![]() On the Revenue accounts tab, select the Intercompany revenue account(s). Moreover, a setting per Category group will not work for a reason unknown it must be an All-All line in Project management and accounting > Setup > Posting > Ledger posting setup: do not post the hours into the General ledger. However, a notorious ‘feature’ of the timesheet posting demands a ledger account for the Project cost and the Payroll allocation, even if the project group stipulates Never ledger i.e. The project category does not really require any project-specific GL integration. Since you need the project categories, you will create the project Category group(s) too. Still, you better replicate the relevant project categories in the lending company, because without it the system is going to fail deriving the Item VAT groups (en-us: Sales tax item groups) when making an intercompany invoice to the borrowing entity, and it is a reason weighty enough. non-billable) remain in the borrowing entity. The lending legal entity barely requires any project management and accounting configuration at all! The project groups, projects, the billing project categories, the “line properties” (billable vs. No other Intercompany settings are relevant, because the project intercompany recharge works through the free text invoices and pending supplier invoices with procurement categories (and not through the sales orders and purchase orders with items). With the button General / Intercompany, establish a trading relationship between the two by connecting the supplier with the customer or vice versa. In the lending entity, create a customer record representing the borrowing company in a similar manner. You can also create a supplier right from the GAB. Pick the known name from the global address book to reuse the legal entity addresses, phones etc. In the borrowing company, create a supplier (en-us: vendor) representing the lending company. The reason for this setup is the most profane: without it you cannot choose the lending / borrowing entities in any of the following configuration forms. Use the button Create reciprocal relationship to make the connection bi-directional. However inspiring this source used to be, consultants face a challenge setting this up: in which company which configuration needs to be placed? I will try to fill this knowledge gap.įirst of all, you need to go to the General ledger > Posting setup > Intercompany accounting form, pick some accounts and journals and establish a connection between the borrowing legal entity (the one leveraging resources of a subsidiary and issuing invoices to the end customer) and the lending entity (the one providing the workforce and absorbing the cost). ![]() Intercompany-project-invoicing-in-ax-2012-r3-part-2 Intercompany-project-invoicing-in-ax-2012-r3-part-1 The original source must have disappeared from the Microsoft sites, but a copy remains in the community archive: The most comprehensive guidance on the Intercompany Project Management in Dynamics 365 for Finance used to be the blog of Brian Welcker, the historical product manager of the feature.
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