When the BC Contract Type in Jira = None, for successful calculation on Monthly Pay billable lines, follow these steps:
1. In Jira Connect Setup, click Sync All
2. Click Yes for the sync to startl
3. Go to Projects
4. Click Edit List and in the Contract Type column, change None to Monthly Pay
5. In Jira Connect Setup, add Monthly Pay Project Task No.
6. Go to Tell me > Sales Project Price List
7. Click the Code in the Sales Project Price Lists page
8. Indicate the necessary fields (see the image below)
9. Add other fields
Note: Do not change the Work Type Code. It is set up automatically from the Jira Connect Setup.
10. Verify and Accept the lines
11. In Projects, click Suggest Billable Lines
12. Calculate and Approve the Project Billable Proposal Lines
13. Click Yes
14. In Projects, click Create Project Sales Invoice
15. In Project Create Sales Invoice, click OK
16. Click Ok
17. Click Sales Invoice / Credit Memos
18. Click Open Sales Invoice / Credit Memo
19. Select the Sales Invoice and click Post
20. Click Yes
21. Click Yes
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article