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 Projects, click Suggest Billable Lines
2. Click Calculate and after the proposal lines are created, click Approve
3. In Projects, click Create Project Sales Invoice
4. In Project Create Sales Invoice, click OK
5. Click Yes
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 Project 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 Project No.:
An empty Task is created with the name corresponding to Project Task No. previously given in JIRA Connect Setup. Under this empty Task, the planning lines are gathered that correspond to Project 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 Project 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 Project, the Contract Type of the Project must be set.
If you use the Suggest Billable Lines functionality per Project Task, the Contract Type must be set on the Project Task level. Project Tasks with Contract Type = None will be calculated as part of the Parent Project's Contract Type).
2. The Ending Date in the Project 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 Project Ledger Entries. The Posting Date in the Project 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 Project Card to set up the Unit Price for a particular Task/Resource/Work Type Code: in the Project Card select Prices and Discounts > Resource
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