Amount in project-based lines of Invoice not being calculated

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Posted on by dgreen

I've created an invoice from the Project Contract. In the project-based lines section of the invoice, the correct line item is listed, however the amount to be invoiced is zero (when it should have some $$ because actual work has been approved) (refer Capture 1).

3162.Capture1.JPG

When I go into the invoice line detail, the actual work that's been approved is listed but there's no price or amount totals (refer Capture 2).

2677.Capture2.JPG

I've checked the project contract, and the correct project price list is identified and activated. Has anybody come across a similar problem? Or any ideas how to solve this?

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CSF90 on at

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RE: Amount in project-based lines of Invoice not being calculated

Have you added the Consultant role (with a price) to the sales Project Price List used for that Order? It looks as though the system doesn't know what to charge the customer for the resource.
Community Member on at

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RE: Amount in project-based lines of Invoice not being calculated

Hi!

Have you checked price list for this product?

Can you provide a screenshot for invoice line detail form?

Hope this helps

Vlad

http://dynamicalabs.com/

Disclaimer: Any post on this page provided "as is" without warranty of any kind and is for educational and information purposes only. We disclaim any liability arising from any reliance placed on any post
dgreen on at

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RE: Amount in project-based lines of Invoice not being calculated

I had the same thought (i.e. that the invoice isn't associating with a project price list). But when I go into the contract and check project price lists, the company-wide one is listed and does have a price for the consultant. I've even deleted the project price list and added a new one, but no change.
dgreen on at

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RE: Amount in project-based lines of Invoice not being calculated

[quote user="Vladimir Sarov"]

Hi!

Have you checked price list for this product?

Can you provide a screenshot for invoice line detail form?

Hope this helps

Vlad

http://dynamicalabs.com/

Disclaimer: Any post on this page provided "as is" without warranty of any kind and is for educational and information purposes only. We disclaim any liability arising from any reliance placed on any post

[/quote]

Hi Vlad. Yes I checked the project price list and one is associated with this project contract and all the roles have sales prices (which is why I can't understand this issue).

Is the invoice line detail form not the screen shot I inserted in my original post? Below is a screen grab of the Order Line detail from the Project Contract. This looks correct because it has the Consultant Sales Price and Sales Amount. For some reason this information is not being transferred to the invoice:
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dgreen on at

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RE: Amount in project-based lines of Invoice not being calculated

[quote user="dgreen"]

Vladimir Sarov

Hi!

Have you checked price list for this product?

Can you provide a screenshot for invoice line detail form?

Hope this helps

Vlad

http://dynamicalabs.com/

Disclaimer: Any post on this page provided "as is" without warranty of any kind and is for educational and information purposes only. We disclaim any liability arising from any reliance placed on any post

Hi Vlad. Yes I checked the project price list and one is associated with this project contract and all the roles have sales prices (which is why I can't understand this issue).

Is the invoice line detail form not the screen shot I inserted in my original post? Below is a screen grab of the Order Line detail from the Project Contract. This looks correct because it has the Consultant Sales Price and Sales Amount. For some reason this information is not being transferred to the invoice:

[/quote]

Vlad, in trying to find the "Invoice line detail" you mentioned, I double clicked the invoice lines and I think I got to where you were talking about. Interesting, no price was associated with the invoice line item, however the price was "editable" (see screen shot below):

So i popped in the price per unit and it calculated the amount (see screen shot below):

So this has helped solve this immediate problem (by manually entering the price for each line item). Hopefully this problem doesn't occur on all our other jobs.
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Community Member on at

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RE: Amount in project-based lines of Invoice not being calculated

This is most likely caused from the way you have your price lists configured. I would guess you do not have a default Role Price for Consultant. You must have a role price entered that is not assigned to a Contracting unit or else no Price will pull in for that Role.
Darren G on at

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RE: Amount in project-based lines of Invoice not being calculated

Amoon could you explain what you mean by a default role price that is not assigning to a contracting unit? I was under the impression that all role prices must be associated with a contracting/organisation unit (which is how I setup the PSA instance)?
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RE: Amount in project-based lines of Invoice not being calculated

Hi Darren - sorry for the delay in response here. You want to make sure that you have at least one role price for each role. This means you will have a role price of Consultant for each org unit but you also want to have a consultant role price that is NOT associated with any org unit. And of course make sure you have a price and cost list associated for the Project Parameter. Those setup steps provide a default for project pricing. If you are seeing those prices calculate on the Project Contract Line Details like you showed above then perhaps this issue was just due to the contract/price lists not being setup when those transactions were entered? That price calculation is done when the time is submitted based upon the project price list for that project's contract. I hope this is no longer an issue!