Ideas for Acumatica

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Multiple Customers on one Project

It would be helpful to have the ability to invoice multiple customers on one project through Project invoicing. There are times when you need to invoice a different customer for certain items on the project but it is not possible to do this. 

  • Guest
  • May 29 2019
  • Future consideration
  • Attach files
  • Philip Robinson commented
    August 23, 2019 14:55

    It would be nice to  have the Customer be defined on each individual line of the Project Task or Revenue Budget. This could then allow the system to create multiple Pro Forma invoices to different Customers automatically when Run Project Billing is performed. 

  • Guest commented
    June 07, 2019 16:02

    Thank you for the information. I am aware of these options but it causes manual intervention to do these. It would be nice to have this option on the Task so that anything recorded to that task would get invoiced to a different customer taking away the manually processing of these items. 

  • Ekaterina (Kate) Stepalina (Product Manager Project) commented
    June 07, 2019 15:48

    Hi,

    There are a couple of workarounds for this:

    1) Enter an AR invoice AR301000 directly on the entry form for another customer and select the needed project.

    2) Temporarily change the customer of the project on the Projects PM301000 form and run the billing process.

    Hope this helps.