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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 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:

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 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.

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 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 against their Job.

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

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

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