Good morning, I have been looking for information and documentation regarding the following question and I have not found the answer.
When I place a purchase order for a Job, I selected within the order line the item, quantities, Job, Job task and ... Job line type, example budget, billable or both. The problem comes when I select the Job line type, it does not matter whether I select billable or budget, the line that will be created in the selected Job task will always be both, budget and billable. This increases the budget that we already had allocated.
Is there any way that the line that is generated is only billable?
I really appreciate your time.
Here is a chart that will help answer your question. Note that if the Planning Line has already been created under the Job, leave Blank.
Hope this helps.
Thanks for your answer.The Job Line Types shown in Dynamics Business Central are different than the ones you show me. I leave you the example.
Regardless of whether you choose Budget only or Billable only, a line is created in the Job as Both Budget and Billable.
Sorry about that. In BC the titles have changed. Schedule became Budget and Contract became Billable and Both Schedule and Contract became Both Budget and Billable. On the Purchase Order leave the Job Line Type BLANK. It will not create the additional entry in the Job causing the additional dollars to the Project.
But if we wanted that if the Job entry was generated, it is normal that it is always Both B&B regardless of whether we only want Billable? Is there a system configuration that allows it?
I appreciate your time.Best regards!
Their is no default standard, per say. You can create Job Templates that insert common Planning Lines with Budget and Billable and then you massage the information. As for the Purchase Line, their is not default that auto-populates. It is all User manual selection.
Depending on your rule if your Planning Lines and Budget & Billable, you could ask your Partner to have such a default inserted on a new Planning Line entry.
Thank you very much for your support and your time Steven