Acumens Advanced Projects

Acumens Advanced Projects is an extension for Microsoft Dynamics NAV and Microsoft 365 Business Central that enhances the standard Project functionality.

The app introduces additional updates on how Project information flows through Sales, Workshop, and Rental processes.

These enhancements include:

• Making Project No. and Project Task No. available and editable across key sales and workshop documents.
• Ensuring Project details and Contracts Details flow correctly to the Project Ledger Entry.
• Copy Document action copies Project No. and Project Task No. from the copied document.
• Update posting logic to support more scenarios, including Sales Orders and posting Fixed Assets to the project ledger.
• Allow users to manually select Project No. and Project Task No. directly on the sales documents, and it will be posted to the Project ledger.
• Post resource costs and cost of items of type service to g/l if WIP method is not selected. Job journal does not post resource costs to g/l except via WIP.

Project No. and Projects Task No. are updated to be visible by default fields on the document lines. These fields allow users to link sales, workshops, and rental documents directly to a project.

To use the fields on a document:

• Open any of the above documents.
• Go to the lines.
• Enter Project No. and Project Task No. for each line that relates to a Project.
• Continue processing the document normally.

On Rental Invoices and Credit Memos, the Project fields are available on both Rental Contracts and Rental Sales Documents, Project information for Rental Invoices and Rental Credit memo will flow from the Rental Contract when the document is created.

To update the Rental Contract and select the Projects fields. Any Rental Invoice or Credit Memo created from this contract will automatically inherit these values.

Create a Rental Invoice.

Project information is available on the created Invoice.

Standard Business central does not copy over Project information to the new document when created via Copy document action.

Copy Document.

When you use Copy Document on a Sales document, the system will also copy the Project No. and Project Task No. from the original document.

• Create a new Sales Quote, Order, Invoice, or Credit Memo.
• Choose Copy Document and select the source document.
• The new document will include the same project details.

Make Order / Make Invoice from Sales Quote.

When converting a Sales Quote using either Make Order or Make Invoice actions, the Project fields are automatically transferred to the new document.

Example for Make Order.

The resulting document will include the same project information.

The app introduces additional updates on how project related transactions are posted to Project Ledger.

Manual Project Selection on Sales Documents.

By default, Business Central does not post to the Project Ledger when project fields are manually entered on sales documents.

With this app, users can manually select Project Details on a sales document, and it will be posted to the project ledger.

• Create a new sales document and select project information.
• On Post, project ledger and project planning lines are created.

Sales Order Posting to Project Ledger.

Standard Microsoft Business central only supports posting to the Project Ledger from Sales Invoice and Sales Credit Memo.

This app adds support for Posting from Sales Order and EQM Workshop Orders.

• Create a new Sales Order.
• Ensure Project fields are filled and post sales orders.
• Project Ledger Entries and Project planning lines are created for the Sales Order.

Workshop Orders Posting Project Ledger.

In addition to standard sales orders, this app also adds support to Posting from Workshop Orders.

• Create a new Workshop Order and ensure to select Project fields, the post order.
• Entries are posted to Project ledger.

Posting Fixed Asset Sales to Project Ledger.

Microsoft Business central only supports posting to the Project Ledger for Resources, Items and G/L accounts.

This app adds support for Fixed Assets i.e. if a sales line has Type = Fixed Asset this also posts to the Project Ledger.

• Create a sales invoice and add a fixed asset and enter project details.
• Release and Post Invoice.
• Review related Project Ledger and Project planning lines.

Posting EQM Objects to Project Ledger.

This is a standard EQM feature. Rental Objects will be posted to the Project Ledger as G/L account.

• On Rental Contract, select Project fields and ship the objects.
• Create rental Invoice. Review the Object and project information on the created invoice.
• Post the Rental Invoice.
• Review Project Ledger.
• EQM Object No. and Rental Contract No. will be updated on the ledger.
• The planning line is also created automatically.

This feature allows posting resource costs and cost of items of type service to the g/l if WIP method is not selected on a Project. In standard Business Central, Project Journal does not post resource costs to g/l except via WIP.

To Post Resource cost to the G/L:

• Enable feature on setup.
• Create Project and update task lines
• Update planning lines to be posted.
• Create Project Journal lines.
• Open Project Journal lines.

  Post Project Journal lines

  
• Once posted, the usage will also be posted to the G/L account based on each resource posting group.