Note: When suggesting the billable line for the Daily Pay Contract Type, the number of days (Posting Dates) per each Resource is calculated.
The Posting Date of the Usage Entry Type must be within the Proposal Period range (otherwise, it will not be considered in the calculation).
The general flow is as follows:
1. In Jobs, click Suggest Billable Lines
2. Click Calculate and after the proposal lines are created, click Approve
3. Click Yes
4. Click Create Job Sales Invoice
5. In Job Create Sales Invoice, click OK
7. Click Sales Invoices / Credit Memos
8. Click Open Sales Invoice Credit Memo
9. To post the Sales Invoice, select it and click Post. Click Yes.
10. The posted Sales Invoice is created
Note:
Standard Busines Central functionality will use the Unit Price set up in the Job Resource Prices. If it is not indicated, the system will use the Unit Price from the Resource Group linked to the particular Resource. If no Resource Group is linked, or in case the Work Type Code is missing, the standard functionality will take the Unit Price from the Resource Card.
For suggesting the billable lines per Job No.:
An empty Task is created with the name corresponding to Job Task No. previously given in JIRA Connect Setup. Under this empty Task, the planning lines are gathered that correspond to Job Tasks with Contract Type = None.
For the Tasks with the indicated Daily Pay Contract Type, the planning lines are suggested separately.
The Subtasks with Contract Type = None are calculated as per the parent Task Contract Type.
In the Job Planning Lines, the Document No. corresponds to the Worklog ID, and the Planning Date is the Worklog date.
Practical Points
1. If you use the Suggest Billable Lines functionality per Job, the Contract Type of the Job must be set.
If you use the Suggest Billable Lines functionality per Job Task, the Contract Type must be set on the Job Task level. Job Tasks with Contract Type = None will be calculated as part of the Parent Job's Contract Type).
2. The Ending Date in the Job Card must be either empty or more than the Start Date of the Proposal Period.
3. For the Daily Pay Contract Type it is critical that the Worklogs are posted and recorded in Job Ledger Entries. The Posting Date in the Job Journal is the date of the created Worklog (from Tempo):
4. For the calculation of the Total Amount in each Billable Proposal Line, the Unit Price of the Resource must be indicated. You can either indicate the Unit Price in the Resource Card or link the Resource Group.
Also, the Work Type Code must be linked with this Unit Price:
Alternatively, use the Job Card to set up the Unit Price for a particular Task/Resource/Work Type Code: in the Job Card select Prices and Discounts > Resource
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