Not Invoiceable CO Lines are showing as Planned Revenue in Project
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
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Hi @PIreland,
Could you please put a screenshot of this Not Invoiceable setting you have enabled in the CO line ?
Also a screenshot of the Planned Revenue shown in the Activity.
Sure, the field name is Inoice Blocked.
CO with Invoice Blocked
Project Connection shows sales amount as planned revenue:
Project Connection showing planned revenue.
Hi @PIreland,
I think there is a misunderstanding of this setting here. “Invoice Blocked” does not mean that this CO Line will not be invoiced.
When Releasing the CO there is a Credit Check done by the application automatically. During that check if this CO found to be exceeding the current credit limit defined in the Customer (Customer/Credit Information page) then it will automatically be blocked. This is what is indicated by this “Invoice Blocked” column. Once the credit matter is sorted with the customer this CO Line can be Released and will be ready for further processing.
Note that this is not a setting to indicate that this CO Line will not be invoiced. Hence, not blocking the Planned Revenue reported to Project.
You can refer more about this in the following help documents.
I agree that what you describe is the generally accepted functionality that is tied to this field. But if you look at the field level description it says: Enable this option to block order lines from being invoiced. And reading further in one of the documents you provided it says
System Effects
If an order line is blocked from invoicing, it will not be available for invoicing in the Create Customer Invoices, Create Shipment Invoices, or Create Collective Customer Invoices page.
If an order line is blocked from invoicing, the line will not be matched to a self billing invoice in the Customer Self-Billing Invoice page.
So, it is used to block creating customer invoices, regardless of the reaons and I think it is a bug that the revenue is showing up on the project because it too cannot be invoiced. I’ve submitted a case and I see that “discussions with RnD are in progress”.
Thank you
PS: Please note that when other project transactions are created that have are not invoiceable, these amounts don’t show are planned revenue.
Hi @PIreland,
Appreciate if you could share the final resolution you are going to receive from the case to RnD, here.
Hi,
The primary purpose of the "Invoice Blocked" flag is to serve as a temporary measure, preventing invoicing until the block is removed. It is not designed to permanently control the invoiceability of a customer order. Given its temporary nature and intended use as a precursor to invoicing, it should not prevent reporting revenue in the project.
