How to configure a project as both chargeable and non-chargeable for an expense category?

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Posted on by Neeraj_Gudapati

We have created Billable and NonBill as Line properties (using Chargeable toggle) and enabled "Use in project" field for some expense categories. When the default line property for the expense category is set as Billable or left blank, we are not able to save "NonBill" value (We are able to select NonBill from the Billable drop down during expense creation. But, on click of save, Billable field becomes Billable or blank depending on the default value).

We want to leave the option of Billable or NonBill to the users during expense creation. We also want the Billable expenses to be posted against cost account while the NonBill project expenses should be posted against Main account of the category. Currently, all the project expenses (irrespective of the value in the Billable field) are getting posted against cost account mentioned for the expense category.

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Christoph Thaler 5,442 on at

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Hi Neeraj_Gudapati .

Do you record the expense against a project? Maybe you have a setup on the project to have it billable all the time. I`ve checked it in a standard contos environment. Its not problem, I can decide whatever I want and it is saved as decided. What happens when you record it without a project id?

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AlinaC on at

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Hi Neeraj,

Please let me know on which version are you testing as I was not able to replicate the issue in standard Contoso.

Default line property can be set for the project, project group, any categories or category group. However the default line property on the project itself will take precedence.

Even if this is the case, manually changing the line property at transaction level should be possible.

It would help if you can provide more details on the set up and steps.

Is the issue occurring even if the expense is not related to a project or with other project transaction types?

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Neeraj_Gudapati 10 on at

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Hi Christoph,

No, I don't have default line property for my projects. But, I do have default line properties for my expense categories. When I try to change them during expense creation, they are returning to defaults. When I remove the default line property for my expense category, the value I selected is vanishing as soon as I click on Save.

After seeing your reply, I tried under USMF in Contos environment. It worked for 5 minutes. Then I started comparing those line properties for different types of projects with my line properties. Then mysteriously the problem I was facing appeared in Contos as well. I know for sure I didn't make any configuration change during my testing. I was only testing with different types of projects (Time & material, internal etc.,) at expense creation level.

Now, I am totally clueless.

Regards,

Neeraj

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Christoph Thaler 5,442 on at

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Hi Neeraj.

If you test in Contoso please share details (D365 version, legal entity, category, screenshot of your expense line). I have multiple Contoso enviromnents available and can check on my side as well.

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Neeraj_Gudapati 10 on at

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Hi Alina,

I am working on the following version.

2019 release wave 2

Installed product version : 10.0.8 (10.0.319.10005)

Installed platform version : Update32 (7.0.5493.35497)

I am using "internal" projects. I never had a default line property for projects, project groups and category groups. I did have default line property for projects (Does this mean I cannot change during submission?). But just for the sake of testing, I even removed that. Then whatever value I am selecting is getting vanished on click of Save.

Note: I am only selecting Billable or NonBill options for project expenses. I don't have any issue with non-project expenses. Also, I am able to submit reports with default line property values (when configured at category level) for projects.

Regards,

Neeraj

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Neeraj_Gudapati 10 on at

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Hi Christoph,

I'm using 2019 release wave 2 version.

Installed product version : 10.0.8 (10.0.319.10005)

Installed platform version : Update32 (7.0.5493.35497)

Here is my configuration.

Legal Entity

Line properties

Project

Project Group (By default this was Billable. I changed it to blank for my testing.)

Category

Category Group

After selecting from Billable drop down

After clicking on Save (I know that this image makes no sense and a video would help)

Note: I do know this isn't the Internal project type I needed. But, I wouldn't expect a different result with an internal project type.

Regards,

Neeraj

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Christoph Thaler 5,442 on at

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It`s really strange. I have prepared 1:1 the same setup and it works as expected. in the beginning the field is empty and I can decide regarding "billable". The decision is saved.

Do you have any modification in place or is it a pure Contoso?

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AlinaC on at

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Hi Neeraj,

I still cannot replicate the issue, so I would suggest to log a support request so we are able to investigate/ debug in more detail on your environment.

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Christoph Thaler 5,442 on at

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Moment, I was able to reproduce it in my environment. There was set setup in "Project/group line properties" that defaulted my value. When I delete this line I have exact your behavior.

When I enter a new line the field is empty and mandatory

as soon as I enter a value and refresh the field is empty .

So for me it is a bug.

Please report a bug in LCS to be fixed by Microsoft

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Neeraj_Gudapati 10 on at

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Hi Christoph,

Do you remember what line you deleted in "Project/group line properties" that resulted in values getting defaulted?

Also, can you please confirm if the billable field is reverting to the default value when a non default line property of the expense category is selected and saved?

Thanks,

Neeraj

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