Progress Claims
Create progress claims depending on the invoicing setup on the job. You can define a job as Time & Material or Fixed Price and create job-specific invoices such as Cost + Factor or % of completion.
- Create all progress claims in batch for a specific period
- Progress Claims per Customer are created from the WIP reports
- Change the amounts and/or percentages to be invoiced
- Send (email, hard-copy) to the customer for approval
- Approved the progress claim and create the Sales Invoice
Learn more about Acumen Advanced Jobs & Services Progress Claims here
Variations
Create extra work for the jobs as a separate variation. Keep track of budgets and actuals (cost and sales) for the entire job or per variation.
- Manage variations from both a cost and revenue perspective
- Variations can follow the invoice type of the Base contract or have their own processing
Learn more about Acumen Advanced Jobs & Services Variations here
Retentions
Manage retention on both customer and subcontractor level
- Manage retention (fixed or variable) when creating the sales invoice
- Keep track of the retentions held by the customer and create the retention invoice at completion of the job and after the remainder after a fixed period (usually 1 year)
- Define a retention schedule on the project to automatically calculate the retentions held on each invoice
- The retention management screen provides an overview of all retentions held on the jobs and when they are due to be billed
Learn more about Acumen Advanced Jobs & Services Retentions here
Tender Management
The Advanced Jobs & Services Tender & Opportunity Management module enhances the opportunity management module from standard Business Central.
Learn more about Acumen Advanced Jobs & Services Tender Management here
Reporting
Microsoft 365 Business Central offer powerful reporting tools that help you visualise several project factors in a variety of views.
Learn more about Acumen Advanced Jobs & Services Reporting here
Time Sheets
Time Sheet Administrators can use the Create Time Sheets batch job to set up time sheets for a specified number of time periods or weeks for specified users – enabling the time sheet owner to record and review the time spent on a task.
Learn more about Acumen Advanced Jobs & Services Progress Claims here
Pricing Calculations
The calculation of the cost and sales budget of the Tender/Opportunity can be done in or outside of Microsoft 365 Business Central.
Learn more about Acumen Advanced Jobs & Services Progress Claims here