Overview:

This feature enables one part of the business (i.e. profit centre) to “sell” to another.

A Charge To Job and Activity can be specified on any job, 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. Both revenue and cost transactions are attached to a batch with batch type AR Internal.

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.

Internal Sales do not support Intercompany sales.

Screen Guide:

You can create new Charge Type or modify an existing for Internal sale 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 fields on the screens for input.

• Charge To Activity must be populated and it must have an activity type of Internal, and must be included in the Job’s Activity Group.

A Charge To Log is also available on Log Maintenance, so that an internal sale can be raised on a selling log, with the cost recorded against the Charge To log.

Workflow support:

Workflow support has been added for Internal Sale with the expected behaviour but specifically:

• Workflow schema definitions under the ‘Internal Sale’ document type

• Internal sales workflow support the functions -

  • Charge To Job Manager

  • Job Manager

  • Job Account Manager

• Enabled by the common ‘AP Invoice Approval Process’ control parameter

• Limits by the common ‘Job Invoice Approvers Limit’ setting