Dynamics Community Forum Thread Details

Job Journal / Job G/L Journal transferring from G/L to item in planning lines

Issue:

On a monthly basis we receive invoices that we park onto the balance sheet until such time we know which job to allocate this. The following month we reclassify these costs and cost them to particular jobs.

These are recorded as a G/L Account Line Type.

What we want is a way to easily reclassify these G/L Costs and allocate them to a job and to a specific planning line.

Current Potential Solutions

Currently we have investigated and looked at:

1. Posting G/L and Job Journal

To transfer the costs onto a job the currently method is to raise a G/L Job Journal to transfer the costs to a job and task. Our item on the planning line is an item but our costs are G/L Account type.

- Post the transfer of costs onto a job via a G/L job Journal.

- Raise a Job Journal to record the usage of the item on the Job

The issue is that G/L Job Journal does not have the "Item" Type avaliable. We have to raise 2 seperate journals (1x Job G/L Journal 1x Job Journal) to be able to balance the cost allocation. This is a cumbersome process as we have to book in multiple areas.

Is there a method where we can just book directly to the line?

Quick Links

Leaderboard > Small and medium business | Business Central, NAV, RMS