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Currently we have a very simple invoicing process in BC:
- Multiple resources are configured with Costs and prices
- End of month we create invoices (without any work orders, projects or other items in the system..) and manually add the resources that worked for a client as line items.
The default prices from the resource cards are taken automatically - we get our invoices out and everybody is happy.. So far :-)
NOW we see more and more need to charge the client with different process for one and the same resource. While I see that i could manually overwrite the resource price in the invoice, I assume (and hope) there is a smarter way to achieve the goal.
So far i understand how to add multiple prices in the "resource price" window and I added some with different "Work Type Codes"
But unfortunately I am not able to select or choose the Work Type Code while creating a new invoice? How can I achieve my goal without manually changing prices..?
Work type is a feature of jobs or service mgt. meaning you would need to use either module to get your desired result. This blog shows how it can be a good feature: www.archerpoint.com/.../using-jobs-and-work-type-codes-control-job-costs-and-prices-microsoft-dynamics-nav-or
If you enable jobs you could also look at timesheets and then create invoices from those or use them to analyse your costs and just bill a flat fee to the customer. Depends on your charging model, but with jobs you can do fixes price or time and materials.
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