Microsoft Dynamics 365 Business Central Job Invoice - Locus IT Services

Microsoft Dynamics 365 Business Central Job Invoice

Locus IT ServicesMicrosoft Dynamics 365 / D365Microsoft Dynamics 365 Business Central Job Invoice

Microsoft Dynamics 365 Business Central Job Invoice

During the project, job costs from the resource usage, materials and job related purchases can accumulate. As the job advances, these transactions get posted to the job journal. It is important that all costs get recorded in the job journal before you send the Microsoft Dynamics 365 Business Central Job Invoice to the customer.

You can invoice the whole job from the Job Task Lines page or only invoice particular billable lines from the Planning Lines page. Invoicing can be done after the job is finished or at certain intervals during the job’s progress based on an invoicing schedule.

Microsoft Dynamics 365 Business Central Job Invoice Steps

1. To Create and Post a Job Sales Invoice

You can create an invoice for a job or for one or more job tasks for a customer when either the work to be invoiced is finished or the date for invoicing based on an invoicing schedule has been reached.

From the Jobs page, you can invoice a customer by selecting the job and then selecting the Create Job Sales Invoice action. The following procedure shows how to use a batch job to invoice multiple jobs.

  • Choose the search icon, enter Job Create Sales Invoice and then choose the related link.
  • Fill in the fields as necessary. Hover over a field to read a short description.
  • Set filters if you want to limit the jobs that the batch job will process.
  • Choose the OK button to create the invoices.

2. To Create Multiple Job Sales Invoices from Job Planning Lines

You can create an invoice from a job planning lines, and indicate at that time the quantity of the item, resource, or general ledger account that you want to invoice.

  • Choose the search icon, enter Jobs, and then choose the related link.
  • Open a relevant job.
  • Select a job task for which the Job Task Type field contains Posting and then select the Job Planning Lines action.
  • On a job planning line, in the Qty. To Transfer to Invoice field, type the quantity of the item, resource, general ledger account type that you want to invoice.
  • Choose the Create Sales Invoice action.
  • On the Job Create Sales Invoice page, type the posting date and whether you want to create a new invoice or append this invoice to an existing one.
  • Choose the OK button.

On the job planning line, in the Qty. Transferred to Invoice field, the quantity is displayed.

  • On the Job Planning Lines page, choose the Sales Invoices/Credit Memos action.

The Sales Invoice page opens, showing the quantity that you have transferred to the invoice.

  • Make any additional changes, and then choose the Post action.

3. To Calculate and Post Job Completion Entries

When you have completed all activities for a job, including usage posting and invoicing, you must update the job to have a Status of Completed. Then, you must reverse any WIP that has been posted to the general ledger.

  • Choose the search icon, enter Jobs, and then choose the related link.
  • Select an open job and then select the Edit action.
  • In the Status field, choose Completed.
  • Follow the assistance steps to calculate and post WIP. Otherwise, follows steps 5 and 6 to do so manually.
  • Select the Calculate WIP action.
  • On the Job Calculate WIP page, fill in the fields as necessary.

The job WIP entries created by executing the batch job will have the Job Complete check box selected to show that they are completion entries.

  • Choose the Job Post WIP to G/L action.
  • On the Job Post WIP to G/L page, fill in the fields as necessary.

The job WIP general ledger entries created by running the batch job will have the Job Complete check box selected to show they are completion entries. To know more about Microsoft Dynamics 365 Business Central Job Invoice, please contact us.

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