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When you Purchase items or services for a Job that is posted with an G/L account (Purchase account) with Job Line Type = Billable, how do you setup the related G/L sales account that should be used when an Sales Invoices is created for the Job Planning Line?
Hi Josh
Thanks a lot for your ansewer.
Yes I have that as an backup plan if I cant handle it with setup in standard. Most of the purchase is currently posted directly on G/L account.
I just can't understand how purchase with G/L account for a Job should work without any posibility of setting up a Sales Account. Manually change on the planning lines seems like a big job.
So if I cant do any setup service items will have to be the solution as I want to limit the customarizations.
Thanks
Does it make more sense to use an item of type service here? That way you will use the general posting setup and have a defined posing account for sales and purchase. If you don’t fancy changing that then you need two job planning lines. Budget type line for purchase for you purchase g/l and then another line of type billable for the sale
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