Hello Team,
would like to ask about posting type - Project invoice revenue. what i know is this is driven by project category of the item it invoiced.
but as a new business requirement - can we set this up to follow customer group instead?
thank you!
Hi Manabat,
If you assign each customer group a unique sales tax group then you can achieve what you want.
What I would not recommend is modifying this posting logic / configuration form as it affects a lot of processes and the risk that you overlook something is high.
Best regards,
Ludwig
Short answer is: Not possible to setup an invoice revenue account per customer on project posting. the options are clear, you can setup an account per funding source or per project group but nothing else.
Other option to get a revenue breakdown per customer could be the use of a financial dimension (customer fin dimension) so you can run a report based on that, this option is far easier to maintain in the long run and no need of any customization.
BR
Mauricio Saldaña
thanks!, will explore this suggestion.
thank you! will try this as well.
Under review
Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.
As AI tools become more common, we’re introducing a Responsible AI Use…
We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…
These are the community rock stars!
Stay up to date on forum activity by subscribing.
Martin Dráb 683 Most Valuable Professional
André Arnaud de Cal... 563 Super User 2025 Season 2
Sohaib Cheema 398 User Group Leader
