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Create a new Analysis 3 code for the project/order

Set up 1

Create Job Costing lines for each product
setting quantity, revenue, cost and period of sale

Set up 2

Create Job Costing lines to assign Employees time to the project
Standard employee rates can be changed

Set up 3

Add sundry overhead costs to be incurred
such costs can be allocated to different periods

Set up 4

When the Job Costing Lines are complete
Convert to a Budget

Set up 5

When the Job Costing Lines are complete
Create a Customer Quote

Use the Quote for actual quantities/amounts to be invoiced

Set up 6

To review and control Actuals with Budget
Set the Job Cost budget as the Active Budget and restrict the range under Financial Reports

Set up 8

Use the Profit and Loss Financial Report to review performance

Set up 9
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