Sage Accpac Project and Job Costing PJC

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Sage AccpacProject and Job Costing (PJC)

• BAASS Accpac User Group November 2007
• Presenter Randy Bacchus, Sage Software

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Project/Job Costing Defined

• Tracking costs incurred on projects to compare
  against estimated costs, and to calculate billing
  for customers

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Sage Accpac Project and Job Costing (PJC)

• Sophisticated project/job cost management
  solution that offers
• Powerful estimating capabilities
• Flexible contract and project management
• Full web deployment
• Comprehensive transaction processing
• Extensive inquiry capabilities with drilldown
• Complete integration with Sage Accpac ERP core
  modules

4
Rollup Levels
You choose the names Contract-Project-Category Jo
b-Phase-Category Job-Phase-Assignment Project-Phas
e-Category etc
You choose the names Contract-Project-Category Jo
b-Phase-Category Job-Phase-Assignment Project-Phas
e-Category etc
Contract Project Category
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Contract Options

• Supports customer contracts (with billing) and
  internal contracts (costs only)
• Contract numbers can have multiple segments with
  validation

Flexible Contract Numbering Up to 5 segments Can
be validated
Flexible Contract Numbering Up to 5 segments Can
be validated
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Flexible Estimating

• Basic
• CONTRACT?PROJECT?CATEGORY
• Standard
• CONTRACT?PROJECT?RESOURCE?CATEGORY

Granularity of Estimates You choose the level of
detail for estimate entry
Granularity of Estimates You choose the level of
detail for estimate entry
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Flexible Invoicing Options

• Time Materials
• Detail or Summary
• Fixed Price
• Detail or Summary
• Cost Plus
• Summary

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Supported Accounting Methods

• Completed Project
• Billings and Costs
• Posts to WIP/Billings
• Accrual-Basis
• Posts to Revenue/COGS directly
• Total Cost Percent Complete
• Labor Hours Percent Complete
• Project Percent Complete
• Category Percent Complete

Percent Complete Calculations You decide how
much to recognize AND when to clear WIP.
Percent Complete Calculations You decide how
much to recognize AND when to clear WIP.
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Full Integration to ERP

• Allows for direct entry of job-related
  transactions or posting updates to
• Accounts Receivable (direct entry)
• Accounts Payable (direct entry)
• Purchase Order (direct entry)
• Payroll (direct entry)
• Inventory Control
• General Ledger

PJC Transactions
Required Modules
Accounts Receivable Invoices Receipts Adjustments
Billings and Customer Invoices
Accounts Payable Invoices Receipts Adjustments
Cost Transactions
Optional Modules
Inventory Control Shipments Adjustments
Material Usage and Returns
Purchase Orders Purchase Orders Receipts Invoices
Committed Quantities and Costs
Payroll (US or CAD) Timecards
Employee Timecards, Labour Costs
General Ledger Journal Entries
Revenue Recognition, Misc Costs
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Demonstration
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Questions?