Confirmed PO can be show in Project Invoice Proposal

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Posted on by Rohin

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Good Morning All!

I have created Project Purchase Order from Project form. I have attached item (service Item) to PO Line details then i confirmed PO. But it is not showing in Project Invoice Proposal. Is it possible to show it ? please help me on this ?

Thank you!

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Ludwig Reinhard Microsoft Employee on at

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Hi,

Have you posted the PO packing slip and selected that you want to invoice item transactions in the invoice proposal?

Best regards

Ludwig

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Rohin 4,624 on at

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Thanks Ludwig,

I haven't posted Packing slip. Is it necessary to post packing slip to show transactions in Invoice proposal ? please suggest

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Ludwig Reinhard Microsoft Employee on at

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Hi,

You need a Po transaction such as the packing slip. Otherwise nothing can be invoiced. A created Po is not sufficient.

Best regards

Ludwig

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Rohin 4,624 on at

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Hi Ludwig,

Thanks, I have posted packing slip but still it is not showing in Project Invoice Proposal. I would like to tell my PO Item is belong to service item(Non-Physical Item). Please suggest

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Ludwig Reinhard Microsoft Employee on at

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Hi,

Do you have a voucher generated with your packing slip? I assume not because of your non stocked item. If this is the case then there won't be a project transaction and nothing that can be invoiced.

The important thing for the invoice process is that you have a record for invoicing.

Can you check if something is shown in the posted project transactions form?

Best regards

Ludwig

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Rohin 4,624 on at

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No Ludwig , Nothing is showing in Posted transactions for item transactions. Please help me on this

Thank you!

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Ludwig Reinhard Microsoft Employee on at

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Hi,

You need to invoice the Po that you have before it can be invoiced.

To avoid this, can you test the following:

Create an item requirement for your service item

Create a PO out of the item requirement

Confirm the Po and post the packing slip

Post the item requirement packing slip (note that this is a separate different step)

Create the invoice proposal

Best regards

Ludwig

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Rohin 4,624 on at

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Hi,

I have following question about ItemRequirement :

1. Should i need to activate the Project Purchase parameter( Create item requirement , Item consumption) before? and then Create Purchase Order from below screen:

Then do the steps confirmation >packingslip .

or

2. Do i need to create item requirement from below screen:

But from above form i am not able to create Purchase order (as i have already activated Project Purchase Order parameters) .

Please suggest what method i need to follow .

Thank you!

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Ludwig Reinhard Microsoft Employee on at

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Hi,

You first point is a good question and depends on your process flow. If you create a WBS and plan your items there then you can transfer the WBS data into the item requirement form from which you can create a Po. In this case you can't activate the parameters.

If on the other hand side, this WBS transfer to the item requirement is something you don't need, then you can activate it.

The main advantage of not activating the parameters is that you have a closed planning and control circle that allows you a very good control of what had been planned, ordered and consumed.

Activating the parameters comes however at a price in regards to the time costs are posted and invoices can be created.

Unfortunately there is no clear answer to your questions and the best option is probably to test the differences in a demo system together with the end users who can probably decide best what process flow - with or without the parameters active - fits better.

Best regards

Ludwig

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Rohin 4,624 on at

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Thanks Ludwig for suggestion,

I have test both methods :

1. Parameters(Project Purchase Order) are not activated.Create a Item requirement for service Item and Create PO from Item requirement form. Then confirm PO and Post Packing slip for PO. Then Post packing slip for Item requirement from item requirement form.

It works well. Now the transactions are showing in Posted transaction form and visible for Invoice Proposal.

But transactions are not showing COST ?? even i have posted Project Invoice only project revenue is posted.

Then i posted PO Invoice (created before from Item requirement) but Project COST is not posted.

Please suggest do i need to setup any parameter for this?

2. Parameter are activated (Project Purchase Order). Create Project Purchase Order (from Itemtask button ) .Then Confirm PO and Post Packing Slip of PO. I saw it automatically create Sales Order (order type -ItemRequirement) and its status is Invoiced automatically after posting PO packing slip.

it works well also. Now the transactions are showing in Posted transaction form and visible for Invoice Proposal.

But posted transactions are not showing COST?? then i posted Project Invoice only Project revenue is posted.

Then I posted PO invoice( created from ItemTask button) but Project COST is not posted.

In both method , Project Cost is not posted, Please suggest any suggestion.

Thank you!

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