Exercise - Plan a new job
This exercise uses the CRONUS sample company from the US version of Business Central. You might need to adjust the steps if you use the sample company from your country or region.
Scenario
You are the project manager at CRONUS. A customer, Trey Research, has asked you to redecorate the meeting area of their office building. It's your task to set up a job with task lines and planning lines.
The tasks for this job will be similar to the tasks that are completed for the JOB00010 - Reception area remodel job for the School of Fine Arts customer. You decide to use the Copy Job function to create the new job.
In the Copy Job function, enter the following information:
Copy from
Job no. - JOB00010
Source - Job Planning Lines
Copy to
Job Description - Redecorate meeting area
Bill-to customer - 20000
Apply - Copy job prices, quantity, and dimensions
After you have copied the job, change the following information on the job card:
Status - Open
Job WIP Method - POC
Apply Usage Link - No
Starting Date - 04/01/20
Ending Date - 06/30/20
You also change the following information on the job task lines:
1100: Phase 2 - Preparation
1110: Empty the room
1120: Clean the room
Next, you will update the following job planning lines:
Job task 1110: Empty the room
- Resource Timothy - Quantity 10
Job task 1240: Decorations and Furnishings
Both Budget and Billable, item 1936-S - Quantity 12
Both Budget and Billable, item 1920-S - Quantity 4
Finally, you will use the Change Dates function to change the planning dates for all planning lines to April 14, 2020.
Tasks
Use the Copy Job function to create a new job.
Update the job card, task lines, and planning lines.
Use the Change Dates function to change the planning dates.
Steps
Use the Copy Job function to create a new job.
Select the Search for page icon in the upper-right corner of the page, enter jobs, and then select the related link.
Select job JOB00010 (Reception Area Remodel).
Select Process > Copy Job.
On the Copy to FastTab, in the Description field, enter Redecorate meeting area.
In the Bill-to Customer field, enter 20000.
On the Apply FastTab, enable the check boxes for the Copy Job Prices, Copy Quantity, and Copy Dimension fields.
Select OK.
Update the job card, task lines, and planning lines.
Select the Search for page icon in the upper-right corner of the page, enter jobs, and then select the related link.
Open the job card of the Redecorate meeting room job.
On the Posting FastTab, in the Status field, select Open.
In the WIP Method field, enter POC.
On the Duration FastTab, in the Ending Date field, enter 06/30/20.
In the Starting Date field, enter 04/01/20.
On the Tasks FastTab, select task 1100, and then change the description to Phase 2 - Preparation.
Select task 1110 and then change the description to Empty the Room.
Select task 1120 and then change the description to Clean the Room.
Select task 1110 and on the header of the Tasks FastTab, and then select Line > Job > Job Planning Lines.
Select the job planning line for resource TIMOTHY and then change the quantity to 10.
Close the Job Planning Lines page.
Select task 1240 and on the header of the Tasks FastTab, and then select Line > Job > Job Planning Lines.
Make sure that the task line has two planning lines of type Both Budget and Billable for the following items:
1936-S: quantity 12
1920-S: quantity 4
Close the Job Planning Lines page.
Use the Change Dates function to change the planning dates.
With the Redecorate meeting room job still opened, on the header of the Tasks FastTab, select Line > Functions > Change Dates.
Enter information in the following fields in the Planning Date section:
In the Fixed Date field, enter 04/14/20.
On the Include Line Type field, select Budget+Billable.
On the Filter: Job Task FastTab, make sure that the Job Task No. field does not contain a filter.
Select OK.