84. Direct Lookup to Job Card and Job Estimate from Sales Lines. 85. On Make Job ; Sales Order becomes the Master Job and the Line(s) become the Sub-Jobs.

36 Enhanced Sales to Jobs Continued Ad hoc create Sales Invoices and Sales Credit Memos without having to create Job Contract Lines. 87. Customer Shipment Performance Report 88. Quick Edit Customer Page.

37 Accounts Receivable Retainage 89. Retainage has been added on the AR side. (Jobs and Customers)

38 Newest Features 90. Allow Multiple Sales Orders with different Bill to Customers to generate Revenue to a single Job. This is ideal if you have multiple people contributing revenue to a common Job. Example: Multiple Students to a common Class/Event. Option per Master Job: New Role Centers Provided. JM Classic Like NAV Classic JM JOBMANAGER New for RTC. Ideal for the person managing the Jobs SMALL BUSINESS Ideal for smaller businesses where everyone wears many hats.

39 Newest Features Continued Cost True Up for Completed Jobs (Optional) When a Job s Status is Changed from Order to Completed, the Actual Cost of the FG each = Job s Actual Cost Each. You can now set an option in the Advanced Setup to have the previous Estimated Cost Each replaced with the Job s Actual Cost Each. This True Up will update the Job, the Item s Value Entries, and related General Ledger entries when you run Adjust Cost/Post Cost. Notice below, how the $ adjustment is posted to the Value Entries.

40 Newest Features Continued Bin Contents is now supported on the Job Journal Entries. When you post consumption of RM, you can now specify which bin is to be relieved. The process makes all the associated transactions at the bin entries also. 94. Enhanced Job Statistics Window with Cost Category for Shop Labor and Field Labor We have added a 9 th Cost Category Field Labor to the 8 existing Categories. This will allow for an easy split of Shop Labor and Field Labor.

41 Newest Features Continued Estimate and Actual Fact Box Improvement for Revenue We have added Estimated Revenue and Actual Revenue to the List Page Fact Box. 96. Stockkeepping Units Added Supply and Demand per Location

42 Newest Features Continued Job s Picture Box is added as a Fact Box. 98. Added easier access to Job s Periodic Activities

43 Newest Features Continued Completed Jobs now has Fact Boxes for Statistics Outside Processing Resources now has Specific Unit Cost. It can now optionally pull the cost from the Planning Lines, not the Resource Card. (Works just like NAV Mfg) This will allow for a Subcontract Vendor to Quote Specific Cost per process they are working on.

44 Newest Features Continued Phase Code has been added to the Task List. [Work Center View] This is a means of Grouping Tasks together for a Job Level View of Percent Complete on the Group.

45 Newest Features Continued Resource Load Enhancement. Matrix Window (P ) You can now view each Resources Load by Day, Week, Month, Qtr, or Year. Drill into the supporting Resource Load Detail.

46 Newest Features Continued CAD import Utility for Bill of Materials using XML Ports. (BOM) You can now import your Bill of Materials directly from your CAD software. Just create the TXT file, and use our Import Utility to bring the BOM into the Item s Planning Lines or if appropriate, into the Job s Planning Lines Requisition Worksheet generates multiple Purchase Quotes to vendors you select This is a much requested feature. Enable the Requisition Worksheet to generate Purchase Quotes. Then review the Vendor s Quotes, select your desired Vendor, and Make Purchase Order from the Purchase Quote. If the Requisition Line was related to a Job s Planning Line, then update that Planning line with the selected Vendor s Cost Information. Hence, you are improving the accuracy of your Estimate as you approve Vendor Quotes.

47 Newest Features Continued PO Committed Cost By Task This feature shows the Open Purchase Order s Value per Task Line. (Task Detail Window) 106. Job Profitability Data by Date.

48 Job Manager Road Map and Pending Features 1. Inventory Valuation Report with Supporting Detail Entries. 2. Embed Visual Drag and Drop Scheduling for Job Manager. Using PlannerOne Scheduling Software embedded in Job Manager. 3. On-Line Help and Video Help Files Too. 4. Combine Job Manager and Manufacturing Plus for those that need Pre-Production Costing (JM) + Production Costing (NAV Mfg) + On-Site Training and Setup Services (JM) = Total Project Cost 5. Add Full Estimating to Item Card. 6. Add Full Estimating to Resource Card. (Project Resource Type)