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How to handle?: Not invoiced time and expenses vs. Invoice status completed

We have some Trouble with the following Scenario:

  • Sales order with one item (Service fixed Price (Project))
  • Item will be invoiced asap
  • Project with a structure will becreated
  • Employees maintain time and expenses for this Project

Result: We have a bunch of "not invoiced time and expenses" and we are not able to assign them to the regarding line item from the sales order(because the invoice Status is completed).

So the user get lost in this view and are not able to get an overview about the Projects which should be invoiced. Every month there are more entries in the view.

Andy ideas how to handle this?

Best Regards


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1 Answer

  • Jul 17, 2015 at 05:33 PM

    HI Andreas,

    In order to better understand you issue, could you please answer the following questions.

    • How many invoices are there?
    • Is it only the one invoice in the beginning?
    • How long do the projects run?

    A few comments:

    • You can change the fulfilment and invoicing status of the sales order in WoC Customer Invoicing > Project Invoicing > Sales Orders
    • But once you have assigned the time recordings, e.g. to the respective SO items, the only difference would be that you now see "Time and Expenses Not Invoiced" instead of "Time and Expenses Not Assigned".
    • Since the system currently does not determine the revenue contribution of individual times/expenese in the fixed price case, there is no way to consider them for reducing the "open pre-invoiced" amount.
    • This would then probably lead us to a discussion on what teh revenue contribution of individual recordings is and how to consider the pre-invoicing use case. Correct?

    Best regards


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    • Hi Andreas,

      For customer projects with sales integration it is necessary to have an open SO-Item to assign expenses to. As mentioned before - the invoicing status would have to be revoked under 'Customer Invoicing / Project Invoicing: Sales Orders'. This would be the 'cleanest' way in our opinion.

      Another possible workaround could involve the creation of an additional sales-order item, e.g. 1 EUR - and without invoice schedule. This would facilitate an assignment after the leading item is closed.

      Without scheduling project invoice requests and by creation of manual project invoice requests the situation could also be mitigated.

      It would be interesting to know whether Revenue Recognition is scoped in this scenario, since failure to assign subsequent expenses would possibly mean they cannot be realized.

      Best Regards,