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Multi-customers project and sales orders

Good morning,

my purpose is to create a multi-customers project and assign it to sales orders for different customers. Then, invoice the sales orders to the related customers.

I've checked the documentation about "Multi-Customer Projects" but this process is not explained.

I'm not using Point of Sales.

I've created and released a multi-customers project. Now I want to create a sales order and I want to assign the item to such project but it's not visible in the list. The item type is "Service - fixed price (project)".

Documentation says that "When you create a sales order with a standardized service or a service-related expense, you can add a task of the multi-customer project to the sales order item". Could you please give me more details about the scenario above? In particular for "Standardized service", which item type should I use?

How can I achieve this? Did you face similar scenario?

Thank you!

Rossano

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2 Answers

  • Apr 26 at 09:16 AM

    Hi Rossano,

    you must not use any sales order item type that contains "project". These item types are meant for customer projects with sales integration only.

    When you use other item types, on the detail screen you will get a "Cost and Revenue Assignment" area where you can enter the mult-customer project task.

    Best regards
    Otfried

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    Former Member
    Apr 26 at 11:38 PM

    Hi Rossano,


    You are not able to assign this Project to the SO because you're using the Item type that contains (Project) in it. For instance "Service - time and material (project)". Those are meant for customer projects with sales integration only.


    If you use any other Item Type, for example "Service - time and material" you will be able to select this Project Task under Cost and Revenue Assignment.


    If you have any further questions, do let me know.

    Kind regards,

    Renan Niffa.

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