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Hi All,

 

We are using the project management module in IFS 9 to support a Time and Materials business.

From a time and forward supplier invoice standpoint everything is hitting project tansactions correctly.

We have some expenses that we want to charge to the customer, like shipping chargers, and the finance team is entering them as manual vouchers and linking them to project activities but this does not create project transactions.

My question is, how are other companies handling thee type of expenses that need to be charged to the customer through project invoicing?

You can use the forward supplier invoice functionality.

Please not that this invoice should be PostedAuth in order to have this functionality available for that specific invoice.

Hi,

I think you need to connect such costs manually in the Project Transactions window. Since you have already posted these transactions to GL,  you should NOT set “Create Cost Accounting” parameter to “Yes” for the Report Code when creating these transactions in the Project Transaction window.  Then you can set these transactions to “Invoiceable” in the same window and create project invoice for them.

On the other hand, if you do not create Manual Vouchers for these transactions, you can set the “Create Cost Accounting” parameter on the Report Code to “Yes”  for these transactions. Then, when you perform the “Transfer Project Cost Accounting Transactions” function you can create the cost postings also automatically. 

Kind Regards,

Rajith

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