Hello,
I have the following scenario: For a customer, i need to delivery 10 pcs of Item 1 and to invoice only 5 through the Project module (partial invoice). In order to achieve this, I use the following steps:
- on a project, I have an Item Requirement for which the system creates a sales order with type Item Requirements (qty 10, unit price 10, net amount 100)
- after creating the sales order, the sales dept want to offer an additional discount. So, I change the type to Journal and update the discount on the sales line and the sales amount is updated (discount 1, updated net amount = 90)
- change back the type to Item Requirements
- post the packing slip for that item
- a Posted transaction is created on the project level (qty(10)*sales price(10) = 90 (line amount))
- I need to create an invoice only for qty 5. I adjust the posted transaction, split the line in order to have 2 transactions, each with qty 5 and change the line property to "no charge" to line 1 in order not to be proposed for invoicing
- the new lines have qty*sales price = sales amount: 5*10=50 and on the invoice proposal, I don't have the sales discount.
My question is: is there a workaround in order to partially invoice a posted transaction or other way to my proposed solution but to still keep the sales discount?
Thank you,
Zippy
