web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

The Next Big Bite | Aussie Classics & Starting Small with Clay Wesener | EP04
Check out the Community Spotlight Video Series
News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Purchase for a Job wit...
Small and medium business | Business Central, N...
Suggested Answer

Purchase for a Job with G/L Account

(0) ShareShare
ReportReport
Posted on by MF Solution 5

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?  

I have the same question (0)
  • Suggested answer
    JAngle Profile Picture
    JAngle 159 on at

    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

  • MF Solution Profile Picture
    MF Solution 5 on at

    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

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

The Next Big Bite | Aussie Classics & Starting Small with Clay Wesener | EP04
Check out the Community Spotlight Video Series

Quick Links

Season of Sharing Community Challenge Winners!

Congratulations to our community stars!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the June Top 10 Community Leaders

These are the community rock stars!

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

#1
OussamaSabbouh Profile Picture

OussamaSabbouh 677 Super User 2026 Season 1

#2
YUN ZHU Profile Picture

YUN ZHU 521 Super User 2026 Season 1

#3
Khushbu Rajvi. Profile Picture

Khushbu Rajvi. 306 Super User 2026 Season 1

Last 30 days Overall leaderboard

Featured topics

Microsoft Training Manuals

Product updates

Dynamics 365 release plans