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Service Items - how best to use

  • 1.  Service Items - how best to use

    Posted Sep 26, 2019 03:47 PM
    We are still sorting through the best way to include and track our subcontractor vendor costs on our projects.  Is anyone using service items and the PO process to include these costs on projects and track the hours.

    Create project categories - link them to item groups (service items of course).  Using this approach will align the hours we are billing with the hours we are costing.  We should also be able to put a resource on the line on the PO (although ours is currently grayed out).

    Does this approach provide for decent reporting?

    It would put the invoice on the project and create a sales order - which may or may not be what we want to do on a time and material project.



    Patty Dunn
    Madison MS
    Academy - Online Interactive Learning from Experts

  • 2.  RE: Service Items - how best to use

    Posted Oct 01, 2019 06:44 PM
    ​We use a regular Avg cost item where we have to purchase sub-contract (also materials). These tend to be contracted sub-contract.  Item has a batch invent dim so that we can trace back to the PO.

    We also use fee journals for hours, but we're just expensing the total. We don't have visibility of number of hours this way - unless noted in text field.
    Sounds like you want to record hours in project hours journal, then use the item to offset the cost? Should work. How does it test out?

    What kind of reporting are you looking for?

    Mark Prouty
    Programmer / Analyst
    ANGI Energy Systems
    Janesville WI

    Academy - Online Interactive Learning from Experts

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