Skip to main content

Notifications

Small and medium business | Business Central, N...
Answered

Sales Invoice for Job Without a Job Planning Lines

(0) ShareShare
ReportReport
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 33,159 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

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Announcing Category Subscriptions!

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Verified Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,359 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,370 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans