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Sales Invoice for Job Without a Job Planning Lines

Posted on by 50

Good evening,

We have recently implemented Business Central. While we are still learning all the in's and out's of the product, we are already reaping benefits.

However, as with all businesses, we have our quirky, one-off circumstances. 

I hope you can help me.

At the end of a construction project, we can have materials left over that is more costly to return to our HQ than their value; we often sell the materials to the customer. I want to record the income from the sale against the job but without increasing the "Billable (Total Price)". We use the Billable total as our income budget for the job, which this income is not part of. 

The materials sold may not have a matching budget job planning line as they are usually project overhead items.

I want to raise a sales invoice for a job without using a billable job planning line but have the income used in any WIP calculation.

Is this possible?

Any guidance would be appreciated.

Thank you in advance for your help.

  • Suggested answer
    RE: Sales Invoice for Job Without a Job Planning Lines

    Josh,

    Thank you very much for the suggestion. I am currently testing the mechanics of the process.

    Regards,

    Michael

  • Suggested answer
    JAngle Profile Picture
    JAngle 33,155 on at
    RE: Sales Invoice for Job Without a Job Planning Lines

    Have 2 job planning lines. One with a positive qty. and one with a negative qty. the total impact is then 0 to the total billable. Just don’t create the sales credit that the minus qty. line represents

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