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We need to use the 'Vendor invoice' form to enter project related vendor invoices because we are booking them to 'Hour' type project categories, which the invoice journal does not allow. By default, Project related fields; Project Id, activity, line property etc, are not available fields to add from the Vendor Invoice Line Entity/Excel template. We are being quoted > 50 hours to add these project related fields to the data entity and Excel template. Is this reasonable? I feel like it shouldn't be that time intensive. Is there another method to give us a better solution? Has anyone else encountered this issue?
Hi,
Do import and post hour type project categories you could use hour journals.
For those journals you can easily import data from Excel.
If you create separate project categories you can create a posting like:
DR: Project costs
CR: Bridging account
When you receive the vendor invoice, you simply post it against this bridging account in a simple vendor invoice journal.
Wouldn't that fix your issue without making a system modification?
Best regards,
Ludwig
In a simpler world it would work, but there are a few business scenarios that make the vendor invoice a better solution.
1. We would prefer the Sales and the Cost of the invoice to happen on the same transaction so we do not need to enter two separate transactions. We use an offset account in our current system and that results in a large reconciliation at month end.
2. The more important issue is we have a lot of Vendor Invoices that don't get paid until the Customer Invoice that they are billed on get paid. Therefore we need to bill the invoice transaction on the Customer Invoice as we have a modification for retention based on this.
Hi jvermette09,
It could initially sound easy, but now you mention you have customizations already. For a good calculation, there is not only development, but also components like analysis, testing, deployment involved. Do you have the split in activities for this quotation?
Hi André,
28 Hours to Dev the invoice journal template, 28 hours for the vendor invoice template and 45 hours of functional testing.
why don't you use expense categories for the same purpose instead?
You now mention two entities as a customization. If the partner will start from scratch, it might indeed take some time. If this is including some analysis and design the development sounds quite OK for this type of entities. The functional testing is high, but if there are many test cases defined, this would be OK as well. Are they talking about manual testing only?
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