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18We are a service company and work with the BC project module. We always have projects where we sell the customer a pool of hours and can then book these during the project until they are used up. So it‘s an upfront payment. Unfortunately, we have not yet found out how best to map this in BC.
This is how we have done it so far:
1. creation of a new project
2. create task for the pool of hours as budget and billable
3. e.g. 100 hours assigned to this task
4. Assign a resource to the task
5. Post and send invoice to customer
Now, if the employee books hours as billable to this project, which is also assigned as a resource, everything works great. So he is aible to consume the hours, which we have assigned to this task.However, as soon as another employee books on this task, the line is charged to the customer and not deducted from the pool of hours. Several people work on our projects at the same time and it should be possible for us to deduct this from the same pool of hours.
How can we best solve this in BC? Maybe it is not possible to handle that in BC out of the box, maybe we are doing something wrong. Can someone help us how to handle that in BC?
This is how we have done it so far:
1. creation of a new project
2. create task for the pool of hours as budget and billable
3. e.g. 100 hours assigned to this task
4. Assign a resource to the task
5. Post and send invoice to customer
Now, if the employee books hours as billable to this project, which is also assigned as a resource, everything works great. So he is aible to consume the hours, which we have assigned to this task.However, as soon as another employee books on this task, the line is charged to the customer and not deducted from the pool of hours. Several people work on our projects at the same time and it should be possible for us to deduct this from the same pool of hours.
How can we best solve this in BC? Maybe it is not possible to handle that in BC out of the box, maybe we are doing something wrong. Can someone help us how to handle that in BC?
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