I'm not sure if I've asked this before. We are a construction company and our general process is:
estimate a job cost
issue a quote for the job to customer
quote is accepted (hopefully)
material is ordered - can be from many vendors, or a single vendor
vendor invoices comes in for material
we do either one of the following, or a combination of both: install the material, or ship it directly to customer with no installation provided.
In addition to using JC and AP (and other modules as well) we enter our estimated job costs onto a sheet in excel that lists our total estimated cost for each vendor (freight is listed as well separately on the same sheet), and each time a vendor invoice comes in we enter the actual dollar amount onto the excel sheet to see what our actual costs are vs. the estimated cost to immediately see if we are over budget.
Obviously we are duplicating data entry but I haven't been able to come up with a solution using Adagio only to see the variance between budget and actual as quickly as we can using excel.
Does anyone have a suggestion as we are trying to streamline the paperwork in the office and the duplication of entry into excel and Adagio seems to be not only inefficient, but time consuming as well.
I've tried using Gridview but I'm not able to come up with a report that shows me what the excel is able to provide.
Any ideas?