Looking for best practices and/or suggestions for Tracking Capital Expense Projects.
Though one can use projects, my preference is to use regular old Jobs. I use them for both CAPEX and Expense cost tracking.
This requires some product group and part class and gl control setup, but actually works pretty well.
I have implemented it (or a version of this process) at more than one company
Paul
If you are a member of EpiUsers, check out the post at this link: https://www.epiusers.help/t/tracking-financials-for-internal-projects/27124. The controller I worked with at the time came up with an IJ (Internal Job) concept. I’ve since brought that to 2 other companies and it works great. FYI - the author is no longer at the phone number listed but there should be enough in the post to get you up and running. I always recommend doing a trial run in a test environment - once you transact part classes and product groups in live you can’t get rid of them.
Good Luck!
Jenn
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