Versions Compared

Version Old Version 20 New Version Current
Changes made by

Maria Harreguy

Maria Harreguy

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  • 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 approved 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.

...

Info

Quick Setup Guide

  1. Enable existing Charge type/s to allow internal invoicing.

  2. Create an activity with an activity type of Internal.

  3. Create a new Sales Code for internal invoicing (Category Type= internalInternal).

  4. Edit the existing Activities and add an Internal Sales Code.

  5. Create a Workflow Schema for approval (if using workflow approvals and not Standard).

  6. Populate Charge To Job, Charge To Activity:
    If you are selling Job to Job (rather than Job to Log or Log to Log), pre-populate the Internal Sales fields on the Billing tab of Job Maintenance: Charge To Job, Charge To Activity.

...

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 sell. Once the invoice is approved Finalised, these transactions 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:

...