D365 Finance & Operations and Dynamics AX Forum

Is there a configuration that will allow free text invoice lines to be charged to an internal type or investment type project?  We use projects extensively. We have several instances per month, where an expense or item is charged to an internal project, then we want to bill part of the cost to a customer.  For example, we may purchase a large batch of embroidered shirts, and charge the cost to an internal project with a category for marketing expense.  Our employees are allowed to purchase some shirts at a fraction of the cost.  We would like to bill the employee's customer account, and credit the internal project to reduce some of the marketing expense in that internal project.  We don't have a ledger account setup for just the marketing expense, and prefer to use a project/category over creating additional ledger accounts.  Currently, we are making a journal to credit the project/category and debiting a ledger account, that we then turn around and charge on the customer free text invoice, which seems like double the work to get a small bill sent out.

Thanks,
Amy

------------------------------
Amy Feldmann
Central Electric Power Cooperative

------------------------------

Hi Amy,

You can't create invoices for internal or investment projects. So, I think your current procedure is the way to go forward or you can make use of time and material projects. However T&M projects don't support the estimates and scrap process.

------------------------------
kind regards,

André Arnaud de Calavon
Product manager, Microsoft MVP - Microsoft Dynamics Business Solutions
------------------------------

Original Message:
Sent: Sep 01, 2020 06:41 PM
From: Amy Feldmann
Subject: Free Text Invoice charge to investment or internal projects

Is there a configuration that will allow free text invoice lines to be charged to an internal type or investment type project?  We use projects extensively. We have several instances per month, where an expense or item is charged to an internal project, then we want to bill part of the cost to a customer.  For example, we may purchase a large batch of embroidered shirts, and charge the cost to an internal project with a category for marketing expense.  Our employees are allowed to purchase some shirts at a fraction of the cost.  We would like to bill the employee's customer account, and credit the internal project to reduce some of the marketing expense in that internal project.  We don't have a ledger account setup for just the marketing expense, and prefer to use a project/category over creating additional ledger accounts.  Currently, we are making a journal to credit the project/category and debiting a ledger account, that we then turn around and charge on the customer free text invoice, which seems like double the work to get a small bill sent out.

Thanks,
Amy

------------------------------
Amy Feldmann
Central Electric Power Cooperative

------------------------------

Thank-you Andre.  Do you know if there are any Microsoft plans to change this in the future, and allow invoices to be created for internal or investment projects?

Thanks,


------------------------------
Amy Feldmann
Central Electric Power Cooperative
Jefferson City MO
------------------------------

Original Message:
Sent: Sep 03, 2020 04:49 PM
From: André Arnaud de Calavon
Subject: Free Text Invoice charge to investment or internal projects

Hi Amy,

You can't create invoices for internal or investment projects. So, I think your current procedure is the way to go forward or you can make use of time and material projects. However T&M projects don't support the estimates and scrap process.

------------------------------
kind regards,

André Arnaud de Calavon
Product manager, Microsoft MVP - Microsoft Dynamics Business Solutions

Original Message:
Sent: Sep 01, 2020 06:41 PM
From: Amy Feldmann
Subject: Free Text Invoice charge to investment or internal projects

Is there a configuration that will allow free text invoice lines to be charged to an internal type or investment type project?  We use projects extensively. We have several instances per month, where an expense or item is charged to an internal project, then we want to bill part of the cost to a customer.  For example, we may purchase a large batch of embroidered shirts, and charge the cost to an internal project with a category for marketing expense.  Our employees are allowed to purchase some shirts at a fraction of the cost.  We would like to bill the employee's customer account, and credit the internal project to reduce some of the marketing expense in that internal project.  We don't have a ledger account setup for just the marketing expense, and prefer to use a project/category over creating additional ledger accounts.  Currently, we are making a journal to credit the project/category and debiting a ledger account, that we then turn around and charge on the customer free text invoice, which seems like double the work to get a small bill sent out.

Thanks,
Amy

------------------------------
Amy Feldmann
Central Electric Power Cooperative

------------------------------

That would be unlikely Amy. Not the way MSFT expects those project types to be used.

------------------------------
Jack Moran
Solutions Architect
MCA Connect
Greenfield NH
------------------------------

Original Message:
Sent: Sep 03, 2020 05:29 PM
From: Amy Feldmann
Subject: Free Text Invoice charge to investment or internal projects

Thank-you Andre.  Do you know if there are any Microsoft plans to change this in the future, and allow invoices to be created for internal or investment projects?

Thanks,


------------------------------
Amy Feldmann
Central Electric Power Cooperative
Jefferson City MO

Original Message:
Sent: Sep 03, 2020 04:49 PM
From: André Arnaud de Calavon
Subject: Free Text Invoice charge to investment or internal projects

Hi Amy,

You can't create invoices for internal or investment projects. So, I think your current procedure is the way to go forward or you can make use of time and material projects. However T&M projects don't support the estimates and scrap process.

------------------------------
kind regards,

André Arnaud de Calavon
Product manager, Microsoft MVP - Microsoft Dynamics Business Solutions

Original Message:
Sent: Sep 01, 2020 06:41 PM
From: Amy Feldmann
Subject: Free Text Invoice charge to investment or internal projects

Is there a configuration that will allow free text invoice lines to be charged to an internal type or investment type project?  We use projects extensively. We have several instances per month, where an expense or item is charged to an internal project, then we want to bill part of the cost to a customer.  For example, we may purchase a large batch of embroidered shirts, and charge the cost to an internal project with a category for marketing expense.  Our employees are allowed to purchase some shirts at a fraction of the cost.  We would like to bill the employee's customer account, and credit the internal project to reduce some of the marketing expense in that internal project.  We don't have a ledger account setup for just the marketing expense, and prefer to use a project/category over creating additional ledger accounts.  Currently, we are making a journal to credit the project/category and debiting a ledger account, that we then turn around and charge on the customer free text invoice, which seems like double the work to get a small bill sent out.

Thanks,
Amy

------------------------------
Amy Feldmann
Central Electric Power Cooperative

------------------------------

Thank-you.  That helps us decide how to proceed with our internal processes.

------------------------------
Amy Feldmann
Central Electric Power Cooperative
Jefferson City MO
------------------------------

Original Message:
Sent: Sep 04, 2020 08:24 AM
From: Jack Moran
Subject: Free Text Invoice charge to investment or internal projects

That would be unlikely Amy. Not the way MSFT expects those project types to be used.

------------------------------
Jack Moran
Solutions Architect
MCA Connect
Greenfield NH

Original Message:
Sent: Sep 03, 2020 05:29 PM
From: Amy Feldmann
Subject: Free Text Invoice charge to investment or internal projects

Thank-you Andre.  Do you know if there are any Microsoft plans to change this in the future, and allow invoices to be created for internal or investment projects?

Thanks,


------------------------------
Amy Feldmann
Central Electric Power Cooperative
Jefferson City MO

Original Message:
Sent: Sep 03, 2020 04:49 PM
From: André Arnaud de Calavon
Subject: Free Text Invoice charge to investment or internal projects

Hi Amy,

You can't create invoices for internal or investment projects. So, I think your current procedure is the way to go forward or you can make use of time and material projects. However T&M projects don't support the estimates and scrap process.

------------------------------
kind regards,

André Arnaud de Calavon
Product manager, Microsoft MVP - Microsoft Dynamics Business Solutions

Original Message:
Sent: Sep 01, 2020 06:41 PM
From: Amy Feldmann
Subject: Free Text Invoice charge to investment or internal projects

Is there a configuration that will allow free text invoice lines to be charged to an internal type or investment type project?  We use projects extensively. We have several instances per month, where an expense or item is charged to an internal project, then we want to bill part of the cost to a customer.  For example, we may purchase a large batch of embroidered shirts, and charge the cost to an internal project with a category for marketing expense.  Our employees are allowed to purchase some shirts at a fraction of the cost.  We would like to bill the employee's customer account, and credit the internal project to reduce some of the marketing expense in that internal project.  We don't have a ledger account setup for just the marketing expense, and prefer to use a project/category over creating additional ledger accounts.  Currently, we are making a journal to credit the project/category and debiting a ledger account, that we then turn around and charge on the customer free text invoice, which seems like double the work to get a small bill sent out.

Thanks,
Amy

------------------------------
Amy Feldmann
Central Electric Power Cooperative

------------------------------

Hi Amy,

There are internal project types and external. The external options are T&M and fixed price. You can manage using the line properties which transactions are billable or not. You can actually have an internal project and an external as sub-project.

------------------------------
kind regards,

André Arnaud de Calavon
Product manager, Microsoft MVP - Microsoft Dynamics Business Solutions
------------------------------

Original Message:
Sent: Sep 04, 2020 08:31 AM
From: Amy Feldmann
Subject: Free Text Invoice charge to investment or internal projects

Thank-you.  That helps us decide how to proceed with our internal processes.

------------------------------
Amy Feldmann
Central Electric Power Cooperative
Jefferson City MO

Original Message:
Sent: Sep 04, 2020 08:24 AM
From: Jack Moran
Subject: Free Text Invoice charge to investment or internal projects

That would be unlikely Amy. Not the way MSFT expects those project types to be used.

------------------------------
Jack Moran
Solutions Architect
MCA Connect
Greenfield NH

Original Message:
Sent: Sep 03, 2020 05:29 PM
From: Amy Feldmann
Subject: Free Text Invoice charge to investment or internal projects

Thank-you Andre.  Do you know if there are any Microsoft plans to change this in the future, and allow invoices to be created for internal or investment projects?

Thanks,


------------------------------
Amy Feldmann
Central Electric Power Cooperative
Jefferson City MO

Original Message:
Sent: Sep 03, 2020 04:49 PM
From: André Arnaud de Calavon
Subject: Free Text Invoice charge to investment or internal projects

Hi Amy,

You can't create invoices for internal or investment projects. So, I think your current procedure is the way to go forward or you can make use of time and material projects. However T&M projects don't support the estimates and scrap process.

------------------------------
kind regards,

André Arnaud de Calavon
Product manager, Microsoft MVP - Microsoft Dynamics Business Solutions

Original Message:
Sent: Sep 01, 2020 06:41 PM
From: Amy Feldmann
Subject: Free Text Invoice charge to investment or internal projects

Is there a configuration that will allow free text invoice lines to be charged to an internal type or investment type project?  We use projects extensively. We have several instances per month, where an expense or item is charged to an internal project, then we want to bill part of the cost to a customer.  For example, we may purchase a large batch of embroidered shirts, and charge the cost to an internal project with a category for marketing expense.  Our employees are allowed to purchase some shirts at a fraction of the cost.  We would like to bill the employee's customer account, and credit the internal project to reduce some of the marketing expense in that internal project.  We don't have a ledger account setup for just the marketing expense, and prefer to use a project/category over creating additional ledger accounts.  Currently, we are making a journal to credit the project/category and debiting a ledger account, that we then turn around and charge on the customer free text invoice, which seems like double the work to get a small bill sent out.

Thanks,
Amy

------------------------------
Amy Feldmann
Central Electric Power Cooperative

------------------------------

I have 2 suggestions for you to try -

1. I have not tested that, since I don't have a project configured environment at the moment and do not have time to set one from scratch, but you can try that fairly easily.
See if you can use the Project Transaction Adjustment functionality to split the expense transaction. and then use transaction adjustment to move the portion you split from the internal project into a T&M project where you can bill your employee.

2. Less elegant but sure to work: record a negative EXPENSE transaction for the portion you want to sell to your employees and offset into a clearing ledger account, then create for the same amount a POSITIVE expense transaction into the T&M project, offsetting and clearing the clearing account.

Invoicing out of an internal account does not exist and makes not much sense for Microsoft to add to the product.

------------------------------
Zvika Rimalt
Functional Consultant
Vancouver BC
------------------------------

Original Message:
Sent: Sep 01, 2020 06:41 PM
From: Amy Feldmann
Subject: Free Text Invoice charge to investment or internal projects

Is there a configuration that will allow free text invoice lines to be charged to an internal type or investment type project?  We use projects extensively. We have several instances per month, where an expense or item is charged to an internal project, then we want to bill part of the cost to a customer.  For example, we may purchase a large batch of embroidered shirts, and charge the cost to an internal project with a category for marketing expense.  Our employees are allowed to purchase some shirts at a fraction of the cost.  We would like to bill the employee's customer account, and credit the internal project to reduce some of the marketing expense in that internal project.  We don't have a ledger account setup for just the marketing expense, and prefer to use a project/category over creating additional ledger accounts.  Currently, we are making a journal to credit the project/category and debiting a ledger account, that we then turn around and charge on the customer free text invoice, which seems like double the work to get a small bill sent out.

Thanks,
Amy

------------------------------
Amy Feldmann
Central Electric Power Cooperative

------------------------------