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

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Small and medium business | Business Central, N...
Answered

How to Invoice Ressource for time spend for a customer - Consultant Activities company only

(0) ShareShare
ReportReport
Posted on by

Hi,

I have'nt find out how to deal with this need :
I have consultant ( Ressource ) , how spend time working for different client in the TMA ( Tierce Maintenance Application ) contexte .
So we have a contract for each client , for exemple , any hour spend helping you will be charge for 100 Dollards.
Ok, great.
So all the consultant will have to enter their Timesheet.
Having a look on the Time Sheet of Nav and Business Central, I only see that it is possible to enter time spend for a Job, Service Order, or for a ressource.
I don't have any Service Order, neither a Job , because it is "On demande", and only one invoice is send per month, with all the hours spend by our consultant.
So , my probleme is :
I would like to be able to enter Time SHeet , by ressource and by customer, and by contrat, and then create a sale invoice base on that information.
But , if using Service contrat, I need to create Service order each month.... to be able to select it when enter TimeSheet.....

So, I don't know how to use Nav , Business central as well... to be able to make an Sale invoice, base on the TimeSheet for all ressource, and per Contract ( mean a set of Price define by ressource ,and Work type (Consultancy,parameter,Dev,etc... ) ) .

So, how to deal with a Company which only sell Service, and invoice per hour spend by ressource ?

thank for all your help.

I have the same question (0)
  • Verified answer
    Community Member Profile Picture
    on at

    Hi,

    You can use Job Module . Once the time sheet is posted in job journal, you can go to Job Ledger Entry then use "Transfer to Planning Line" , if you select "Billable" , you can use create sales invoice for the time that user spend for that Job.

  • Verified answer
    Community Member Profile Picture
    on at

    Hi, thank for you reply, and your solution will suit my requirement.

    I can create an invoice through this process base on the TimeSheet.

    But, I have to set the value of Line type to "Budget and Contrat" for all the Ressource Line in the Job line sheet when creating the line from TimeSheet, even if I checked the "Billable" case when posting TimeSheet.

    So ,  the process is :

    Create a job, for each contract

    ( When I said Contrat, it is only the contrat that the Customer will accept, and not a Service contrat in BC)

    This contrat, is represented by a job, with the fare by ressource, GL account, item, etc...

    Work Type like , Consulting, Dev,Course, can be usefull to set a price policies related in the contrat.

    There are 1 or more line in the Job ( I set only one line : a generic one, and use worktype when entering TimeSheet)

    Create TimeSheet,

    Fill and validate TimeSheet with the Job type , and select the Job Matching the Contrat.

    Go to the Job activities journal, and transfert from TimeSheet all the line.

    Have to set the type line : Budget And contrat, or contrat only, and Post the journal.

    Create the Job invoice

    TIPS : if I have post a TimeSheet on a Week, but the Week is on 2 différents month, ex : day 30 and 31 are monday and thuesday, and 01 - 02 are on the current month,  I can Invoice only for the previous month setting the flowfilter to the end of the previous month on the batch job for creating Job invoice.

    And voilà.

    I will see if a customization can do that without any manual interaction :

    -Set Job line type when transfering TimeSheet to job planning

    -Post it.

    Thank you !!!

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

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

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

#1
OussamaSabbouh Profile Picture

OussamaSabbouh 2,785

#2
Jainam M. Kothari Profile Picture

Jainam M. Kothari 1,007 Super User 2025 Season 2

#3
YUN ZHU Profile Picture

YUN ZHU 948 Super User 2025 Season 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans