We have noticed that even if a Task in a project has been labeled as a ‘Revenue Only’ task, costs are still able to be assigned to it in the form of material purchases and inventory transfers. Is this how it was intended to function?
Construction: Revenue task still allows costs
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Sure! Below is a screenshot of the tasks and then the Transfer screen that allows transfers of inventory items into a Revenue only task. I may have misspoke, it will not let me purchase materials to a revenue task, but it will let me transfer items into it.
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Version: 2024 R2, Build 24.208.0020 +
There is not a Reason code on the transfer. However, when we go to issue it out of a project, it will not create the issue. I’m guessing due to the task, but then the inventory item is stuck in the project in perpetuity. I guess the main issue here is that it is allowing transfers.
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Do you have any customizations? Please enter a case so we can look at the data.
HI Heidi - The difference is in the screen above you are looking at Inventory Issues. The problem is that the system will allow you to perform an inventory transfer into a Revenue Only task. From there, you cannot issue out of it. Happy to submit a case.
*edited to add, it looks like i forgot this screenshot earlier:
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