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Cannot generate the time and material invoice

  • 23 January 2024
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T
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Hi, we just implemented the Payroll into our system and now when we run the invoice for customer it generated the labor hours from both time card (PM) and Payroll (PR). So the new formula come up but it has some issues that we don’t know why.

Can some one give us a solution for it ?

Thanks 

Our billing rule and the issue we had

 

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Best answer by trungrigshop 25 January 2024, 19:57

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Laura02
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Hello,

I’m having trouble seeing the full error because it’s chopped off in the second screen shot.

I think you are saying, billing works but duplicates the employee hours when the Quantity for step 1 is simplified, such as [PMTran.BillableQty].  

Does the Line Quantity formula validate successfully in Billing Rules screen?

Billing Rules screen

 

 

Laura

Laura ~ Klear Systems, Inc. Irvine, CA. ~ Please remember to "Mark Best Answer" to help those who are facing the same problem.~
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Hi @Laura02, Our billing rule work but duplicate in the formula in picture below, the billing rule cannot generate the invoice is the formula from previous picture and error also in my last comment.

 

Heidi Dempsey
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@trungrigshop  try this formula -  iif([PMTran.OrigModule]='PR',[PMTran.BillableQty]*0,@Price).  The reason this is happening is because there was a reversal entry done and the reversal part is excluded from the billing rule.  We are working on this.

T
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Hi @Heidi Dempsey, So you want to me to add that formula in the original formula right ? 

Like this  =iif([PMTran.OrigModule]='PR',[PMTran.BillableQty]*0,@Price),(Round([PMTran.BillableQty],2)*100)) ?

 

Heidi Dempsey
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@trungrigshop  If you are using @price otherwise use your *100?    

T
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I will try and get back to you soon

Thanks @Heidi Dempsey 

T
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Hi @Heidi Dempsey, I try the new formula like what you gave and another error pop up .

 

Heidi Dempsey
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@trungrigshop  did you validate formula?  Can you try it without the rounding piece and see if you still get the error?

T
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Hi @Heidi Dempsey  I did remove the round piece and validated but it getting the same error 

 

Heidi Dempsey
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@trungrigshop   I tested this one -  =Round(iif([PMTran.OrigModule]='PR',[PMTran.BillableQty]*0,[PMTran.BillableQty]*2),2)   This will multiply by 0 if the PM tran is from Payroll, if not it will multiply by 2, so change those values to what you would like.  I added the rounding too.

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Thanks @Heidi Dempsey, I will try right now

 

T
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Hello @Heidi Dempsey, I still getting the same error with the formula you provided. I also validated and it passed. 

 

Heidi Dempsey
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@trungrigshop   I tested 23R2.  What version are you on?  Have you checked the trace?  Please try to just have =[pmtran.amount]  and if you still get the error it is not due to the formula so we would need to look at other things.

T
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Hi @Heidi Dempsey , I’m using 23R1 and the PMtran.amount and PMtran.billableqty also getting the same issue, It seems to weird cause I use thr PMtran.billableqty before and it work fine. I also attach the picture of trace below 

Heidi Dempsey
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@trungrigshop   Keep the formula for a future project, but for this one, a case will need to be entered so we can escalate.  The error is not related to the formula.  I will see the case when it comes in and I will take a look. Please include credentials, which project, and if we can test on that project to see the issue.

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Hi @Heidi Dempsey, Our system consultant contacted and I’m working with them right now to solve the issue. I will get back to you soon.

Thanks for helping !

T
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Hi @Heidi Dempsey , the solution is very simple. Just Uncheck all aggerate transaction by and it will be go through.

I don’t know if I uncheck that will cause more issue or not but I have not see any consequence so far. material and labor were generated in the invoice.

 

Heidi Dempsey
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@trungrigshop Thank you for the update.  Maybe it was a specific transaction that could not aggregate.  Glad it worked.

T
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Thanks for spend time to help @Heidi Dempsey 

Heidi Dempsey
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@trungrigshop  You are welcome.

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