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This feature enables one part of the business (i.e. profit centre) to “sell” to anotherto “sell” to another.
Why?
Different reasons:
To ringfence packets of work to show Surplus/Deficit for that discreet task.
Different Divisions or Job Managers are interested in showing margin on their work.
If a task is shown separately as an ‘outsource’ you can get more margin when eventually invoiced to the client.
There are 4 possible scenarios for Internal Sales:
Job to Job -Work done on one Job, is sold to another Job (they could be in different Profit Centres or Financial companies).
Job to Log - Work done on one Job, is sold to a Service Log (Plant Maintenance Log or Service Log)
Log to Log - Work done on a Service Log or Plant Maintenance Log, is sold to another Log.
Log to Job - Work done on a Log, is sold to another Job.
Use Cases:
Civil division is contracted by the Construction division to complete the subdivision work with agreed scope and budget. (Job to Job)
Roading division is contracted to reinstate the asphalt following a watermain repair by the water division. (Job to Log)
Waste division is tasked with emptying all the skips on a regular basis at agreed rates for other divisions and clients. (Log to Job and Log to Log)
Workshop has fixed a vehicle but the ringfenced costs need to be sold at agreed rates to a productive job. (Job to Job or Log to Job)
Work done on a Job in one Profit Centre that needs to be sold to another Job in another Profit Centre or business unit.
Work done on a Plant Maintenance Log (Plant in one financial company) that needs to be sold to a productive Job in another financial company.
A Charge To Job/Log and Charge To Activity can be specified on any job/log, and when this job is invoiced it is treated as a different kind of invoice, an internal sale. When this internal sale is approved, a cost transaction is created on the Charge To job/ Charge To Log’s Job. Both revenue and cost transactions are attached to a batch with batch type AR Internal.
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Internal Sales support Intercompany sales and a typical example would be work done on a Plant Maintenance Log (Plant in one financial company) that needs to be sold to a productive Job in another financial company.
Screen Guide:
To enable Internal Sales, the Charge Type on the Job, must have the Allow Internal Sales flag ticked. You can create a new Charge Type or modify an existing one for Internal sale sales by:
Go to Job maintenance.
Select tab ‘Billing and GL’
On the field ‘Charge Type’, click on '…' then create a new charge type of pick an existing one
Check the check box '‘Allow Internal Sales’
Save and reload the page.
Now whenever you select an Internal sale charge type, you will see there are more additional fields on the screens for input.
Charge To Activity must be populated and it must have an activity type with an Activity with an Activity Type of Internal, and must be included in the Job’s Activity Group.
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Charge To Job or Charge To Log:
Populate Charge To Job, if you are selling to another Job, or Charge To Log, if you are selling the work to a Service Log.A Charge To Log is also available on Service Logs and Plant Maintenance Logs, so that an internal sale can be raised on a selling log, with the cost recorded against the Charge To log or Chare To Job.
Workflow support:
Workflow support has been added for Internal Sale with the expected behaviour but specifically:
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