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Small and medium business | Business Central, N...
Answered

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

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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.

  • 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 !!!

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