Hi,

We're running PJC 5.4 and I'd say this is our most important module.

I'm looking for some sort of order book for PJC which allows us to report on the value of projects we are running.

Basically something similiar to what is done in O/E, just for PJC.
In O/E every order can have a salesperson, region or lots of other details assigned to it which I'm able to report on.
However, we run projects, not a warehouse - and the projects we run are set up in PJC after we receive an initial order, then there might be variations to this project resulting in a variation order.

How can I retrieve this order information from PJC for the use in a sales statistic?

Have you looked at the Development partner products?

http://www.sagepss.com/Solutions.aspx?p=4

Otherwise if you know which table and fields you are looking for, you could write a custom report.

Hi Kurt,

thanks for the link. Quite some interesting applications there but unfortunately not what I'm looking for.
A customized report wouldn't work for me as well, cause the data is not recorded anywhere.

As mentioned I can have an order book with all the details I want if I enter orders in O/E.
But what if the company running Accpac doesn't sell inventory items but services? Where can I record orders for that? What would Accpac recommend?

PJC is fairly good, but the rest of Accpac is way to focused on customers with a warehouse selling goods not services. Accpac is not for project engineering.

Services = Non-stock items.  That's how we do it at my company.

Thought of that as well.

And what do you do for invoice forecasting and planning of your cash flow?
Using O/E?

I don't have an answer for that, I don't handle the finances.

I don't know if financial would be any different from other sales, doesn't the sales report give you the number and statistics so a trend report could be constructed?

For Cash flow, as far as I know, it has more to do with GL, right?

Maybe cash flow is not the right term and milestone invoicing fits more here.

We run large projects, some over several years. Some are fixed price others time and materials.
For fixed price projects we usually do milestone invoicing at 30%, 60% and 100% completion of the project.

So we basically need to enter milestones - our future invoices - to be able to predict our income in say 6 months time.

In my understanding this information should be captured in a 'PJC order book' together with details such as sales person, region etc.
It then allows me not only to verify, that the complete order has been invoiced and nothing forgotten, I can also see how much money is likely to come in in the future.

I don't think I know enough about PJC to answer your questions. Maybe you could give us a call and one of PJC specialists could share some opinion regarding the user requirements.

Who would I have to call?

You may reach Accpac support @ 1-800-253-1372