The process
The two main processes for Microsoft Dynamics NAV partners are implementing new projects and providing services such as supporting and upgrading to existing customers. A third process is selling infrastructure and assembling computer systems but this is an extra service, not the core business.
To support the projects (jobs), the company needs people, software licenses, and hardware. The people (resources) need to be carefully planned on the projects as they are the least flexible part of the company. Hardware (items) and software licenses (G/L Accounts) will be purchased from vendors like Microsoft.
The projects can be divided into large and small projects. The larger projects are new implementations and upgrades. Smaller projects are usually implementing small features and helping users with regular support issues.
Invoicing can be done in various ways. New implementations and small projects can be invoiced per billable hour while upgrades are sold at a fixed...
