Hi Mari EB. Is this for F&O only, CE only or integrated? For CE only (and I believe integrated as well) the only solution that I can immediately think of is to:
- Set the hours for the original invoice as non chargeable and confirm the original invoice.
- Reverse the Cost Actuals AND Unbilled Sales Actuals with Journals to have transactional consistency (edited since originally posting).
- Set Project Contract Line Customer as customer B with split billing percent as 100 (original customer's split billing percent will be set to 0).
- Manually create a new Unbilled Sales Actual with Journals (set the project contract line customer to customer B).
- Manually create a new Cost Actual with Journals.
- Create an invoice. This will pick up the new project contract line customer (customer B) on the invoice. Happy times!
This is the first thing that comes to mind. I tried using time entry corrections but as there is billing activity, this can't be done. Also setting a project contract line customer won't change the customer for existing actuals.
Edit:
Instead of creating an UB sales and cost actual with journals, you can also start from scratch with time entries. However, I think it's not a consultant's fault if a PM/accounts receivable makes a mistake with invoicing so I'd push the manual labor to using journal and to a PM/accounts receivable. Then again, journals require VERY good knowledge and precision and a lot can go wrong with them.
Before time entries can be corrected with journals this is a fair amount of manual work. Above all I would voice out to process improvement. Don't invoice before you are aware of the customer to be invoiced. I know it's not black and white but a lot of times it's more about wanting to do things right instead of invoicing quickly to get monthly figures pretty.
