What must be set up for successful calculation of the Fixed Price billable lines?

Created by GM Support, Modified on Fri, 27 Sep, 2024 at 9:59 AM by GM Support

In Business Central:

  • Default Issue Resource (Jira Connect Setup > Resource section)


  • Fixed Price Default G/L Account (Jira Connect Setup > Project section)


  • Edit G/L Account item


    - For Fixed Price, the Account Type = Posting in the Account Card

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    For calculation of Fixed Price lines, General Business Post. Gr. should be selected in the account card

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    - For calculation of Fixed Price lines, General Product Posting Group should be selected in the account card)

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    - Specify VAT Product Posting Group

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  • Go to the Resources tile


     

  • Edit the current Resource

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  • Check the Unit Cost and Unit Price mandatory fields

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In Jira:

  • In the issue menu, indicate the Original Estimate, Due Date (in the More fields list), and the BC Contract Type = Fixed Price


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Note: For detailed instructions on how to add the Due Date field in Jira, refer to https://confluence.atlassian.com/jirakb/due-date-field-is-missing-189431917.html


Sync Process (in BC):


1) Click Sync All and then Yes for working with the approving functionality

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2) Click Approve

3) In the Actions menu, select Sync Tasks > Process Issues
 

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Click Yes to proceed.

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4) Go to the Projecttile to process with suggesting billable lines (see https://global-mediator.freshdesk.com/support/solutions/articles/103000038337-how-are-billable-lines-calculated-for-the-fixed-price-contract-type-)



 





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