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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / In time & Material...
Finance | Project Operations, Human Resources, ...
Answered

In time & Material Project type: how to issue an invoice without consumption journal? or without updating the Cost?

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Posted on by Community Member

We are using time material projects, sometimes the customer requesting a project invoice but we don't want to post the item journal, we are not using WIP so once we post the item journal or Inventory will be credited and the cost will be debited.

suggested solution: creating a new location & change the posting setup for the item journal to post to that location account instead of posting to the cost account, later on, the user will clear this location with the cost account, I'm pretty sure that this is not the ideal solution so if you can provide a better option this will be highly appreciated.

  • Marcob45 Profile Picture
    Marcob45 105 on at
    RE: In time & Material Project type: how to issue an invoice without consumption journal? or without updating the Cost?

    Hi Mohammed,

    For T&M Projects if you need to invoice a customer but don't want to associate it with a cost transaction you use a Fee transaction type which only records as a sale transaction unlike item/expense/hour where PMA creates both cost & sales entries.

    For fee categories you can also choose to accrue the revenue automatically on the T&M project groups setting or manually by posting the transaction and then using the accrue revenue option on the project record.

    You will need to set up a Fee category group and category plus related ledger postings to use if you don't already have them.

  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 292,516 Super User 2025 Season 1 on at
    RE: In time & Material Project type: how to issue an invoice without consumption journal? or without updating the Cost?

    Hi Mohammed,

    You can post an invoice which is not related to hour, item or expenses using the fee journal, on-account transactions or using the free-text invoices. All these three options are not related to cost.

  • Community Member Profile Picture
    Community Member on at
    RE: In time & Material Project type: how to issue an invoice without consumption journal? or without updating the Cost?

    Hello André, we are using the T&M type of projects and as you know the project invoicing is based on the posted journals either hour, item, or exp journal. now in some cases, we need to issue an invoice to the customer but we don't want to post any journal because we don't want to affect the cost.

    so what are the options available to do so?

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 292,516 Super User 2025 Season 1 on at
    RE: In time & Material Project type: how to issue an invoice without consumption journal? or without updating the Cost?

    Hi Mohammed,

    I'm not able to understand your question. Can you elaborate on the current process and steps you perform to post the requested invoice and what you do when posting an item journal? If you post the invoice without items, what transactions are created to be able to send this invoice?  

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