Microsoft NAV Dynamics Cost Control Software » Job Manager

Tree Map Visualization

Rick Baxter — Wed, 14 Sep 2011 21:09:21 +0000

Here we go again. Tree Map Visualization displays your selected data by size and by color. This grid view helps you find specific attributes of your data which otherwise would have been missed. Some people refer to this as a “Heat Map”, showing the important items by size or by color.

Cost Control Software has added 8 Tree Maps to our Foundation Pack Database. They are all tested and ready for you to set the desired criteria to analyze your data. It is great at spotting exceptions or unusual situations.

Enjoy The Show:

Tree Map Visualization is a post from: Cost Control Software

Time Line Visualization

Cost “True up” to Actual Cost

Rick Baxter — Fri, 22 Jul 2011 13:25:53 +0000

During production costs are accumulated from many sources: Labor, Materials, Subcontractors, Freight, Site Services, and other. As you post Partial Production, you have to use an estimated or standard cost as the cost of the Finished Good. But, when you complete the Job, you then know the actual cost each. And, this actual cost each is often different from your estimated cost each.

What do you do? You want to go back to your previous postings and “true up” the cost to the actual cost each. You can now do this by activating the “True Up” feature in Job Manager. Go to advanced setup and check the option to True Up previous partial productions with the finalized cost each upon Job Completion. Job Manager will now make adjusting Item Value Entries to bring the cost each to the desired actual cost.

The best part, this new feature is included at no charge for clients on our Job Manager Maintenance plan. Just get upgraded to NAV 2009 R2 and you will receive this new capability and a few other goodies too. If you have a question, leave a comment below or give us a call.

Cost “True up” to Actual Cost is a post from: Cost Control Software

Send Document via e-mail as PDF

Rick Baxter — Fri, 25 Mar 2011 23:58:36 +0000

You are going to love this new enhancement to Foundation Pack. “SendAsPDF” is officially feature #59 of 60. We added the ability to send Quotes, Sales Orders, Credit Memos, Sales Invoices, and Purchase Orders instantly as an e-mail attachment in a PDF format.

You just create the document content as desired, then click “SendAsPDF” and it generates an e-mail with everything automatically filled in.

Here is a sample of the Quote Screen:

: Sample from the Sales Quote Page

Sample of the e-mail ready to be sent:

: Sample of the automatic e-mail prepared for you

How cool is that.

We started with a Blog from the NAV Developers, then added our own twist: Default Values.

Examples: Where to pull the e-mail address, and where to pull all the other content. It can come in blank, and then you just fill in as desired, or set your defaults and let the software do the work.

I just love this little time saving feature. If you are new to NAV, it is not too late to add “Foundation Pack” to your new installation. If you are an old timer, order “Foundation Pack” when you upgrade to Version 2009 R2. I am so excited about this new feature I just recorded a video showing how it works.

Watch the Video, then leave me a comment below. Thanks, Rick

Send Document via e-mail as PDF is a post from: Cost Control Software

Why Microsoft Dynamics NAV 2009?

Rick Baxter — Mon, 15 Nov 2010 19:40:31 +0000

I am often asked why should I purchase Microsoft Dynamics NAV. There is NO elevator answer to this question, there is only a proper listing of the key reasons. But, the first requirement is that the software must “Do what the customer wants”. Sometime it is ”can the software be made to do what the customer wants”.

Spend time with the prospect/customer to document the key requirements, then do a Fit-Gap analysis to calculate the percentage if fit. NAV is usually a 80% fit right out of the box. The consultants bring in the right Add-on product to complete the last 20%. Hint: Cost Control Software has over 24 Add-on Products for NAV to help obtain that last 20%. Ask for a Product Catalogue here.

Rick’s 12 Reasons Why NAV:
No more complex commands to run your software, Dynamics NAV is a simple intuitive tool

Real time processing makes rapid and informed decisions

Your staff will collaborate more effectively internally and externally

When your needs change, you have the ability to respond to those changes

A standardized user interface will simplify business processes

As your business grows, you can scale your software to match

With instant “roll back technology” Dynamics delivers the highest level of database Stability for a Trusted Business Computing Experience

Empower your users with a unique and tailored Role Center per person for quick access to key information

You eliminate islands of data with a common database for all users of your companies information

Worldwide processing with the ability to work in your preferred language and currency

Dynamics is a complete Quote to Cash, Business Management solution

Most Important; you are backed by a world wide support Channel of expert Resellers, Consultants, Developers, and Trainers

In the comment box, enter your favorite reason for NAV.

Why Microsoft Dynamics NAV 2009? is a post from: Cost Control Software

Job Manager RTC Training released

Rick Baxter — Wed, 28 Jul 2010 21:24:02 +0000

We are pleased to announce the completion of our Job Manager 2009 RTC Training Class. ($795)

We have re-recorded all the segments from the Classic and added many new topics to assist new end-users launch their Job Manager installation correctly.

This class is also ideal for our Classic customers who are upgrading from a previous version of NAV to the newer Role Tailored Client. (RTC) You will find this new user interface is much quicker to navigate, and gives much greater access to the underlying data.

When you order “Job Manager Training” you now receive both the Classic Version and the RTC Version for the one low price.

Warning: The Job Manager class is very detailed and we estimate that a new user will take between 2 and 3 days to complete the learning segments.

Even if you are not going to use the Estimating part of Job Manager we still encourage you to watch this section. Some time in the future you might work into utilizing the Estimating capabilities of Job Manager.

You can order on-line, by phone, or use the ‘contact us’ option to request more information.

Job Manager RTC Training released is a post from: Cost Control Software

Billing options for Job Manager

Rick Baxter — Fri, 07 May 2010 18:54:07 +0000

Check this out. We have identified 8 different types of Invoices that Customers ask for. Knowing which one is right for you is difficult to identify.

Cost Control to the rescue. We have listed all EIGHT on the “Job Billing” Web Page. We (Ben) have also recorded a short video that shows how each of them works. It is up to the end-user to now select which method works the best for them.

I hope this page helps you identify the correct procedure for you. As always, when in doubt, give Cost Control Software a call.

View the 8 Billing Options here.

Billing options for Job Manager is a post from: Cost Control Software

True cost of a Job

Rick Baxter — Fri, 16 Apr 2010 19:47:25 +0000

Projects always come in under budget if you don’t post any costs to them. Projects always come in under budget if you don’t post all job related costs to that job. Don’t teach the computer to lie to you. Be honest with your entries and if a cost is job related post it to that job.

If the entry is going to push the actual cost over the estimated cost, make the entry! Don’t run and adjust the budget either. You need to know. You can’t fix a problem if you don’t know you have a problem.

Example: A construction company needed 10 loads of Stone delivered to a Job Site. They were using their truck to pick the stone, but only the Invoice for the Stone was getting charged to the cost of the Job. What about the use of their Truck? What about the Driver? What about the wear and tear on the truck?

The typical reason the cost of the truck does not get charged to the job is that it is hard to do. Who is responsible to make the entry and verify it gets posted to the Job Ledger? Same for the truck driver. He doesn’t want to take his time to fill out a Time Allocation Ticket to 8 Jobs each day. So the true cost of the job is light, and revenue opportunities are left on the table.

Solution: Build a “culture” in your business that tracks the details. Empower all employees to post their time and anything else they feel is appropriate to the cost of the job. If Job Profitability starts to fall apart, you are getting a truer picture of the job. Future jobs can be priced more appropriately based on better history.

True cost of a Job is a post from: Cost Control Software