Expense & Revenue Allocation by Multiple Cost Centers/Segments

[nabeelyounus]

Dear All

What is the solution in Byd if at the time of Customer invoice, we need to record revenue according to location, business segment, & (or) department wise, same at the time of expense we need to record expense according to location , department and business segment wise.

Example: From Location 1 we sold Item A for $1000 and Item B for $ 2000, From Location 2 we sold Item A for $500 and Item B for $800 so when we will see Item A sales it will show us $1500, when we will check Item B sales it will show us $2800, when we will check Location 1 sales it will show $3000 and when we will check Location B sales it will show $1300. Same allocation is required while booking expenses.

Kindly provide us solution for this.

Regards

Nabeel

[nabeelyounus]

Can we get any solution on above scenario?

[JohnMeadows]

Nabeel

In ByDesign there can be only one Sales Org or Office per sales document, so the determination of location is only executed once, and it remains the same for all items on the sales order/invoice.

I suspect the only solution would be some journal entry after the invoice posting.

The same is not true for expenses/supplier invoices as these can be shared across multiple cost centers per item.

[nabeelyounus]

Thanks John for your answer.

Sales Order invoice will be booked location wise. Point is can we allocate Sales Order/Invoice amount to Sales Org and Cost in the same document of Order/Invoice. Like $3,000 is the Sales Order amount, it will be allocated to Location A by $ 3,000 and also to a cost center by same amount.