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Business case: Client creates Projects to progress bill with multiple Revenue Budget lines (e.g. Labor, Materials, Freight) and, from a job costing perspective, wants to see those lines broken out in Acu on the Revenue Budget tab.
However, on the invoice output itself, to send to the client, they require a single detail line with a custom description and a single amount (the sum of the multiple detail lines in the background).
I'm assuming this can be accomplished by customizing the Invoice form itself but am I missing a way to accomplish this with a Billing Rule?
TIA for any suggestions here.
Hey David,
Not that I know of, but I don't know Billing Rules super well personally.
Any downside to customizing the Invoice and using the Description in the header of the Invoices and Memos (AR301000) screen as the one description that gets displayed on the invoice?
Tim - we figured this out with help from Vagif at Acumatica; I'll share it in the next few days as we're still testing it - seems to be working though.
Hey David,
Not sure if you have finalized your solution, but what I have done in the past is use inventory items. On the Revenue Budget tab of the project, you can associate each revenue line with an inventory item. Then, the invoice report would be modified to group by inventory item.
This way, the report shows the summary that you are looking for, while having the revenue detail broken on the project balances.
Interested to see what your thoughts are.
Thanks,
Derek
Hey Derek - what we ended up doing was ...
* The first step in the Rule has a formula that adds up the values of one or more Attributes for the invoice line amount; we wanted to bill the revised budget amounts but, per Acu, couldn't call them across Tasks so we are replicating the Revised Revenue Budgets to Attribute fields
* So in Step 1, we add together, for example, the revised labor revenue budget and revised material revenue budget and have a single line description as "Labor and Materials for job"
* Because we booked both the labor and material rev budget amounts in Step 1, Labor revenue is overstated; so Step 2 is a line for the material budget amount times -1 that we back out of labor revenue
* Then in Step three we bill the portion of materials so the actual revenue booked for materials matches the revised budget amount for it
* On steps 2 and 3 we set the description line hardcoded = 'Hide' and customized the Invoice form to suppress any detail lines that said 'Hide'
This ended up being hyper-flexible which was needed; the only bummer part was having to create the Attribute fields to hold those Rev Budget amounts. Ideally Acu will expand the Expression Editor to let us query anything in those objects provided.