Cost Control Software » Training

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.

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

Reporting Options in NAV

Rick Baxter — Fri, 16 Apr 2010 19:57:22 +0000

Who writes reports at your office? Reporting is not something your NAV Consultant is required to you. You can do it! Reporting tools are available to every NAV End-Users, but that doesn’t mean the end-user has to learn how to use the tool.

What is available to end-users?
a. Built in Report Designer – Classic
b. Built in Report Designer – RTC
c. Pivotier – Tool to generate RDL Reports
d. Jet Reports – Tool to generate Excel Reports
e. Business Intelligence (Optional Tool Built in NAV)
f. Business Intelligence (Advanced 3rd Party offerings)

The key to successful roll out of any Reporting Tools falls squarely on the shoulders of the end-user. If you are a NAV End-User, then step up and learn the tools. Actually, learn the tool, singular. Management should select the desired level of reporting needed, and then the staff needs to learn to fully utilize that tool.

Most Reporting Vendors offer class. Take the class! For some of the advanced reporting tools it might be as much as 5 days of class, but the results will be dramatic. You should no longer have to rely on a NAV consultant to create your reports, you know your company the best and the data that is desired on the reports. Just to be sure you know Cost Control Software provides Report Writer Training on CD, so you don’t even have to travel and you can re-watch as often as you like.

See the Report Writer Training Information here.

Reporting Options in NAV is a post from: Cost Control Software

Job Planning Lines

Rick Baxter — Thu, 15 Apr 2010 16:26:02 +0000

You use Job Planning Lines to list your expectations of the job, either schedule (what items, resources and G/L expenses you expect to use) or contract (what you agree with your customer that he should pay for the job).

You can set up planning lines for each job task on the job. If you have agreed with your customer that he should pay one total amount for the entire job, regardless of the usage on the individual job tasks, you only have to set up one job planning line of type Contract for the entire job.

Only planning lines of type Contract or Both Schedule and Contract can be invoiced. Planning lines of type Schedule are regarded as not chargeable.

The confusing part is that a “Planning Line” can have multiple uses:
a. BOM
b. Task Cost Estimate Details
c. Billing information

We recommend to our Project/Job customers that you setup lines as either Schedule (Estimate) or as Contract (Price), but not both. Both is too confusing, make two separate entries to make it easier to track.

To assist in the process we recommend you setup tasks for each type of work that you do, to further separate the job allocations. Example: Welding, Painting, Installing, Developing, Training, CNC, or Demolition. Under each of these tasks add your “Planning Lines” to hold the detail estimate of that task.

If your business is project/job oriented you can view a video that shows how a well placed task line can clarify your work breakdown structure.

Job Planning Lines is a post from: Cost Control Software

Manufactruing Tip: MPS or MRP?

Rick Baxter — Thu, 15 Apr 2010 16:12:54 +0000

The terms “running the planning worksheet” or “running MRP” refer to the calculation of the master production schedule and material requirements based on actual and forecasted demand. The planning system can calculate either Master Planning Schedule (MPS) or Material Requirements Planning (MRP) on request, or it can calculate both at the same time. Tip to my readers, run them separately to avoid any confusion.

• MPS is defined as the calculation of a master production schedule based on actual demand and the production forecast. The MPS calculation is carried out for end items that have a forecast and/or a sales order line. These items are called “MPS items” and are identified dynamically when the calculation starts.

• MRP is defined as the calculation of material requirements based on actual demand for components and the production forecast on the component level. MRP is calculated only for items that are not MPS items. The overall purpose of MRP is to provide time-phased formal plans, by item, to supply the right item at the right time, in the right place, in the right quantity.

The planning algorithms used for both MPS and MRP are identical. The planning algorithms concern netting, reuse of existing replenishment orders, and action messages. The planning system process looks at what is needed or will be needed (demand) and what is on-hand or expected (supply). When these quantities are netted against each other, the program provides action messages. Action messages are suggestions to create a new order, change an order (quantity or date), or cancel an order already on order. The term “order” includes production orders, purchase orders, and transfer orders.

Proper planning results depend on the set up done on Item Cards, Production BOMs, and Routings. When you are first setting up NAV,test the effects of changes on the item card’s parameters as it relates to the results of the planning worksheet’s recommendation.

Manufactruing Tip: MPS or MRP? is a post from: Cost Control Software

Job Planning Lines

Job Manager Web Coaching now One-on-One

Rick Baxter — Thu, 18 Feb 2010 18:53:53 +0000

We are pleased to announce that for our Job Manager End-Users, you can now take our JM 2009 Class on a one-on-one basis. This means you can set the start date, and you can set the frequency of the sessions.

If you would like to know more, just give Rick a call. He is the instructor and knows all about the class.

Click here to learn about our “Web Coaching” for Job Manager.

Job Manager Web Coaching now One-on-One is a post from: Cost Control Software

Reporting 2009 RTC

Rick Baxter — Sat, 10 Oct 2009 21:29:34 +0000

Dynamics NAV 2009 Reporting has been extended with more SQL Oriented Reporting capabilities.

Rick is considering creting a new Reporting Class just for NAV 2009 RTC. If you would be interested in this training class, please leave us a comment below.

Reporting 2009 RTC is a post from: Cost Control Software

Visual Drag and Drop Graphical Finite Scheduling

Rick Baxter — Tue, 22 Sep 2009 00:17:18 +0000

We have just added Graphical Finite Scheduling to our Product Line.
I encourage you review your own “Scheduling” needs and decide if a Scheduling
solution would you save you time and improve your operations on the shop floor.

Here are the deciding factors:
1. You have 8 or more Machine Centers or Work Centers to be scheduled.
2. These Work Centers are busy 80% of the Day.
3. Often Job Tasks are backed up 2 or 3 operations deep at a Machine.
4. Constraints such as Time, People, or Inventory could delay operations.
5. You now use a “White Board” to move Tasks around.
6. You want to pay “What if” without touching the current schedule.If these are issues to you, then call us.
We have a solution, and it works with your Dynamics NAV Software.

Click Image to Watch

Click the Image to watch a Full 60 min Demonstration of Graphical Drag & Drop Scheduling.

Visual Drag and Drop Graphical Finite Scheduling is a post from: Cost Control Software

Job Planning Lines

Web Coaching now available for “Job Manager” customers

Rick Baxter — Thu, 09 Jul 2009 21:02:14 +0000

Cost Control Software has added “Web Coaching” for Job Manager. This is not a “Home Study Class”, it is LIVE Web Coaching with Rick Baxter.

Rick will be teaching Job Manager in 8 Easy to Follow Sessions.

Get more information at this link: Job Manager Web Coaching Program.

Next Series Starts: February 9, 2009 at 3:00 PM EST

Web Coaching now available for “Job Manager” customers is a post from: Cost Control Software