Projects and Job Management Evaluation

Question

I am currently evaluating B1 to see how it will handle Job Costing and processing.  We are a trading company that wants to know sales/costs/margin, actual vs budget on each deal we do.  These are not large construction projects, normally 5 transactions per deal.  B1 doesnt have a Job Cost module, so has anyone built something around project codes or other components in B1?

Answer 1

Kent
Not sure if its of any help, but Ive set up something a little similar to this.  I create a quotation thats effectively used as a call off.  In the quotation I ensure that the cost price is fixed (in fact in the quotation lines you could expand this to include a current price and a budget price or whatever you require).
The user automatically calls off against the quotation.  At the end the user is able to compare the invoice(s) price and cost of goods against the quoted (budgeted).
This approach is simple and easy to use, and ideal if you are doing small projects, but lacks the sophistication offered by the project field in B1 (which enable both purchasing, sales and other financial data to be analysed. 
Best wishes
Dave