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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 additional fields on the screens for input.
It is good practice to add the Internal Sales words in the Invoice Title field, as a reminder of what this is when you are invoicing.
Charge To Activity must be populated with an Activity with an Activity Type of Internal and must be included in the Job’s Activity Group.
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 Charge To Job.
The Charge To Log No is always optional, but if specified it needs to be an unfinalised log on the Charge To Job.
Alternatively, the Charge To Log No may be selected when the Charge To Job is empty, in which case any unfinalised log may be selected, and then the Charge To Job will be populated from the selected log.When creating a new log, the 3 Charge To fields will default from the job on the log, as long as the log’s charge type allows internal sales.
Billing
When creating a new Internal Sales invoice, the only Jobs that can be selected in a new Job Invoice are those that have a charge type that allows Internal Sales.
Then the rest of the process, and how Get Sales will present transactions to be billed, is standard process and depends on the Charge type of the Selling Job.
Billing Job to Job:
Following the example in the screenshot above, my I go to Job Invoices, New Internal Invoice. My Internal Invoice will be on Job Code Sell-Job, and because it is an Input and Output based job, I will be able e
to select the transactions I want to include in Get Sales. Once the invoice is approved, these transactions will appear in Job Enquiry on the Charge To Job job 0001002 as an Internal transaction. And in turn, it can be sold to an external client:
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Billing Log to Job:
To invoice a Plant repair job to a Job, I create an Invoice from the Log. My Log has the Charge To Job and Charge To Activity populated so I can sell to the same Productive Job 0001002 - Melbourne Freeway Stage 2.
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Workflow support:
Workflow support has been added for Internal Sale with the expected behaviour but specifically:
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