Skip to main content

Notifications

Finance | Project Operations, Human Resources, ...
Suggested answer

Deliver Good to Customer in Project Accounting

(0) ShareShare
ReportReport
Posted on by 60

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

Categories:
  • Suggested answer
    Pam Peterson Profile Picture
    Pam Peterson on at
    RE: Deliver Good to Customer in Project Accounting

    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

  • Beat Bucher  GP Geek  GPUG All Star Profile Picture
    Beat Bucher GP Gee... 28,021 Super User 2024 Season 1 on at
    RE: Deliver Good to Customer in Project Accounting

    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.. 

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.

Helpful resources

News and Announcements

Announcing Category Subscriptions!

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Verified Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,359 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,370 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Product updates

Dynamics 365 release plans