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Dear
I am using project accounting, i am looking for a way to deliver goods to a customer without invoicing it directly , is there a way for me to do that?
i need to create a delivery note for the delivered goods , without directly billing it
regards
Peter,
I'm not familiar enough with that part of PA to help.. but maybe Tanya Henderson would have some time to chime in here..
Hi Peter,
I'm not sure I have a clear grasp on what you are looking for. When you say you are delivering goods to the customer, do you mean they are inventoried items? If so, then I would recommend setting up a Time & Materials project and adding an inventoried cost category to it. When you post an Inventory Transfer that will remove that quantity of the item from your inventory stock and "use it" on the project meaning that your actual cost on the project would increase. You could then turn around and do a billing transaction and make that cost transaction either No Charge (a bill will print but be for $0) or Non-Billable (you won't get an invoice at all). Neither would have an effect on your customer's outstanding balance due to you.
Do you think that would work for what you are trying to accomplish?
Pam
Microsoft Dynamics GP Support
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