We are working on a process where ALL billing is done from the project. The process involves creating a Custom Order (CO) from the Business Opportunity (Bus Opp) and then setting those lines to Not Invoiceable. On the projects side, an invoice plan would be made for an amount that includes the CO Line. In order that an invoice is not created from the CO, the CO line(s) is set to Not Invoiceable.
On the project, the Planned Revenue for these order lines is being included. It is my thought that if the line is Not Invoiceable that the amount on this line should not be included as a planned revenue.
Does anyone have any thoughts on this?
Patrick