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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. Charge to Job is also referenced as the Buying Job.
The Sell value on the Selling Job transactions will be used as the Cost value in the Buying Job.
The transactions on the Selling Job will use the Price Code on the Selling Job.
The Sell value on the Buying job (with a transaction type = Internal) will be determined by its Price Code.
Both revenue and cost transactions are attached to a batch with batch type AR Internal.
Once the invoice is Finalised, these transactions will be aggregated into one transaction with a transaction type = Internal and will display in Job Enquiry, and is linked back to the Selling value by the Invoice Number.
Internal sales are simply exported as GL Journals to recognise the appropriate revenue and costs against the different business units in the financials - they do not have GST or get posted to Accounts Receivable.
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Quick Setup Guide
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Internal Sales Code on Activities
When you enable Internal SAlesSales, all existing activities must have an Internal Sales populated, besides the Sales Code they already have.
The activities on Job Transactions selected in Get Sales of the Internal Sales Invoice must have this Internal Sales Code defined for the invoice to be created. Otherwise it will fail.
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To create a new Internal Sales invoice, navigate to Job Sales Invoices, and select the New Internal Sale from the drop-down menu next to New Invoice. Alternatively, Internal Sales invoices can be created from Service Logs or Plant Maintenance Logs.
Billing Job to Job:
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Following the example in the screenshot above, I go to Job Invoices, New Internal Invoice. My Internal Invoice will be on Job Sell-Job, and because it is an Input and Output based job, I will be able to select in Get Sales all the transactions I want to include in Get Salessell. Once the invoice is approved Finalised, these transactions will appear will be aggregated into one transaction with a transaction type = Internal and will display 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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To invoice a Plant repair job to a productive Job, I create an Invoice from the Log. In my Log I enter a Charge Type with Internal Sales enabled, a Charge To Job and Charge To Activity so I can sell it to a Productive Job in this case, Productive Job 0001002 - Melbourne Freeway Stage 2.
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Approvals:
Workflow support has been added for Internal Sale with the expected behaviour but specifically:Approvals are done by Workflow Schemas (regardless of the approval process used for Job Invoices).
Workflow schema definitions under the ‘Internal Sale’ document type
Internal sales workflow supports the following functions:
Charge To Job Manager
Job Manager
Job Account Manager
The workflow approval steps are an internal decision, however, due to the nature of this process where a Cost is created on the Job the work is being sold to, it is common to have the Charge To Job Manager as the final approver of this invoice. This ensures the Job Manager is aware and approves the costs being added to their Job.
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Enabled by the ‘Internal Sales Approval Process’ control parameter.
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