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Dynamics 365 Community / Forums / Supply chain | Supply Chain Management, Commerce / Service PO - Lump sum ...
Supply chain | Supply Chain Management, Commerce
Answered

Service PO - Lump sum for travel expenses

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Posted on by Satzumas 5

Hi,

How do we set up a PO for an consultant  and has travel expenses?

We have an cunsultant that is hired for 100hrs @ 50$ an hour.

The consultant also has covered the variable travel expenses. (Lump sum)

Many thanks in advance!

(SAP: One line for the hours, and one line for the lump sum on the PO)

I have the same question (0)
  • MATTGUO Profile Picture
    MATTGUO 22,349 Moderator on at

    Hi Satzumas,

    Do you use project?

    In general, create the purchase order line with category to record the service purchase.

  • Suggested answer
    Junaid Idrees Profile Picture
    Junaid Idrees on at

    Hi Satzumas,

    1. Create a procurement category called "Travel Expense"

    2. Create a PO and select the category, specify 100 in Qty field as total hours and Unit Price $ 50 per hour

    For Lump sum:

    3. Create a new line in the same PO with total amount with Qty. 1.

  • Satzumas Profile Picture
    Satzumas 5 on at

    Hi Junaid and thanks for the reply.

    If we expand the exsample:

    1. PO is created for 1000hrs @$50

    2. Line for lump sum is Qty 1 @  $500(cap)

    This is going to be invoiced monthly by the vendor, and the Lump sum is variable...

    Does D365 support a variable lump sum, with a cap, invoiced montly?

    Best regards,

  • Suggested answer
    Junaid Idrees Profile Picture
    Junaid Idrees on at

    Hi Satzumas,

    1. For 1000 hours, Let's say 100 hours service received in Oct. Just create product receipts for 100 hours and create PO invoice accordingly.

    2. Do you have any agreed amount as lump sum with consultant or it will be changed every month?

  • Satzumas Profile Picture
    Satzumas 5 on at

    Hi Junaid,

    1. that is OK

    2. The Lump sum is the total agreed sum for all the periods the consultant will work for us. let's say the consultant will work for 10 months and travel expenses invoiced will vary every month.

    Best regards,

    Satzumas

  • Suggested answer
    Junaid Idrees Profile Picture
    Junaid Idrees on at

    Hi Satzumas,

    Thanks for the clarification.

    If lump sum amount and agreed contract is for 10 months then the lump sum amount will be splitted up in 10 lines and you can pick each line amount for invoicing.

    You can also specify dates for each respective line and month >> PO Line details >> Delivery Tab

  • Satzumas Profile Picture
    Satzumas 5 on at

    Hi Junaid,

    Many thanks for your reply!

    Best regards,

    Satzumas

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