Hi @kelli.kaskiw,

The customer has to be defined at the Project level. It’s not possible to define it at subproject or activity level. However, as a workaround;

1. Assume you have 2 customers A & B
2. Change the customer ID to A at project level > Select the transactions related to A from Project Transactions
3. Select the option “Set Customer” > This will update the customer ID as A for the selected transactions.
4. Create project invoice for selected transactions
5. Now for invoice for customer B > Change the customer ID to B at project level > Select the transactions related to B from Project Transactions
6. Select the option “Set Customer” > This will update the customer ID as B for the selected transactions.
7. Create project invoice for selected transactions

This could be a very complicated flow to follow. Hence if you are using this please make sure to do it very carefully.

Hope my answer helped to clear your doubts. If so be kind enough to mark it as the best answer.

Thank you Vibhu. We currently do this, but our transactions are already cost accounted for before we create the invoice. So we therefore have to RMB remove approval for cost accounting, create corrective transactions, ‘set customer’, reapprove, then invoice. 

I think I found a way around this which is to first change the customer on the project then use ‘invoicing plan’ to carry over the transactions to a project invoice.

 @kelli.kaskiw  @Vibhusitha Jananjaya we are starting to see if IFS projects is a good fit for us. But our situation is even worse we often have between 5-10 external customers and 1-2 internal legal entities that we need to invoice from a project. Do you think the workarounds you described would still be do-able in this case?

@Vibhusitha Jananjaya We have a requirement to change the invoicing customer for the project invoices. They want to invoice for their subsidiary instead of mother company. We have already created invoice for the mother company. Do you have any idea how we should proceed.

Hi, The workarounds provided are doable for any number of customers. Need to change the customer and update the customer for project transactions.

Hi kelli.kaskiw,

There have been a number of good suggestions in the thread so far. Flipping the Project’s customer id backwards and forwards between customers as you generate the Project Invoices would work but as has been said it is a delicate process that is open to user error.

I wonder if there would be some scope to introduce Sales Contracts (SC) into the mix. You can have as many different SCs with as many different customers connected to a project as you would like. You would get a warning  when the project customer and the SC customer are not the same but you can just ignore that. 

The trick would then be to generate a direct invoice from the SC Application for payment for the value of the booked transaction hours. You could have a project cost/revenue element for each report code and book time for a particular customer onto a particular activity that has been connected to that customer’s sales contract.There would need to be a bit of configuration to smooth and automate elements of the process. 

Sales Contracts may be worth considering as a way of resolving your issues

Gareth