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Adding Costs to Projects after migration in Business ByDesign

On data migration we have created projects with the 'balance of the project remaining', the costs and revenues for prior periods are posted to the relevant accounts in the GL however, we are trying to re-allocate the costs and revenues incurred to the projects so that we can use them for Revenue Recognition. We have tried using a Journal but because the projects are customer related we cannot use the journals to allocate values.

Has anyone done this previously and if so, please could you advise on the steps you took.

Regards

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2 Answers

  • Mar 17, 2017 at 07:22 PM

    Hi Alastair,

    I assume you are using "customer projects with sales integration". Right?
    What item type do the sales order items have? Fixed price or time and material?

    Best regards
    Otfried

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  • Jul 06, 2017 at 11:34 AM

    Hi Otfried

    Sorry about the delay in getting back to you, the projects are 'customer projects with sales integration' and are either Fixed price or T&M.

    Regards

    Alastair

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