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Suggested answer

Setting inventory so it doesn't charge to jobs.

Posted on by Microsoft Employee

We are working with a client who is just setting up the inventory module. They would like to assign material items from inventory to jobs for logistics, however, they charge their customers a flat rate for the finished job. The problem we're having is that we're not sure how we can attribute an item to the job without that item appearing on an invoice and ledger.

We're exploring options, and would appreciate any ideas.

  • Suggested answer
    JAngle Profile Picture
    JAngle 33,155 on at
    RE: Setting inventory so it doesn't charge to jobs.

    Budget lines don’t get invoiced. The item is a cost so it will always result in ledger entries. You need it for jobs to determine the profitability. The flat rate might end up being too low for example.

    The results you have are therefore in line with what should take place

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Setting inventory so it doesn't charge to jobs.

    Hi Kim,

    Thanks for your response.

    We tried that out. I had a user create a job journal with a quantity of 5, set to budget. It posted to the Item Ledger Entry , Value Entry and Job Ledger Entry, each with a quantity of 5. Is that what you'd expect to happen?

  • Suggested answer
    Dallefeld Profile Picture
    Dallefeld 11,423 User Group Leader on at
    RE: Setting inventory so it doesn't charge to jobs.

    In a Job Journal, set the Line Type of Budget or leave blank when assigning inventory to jobs. These entries then will not invoice. They will show in the job ledger.

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