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Question

Close Project with open invoices

  • November 21, 2024
  • 7 replies
  • 55 views

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Hi,

 

How to close the Project with open Customer Invoices. These payments are not expected to come or if it comes then Project can be reopen. As of now, requirement is to close the project. Any idea, how it can be done.

7 replies

Buddhika Kurera
Superhero (Employee)
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  • Superhero (Employee)
  • 388 replies
  • November 21, 2024

@Shahnawaz I think you meant Completing the project (because Closing of the project means the closure of the Financial project and then after it is not possible to Re-Open). As per the design, it is not possible to Complete a project without Closing the activities. When there are not fully-processed invoices, it is not possible to Close the activities.

Therefore in your scenario, unfortunately it is not possible to Complete the project when there is are unpaid invoices. You need to modify the business process to align with the system design.

Hope this helps ! 

 


PRODQ
Superhero (Customer)
Forum|alt.badge.img+17
  • Superhero (Customer)
  • 472 replies
  • November 21, 2024
Buddhika Kurera wrote:

@Shahnawaz I think you meant Completing the project (because Closing of the project means the closure of the Financial project and then after it is not possible to Re-Open). As per the design, it is not possible to Complete a project without Closing the activities. When there are not fully-processed invoices, it is not possible to Close the activities.

Therefore in your scenario, unfortunately it is not possible to Complete the project when there is are unpaid invoices. You need to modify the business process to align with the system design.

Hope this helps ! 

 

 

@Buddhika Kurera re not possible to Re-Open

I did think you could  re-open a project?

Linda


Buddhika Kurera
Superhero (Employee)
Forum|alt.badge.img+15
  • Superhero (Employee)
  • 388 replies
  • November 21, 2024

@PRODQ AFAIR Completed projects can be, but not Closed projects.


PRODQ
Superhero (Customer)
Forum|alt.badge.img+17
  • Superhero (Customer)
  • 472 replies
  • November 21, 2024
Buddhika Kurera wrote:

@PRODQ AFAIR Completed projects can be, but not Closed projects.

 

We do have this option and it does re-open the project (23R1.10)

 

 


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  • Author
  • Do Gooder (Partner)
  • 3 replies
  • November 21, 2024

Hi, 

Thanks for your replies. This is a real scenario where we want to close the project (even Financial closure) as we are not expecting the Customer payment against the invoice raised. There must be some solution to this scenario.


PRODQ
Superhero (Customer)
Forum|alt.badge.img+17
  • Superhero (Customer)
  • 472 replies
  • November 21, 2024

Could you write off the debt/cancel the invoice, ​@Shahnawaz, but then re-open/re-invoice if the payment did come?  


Forum|alt.badge.img+1
  • Author
  • Do Gooder (Partner)
  • 3 replies
  • November 21, 2024

Need to check this solution with Finance Consultant.


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