What must be set up for successful calculation of the Monthly Pay billable lines? (when BC Contract Type in Jira = Monthly Pay)

Created by GM Support, Modified on Fri, 27 Sep, 2024 at 4:25 AM by GM Support

For successful calculation of Monthly Pay billable lines, make sure the following settings are provided:


In Jira

  • BC Contract Type = Monthly Pay

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In Tempo

  • Log time using Jira. (For Monthly Pay worklogs are not required)   


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In Business Central

  • Enable New Sales Prices: go to Tell me > Feature Management

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Enable Feature Updates: New Sales Prices for All Users 

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Click Yes

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 Click Next and use all toggles for the next steps

 

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Click Update. Also, reload the BC page after the feature data update.


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Note:  Project Resource Price functionality was released in April 2023 by Microsoft in the 22nd BC release.  
Upon activating the new feature New Sales Prices (see above), the existing records of Project Resource Price are transferred to the new table Price List Line of Sales Project Price List (table Price List Header). 

Also note, that after enabling this feature for all users, it cannot be turned off again.


  • Go to Tell me > Units of Measure

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Add a Unit of Measure

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Click Yes

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In Jira Connect Setup

  • Monthly Pay Work Type Code (Resource section)

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Note:

Work Type Code is created on the Work Types page. It is used to create a Project Planning Line.


  • In Projects > Resources:


 

Select the required Resource No.

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In the Resource Card, click Units of Measure

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Add the Resource Unit of Measure:

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  • Go to Tell me > Sales Project Price Lists



 

Select the required Sales Price List or create a new one



 Fill in the mandatory fields





Note: Do not change the Work Type Code. It is set up automatically from the Jira Connect Setup. 


Click Verify Lines



 

Click Ok






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