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Job Cost integrates with Sales Order Processing (SOP). In addition to invoice costs being updated in Job Cost, you can use the full invoicing system of SOP, including pricing, invoice formats, and line item taxes.
When entering inventory transactions using SOP, you can choose whether to bill through SOP or bill through Job Cost.

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Note
If using SOP invoicing, we recommend that you enter all inventory and purchasing items as SOP transactions.

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If you are using SOP to bill jobs, you must assign the appropriate billing type and contract type to the job, and choose the sales/revenue accounts to be used.

Step 1: Set up billing and contract types for jobs

To bill jobs using SOP, the jobs must contain a billing type of SOP and a contract type of Fixed Amount.

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From the Billing Type drop-down list, choose SOP. 

Note
You cannot change the billing type if unposted transactions exist for the job.

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Step 2: Choose sales/revenue accounts

You can choose whether to use Job Cost or SOP sales/revenue accounts for billing jobs.

1. Choose Microsoft Dynamics GP > Tools > Setup > Job Cost > Job Cost Setup > Posting Options.
2. In the Sales/Revenue Accounts for SOP Billing From section, choose the accounts to be updated for billing SOP transactions. Choices include Job Cost and SOP. If you are using the revenue recognition percentage-of-completion posting method, the Job Cost radio button is selected automatically and cannot be changed. If you choose Job Cost, the accounts set up in the Invoice Accounts Setup window (Microsoft Dynamics GP > Tools > Setup > Job Cost > Account Setup > Invoice Accounts) will be used. If you choose SOP, either the item or customer accounts will be used, as set in the Sales Order Processing Setup window (Microsoft Dynamics GP > Tools > Setup > Sales > Sales Order Processing).
3. Choose Save.

When you're finished setting up SOP invoicing in Job Cost, you can enter and post inventory transactions using SOP.

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You can enter and edit inventory transactions using SOP.

Step 1: Complete the sales transaction entry window.

1. Choose Transactions > Sales > Sales Transaction Entry.
2. Enter line items, and use the expand button to enter details for each line entry.
3. Complete the window. See the Microsoft Dynamics GP Sales Order Processing Manual for more information. When a transaction is created for a quote, the transaction will have a $0 amount in Job Cost, although the information is saved in Microsoft Dynamics GP and is available when you transfer the quote.

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Step 2: Enter job-related information.

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• If the billing type is SOP, which indicates you are billing through SOP, the Signature SOP Transactions window opens.
• If the billing type is not SOP, which indicates you are billing through Job Cost, the Sales Order Processing Transactions window opens.

Enter a Cost Code and choose OK. 

Note
For SOP billing-type jobs, you cannot add a new cost code if the invoice contains an item with an item type of Services.

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Note

The association between the job and the inventory transaction is broken after you save the window. If you want to enter multiple inventory transactions without exiting the transaction window, make sure you re-select a job for each transaction. This ensures the document is linked to the job as an inventory transaction and does not result in the creation of an accounts receivables transaction. Once you have saved the Signature SOP Transactions or Sales Order Processing Transactions window, you can access the window thereafter using the expansion button attached to the Job Number field in the Sales User-Defined Fields Entry window. When you save an invoice or return, the costs are increased in the Committed Costs column of the Job Status window (Inquiry > Job Cost > Job Status). When you post an invoice or return (if posting to Job Cost), the costs move from the Committed Costs column to the Posted Costs column in the Job Status window. Because only invoices and returns can be posted, orders and back orders must be transferred to an invoice before they can be posted. If the Enable Quantity Cancelled in the Sales Order Fulfillment check box is marked in the Microsoft Dynamics GP Sales Fulfillment Order/Invoice Setup window, the committed cost on Job Cost invoices will be reduced.

Tracking warranty part transactions through SOP

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You can create warranty transactions that allow you to track warranty replacement items by customer. The standard sales transaction can be modified automatically to use different posting accounts for warranty item reimbursements and replacements than are used for new sales.

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Before completing warranty parts setup, think about the account masks that you want to overwrite the default sales, receivables, and COGS accounts for each line item. The main segment of each posting account is overwritten, and the resulting accounts are used on the transaction.

Example: 
Sales Account: 000-2110-00
Sales Mask: 300-????-?? 
Resulting Account: 300-2110-00

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1. Choose Microsoft Dynamics GP > Tools > Setup > Service Management > Invoice Setup > Warranty Parts Setup.
2. Complete the following fields, as necessary:
   • Invoice ID: A
     A SOP invoice of this type will function as a warranty transaction. You can zoom on this field if you want to create a new Invoice ID for this purpose. You can set up as many warranty invoice types as you like.
   • Tax Schedule ID: Choose
     Choose a tax schedule to fill onto the warranty transaction. If you leave this field blank, the tax schedule fills based on the customer.
   • Sales Mask, Receivables Mask, COGS Mask: If
     If you want to use separate accounts to track replacement parts and reimbursements, define the main segments of the accounts that you want to use. These masks overwrite the main segments of the default posting accounts on the transaction. See About warranty accounts. If you choose to leave these fields blank, the default accounts for either the item or the customer fill on the transaction, as defined in SOP setup.
   • Customer ID, Address: Choose
     Choose the customer that is assigned to the warranty and who will reimburse for the cost of the replacement part.

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1. Choose Transactions > Sales > Sales Transaction Entry.
2. Complete any necessary fields, including the following:
   • Type: Choose
     Choose Invoice.
   • Type ID: Choose
     Choose an Invoice ID that was defined as a warranty transaction in the Warranty Parts Setup window.
   • Customer ID: Choose
     Choose the customer who is receiving the replacement item.
   • Customer PO Number: You
     You can use this field to enter the warranty claim number.

After you choose the type ID and customer, the following modifications occur to turn the sales transaction into a warranty transaction:

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