Project sales order - non chargeable sales order line

(0) Share

Report

Posted on by dekion

Sales departement is used of entering sales order via sales and marketing and because of that we want to use regular sales order (not item requirement) for project sales orders.

On sales order entry, the person enters a project ID and adds lines to the sales order. The items are free for the customer, but we want to see the cost on the project.

If we set the project category as chargeable, we can invoice the line with a sales price op '0' and a cost gets posted on on the project.

If we set the project category as non-chargeable, we can't see any costs on the project. We can't invoice the line, but no cost comes in the posted transactions.

*This post is locked for comments

I have the same question (0)

All responses (4)

Answers (1)

Verified answer

André Arnaud de Cal... 301,035 Super User 2025 Season 2 on at

Like (0)

Report

Hi Math,

Either you have to use a chargeable line property and a zero sales price or you have to use the item requirements option from the project. Non chargeable means that it will not be picked up by the invoice proposals.

Was this reply helpful? Yes No
Suggested answer

Ludwig Reinhard Microsoft Employee on at

Like (0)

Report

Hi,

If you set the line property to chargeable you write that ... we can invoice the line with a sales price op '0'.

What does sales Price op '0' stand for? Can you explain that?

Further you mention that setting the line property to non-chargeable does not post costs. This is strange because whether costs are posted or not. Do you make use of a project that collects the costs on a WIp account and does you line property allow for that?

It would be great if you could provide some more information on the costing and line property issue because this seems not ok.

Many thanks and best regards,

Ludwig

Was this reply helpful? Yes No
Suggested answer

Daxer Persson 3,005 on at

Like (0)

Report

I think you should add the same item for the billable / non-billable scenarios when you want to compare this specifically.

Line propoerty should not influence visibilty of cost on the project.

I would think visible cost, you have added items where inventory model Group has "Stocked=Yes" and for the non-visible transactions then "stocked=No".

Possibly in combination with the field "Post Financial inventory" which for the non-visiable transactions can be "No" on the inventory model Group.

Was this reply helpful? Yes No
dekion on at

Like (0)

Report

Hi Ludwig

In fact what André is saying, confirms what our testing.

To give you more explanation. We have a simple T&M project and created an sales order. We want to give goods for free on a project. So we add an item on the sales order with sales price 'zero' or in example 100 with 100% discount.

If the line property is not billable and you deliver the goods to the customer (post packing slip). When you create an invoice proposal on you project, you can't select the items and you don't see the item cost cost on your project.

If the line property is set billable and you deliver the goods to the customer (post packing slip). On your invoice proposal you can invoice the sales item with price '0' or '100% discount'. When the invoice proposal is posted (invoice created) you see the item cost on your project.

Was this reply helpful? Yes No