Implementing Microsoft Dynamics 365 Business Central On-Premise - Fourth Edition

Resource planning

Many companies use resource management to track the time and effort that is involved in providing services; for example, an employee may visit a site to talk with a customer about a project. This time and effort can be charged to the customer on a sales order.

Resource planning is integrated with jobs, services, and assembly orders. When resources are used or sold in a job, for example, the prices and costs associated with them are retrieved from the information set up in the resource planning area.

But before you can start selling services and jobs, or assigning resources to assembly projects, you must set up information about policy and pricing, which can be used in resource transactions. All pricing information is adjustable. ...