Separate invoice for project related expenses

[former_member131844]

Hi Experts,

I have customer requirements where they want to create separate customer invoices for the CPM project for the expenses(Airfare, Accommodation) incurred?

Thanks,

Vijay

[Feras_Al-Basha · Accepted solution]

Hi vijay.gudipati ,

At the billing proposal stage (referring to scope item test script, J11, step 4.10, Release Customer Project Billing Proposal) you have the option to select the time/expense items that will be transferred to a DMR and be used in generating the customer invoice.

In case both your time and expenses were posted to work-packages that are assigned to the same contract i.e. sales order line item, then you will find both time and expense items under the same billing proposal and accordingly the processor of the proposal will need to identify which items will be sent for billing individually. Hence, one DMR would be created for expenses and another for time and both invoiced separately.

Alternatively, you may setup two work-packages in the project (one for time and the other for expense) and assign each of those work-packages to a sales order line item. This may facilitate/simplify your proposal processing assuming that all time and expense are posted to their respective work-packages/sales order line items.

Note: all billable time and expenses on a project are assigned to the cost element group YPBS_BILL.

Hope this helps,

Feras

[former_member131844]

Thank You ferasbasha3 for the inputs. I have recommended combination of both approaches you have proposed. For Fixed Price contract price asked them to create multiple billing plans(one for Expenses and other for remaining revenue). For T&M, the DMR will contain both line items(Expenses & Proj Revenue) so that the can raise separate invoices for expenses and revenue.

[Feras_Al-Basha]

Thank you for sharing vijay.gudipati , glad to hear.

Regards,

Feras