How to: Set Up Job Usage Tracking
When you are executing a job, you might want to know how your usage is tracking against your plan. To easily do this, you can create a link between your job planning lines and the actual usage. This lets you track your costs and to easily see at how much work remains to be done. By default, the job planning line type is Schedule, but using the line type Both Schedule and Contract has similar effects. You can set this up for all jobs, or on a per job basis.
After you have set up usage tracking, you can review information on the job planning line. You can set the quantity of resource, item, or general ledger account and then indicate what quantity you want to transfer to the job journal. At a glance, you can tell what remains to be transferred and posted to the journal by checking the Remaining Quantity field.
When the Apply Usage Link check box is selected, and the job planning line type is Contract, Microsoft Dynamics NAV creates a job planning line of type Schedule after you post the journal line.
Note
If the Apply Usage Link check box on the job card is selected, and the Line Type field on the job journal line is blank, then new job planning lines of line type Schedule are created when you post job journal lines. If the Apply Usage Link check box on the job card is not selected, and the Line Type field on the job journal line is blank, then no job planning lines are created when you post job journal lines. For more information, see Understanding Usage and Job Line Type.
To set a default connection between job planning lines and usage
In the Search box, enter Jobs Setup, and then choose the related link.
On the General FastTab, select the Apply Usage Link by Default check box.
When the check box is selected, all new jobs will have the usage link applied.
To set a connection between job planning lines and usage per job
In the Search box, enter Jobs , and then choose the related link.
Select the job that you want, and open the job card. The job status can be set to any option except Completed.
On the Posting FastTab, select the Apply Usage Link check box.
When the check box is selected, you can see the quantity of the resource, item, or general ledger account, and the remaining quantity that has not yet been posted to the job journal. In addition, you can change the quantity that you want to transfer to the journal.
See Also
Concepts
Understanding Usage and Job Line Type