HI,
We have created an employee time card and created a Pro forma invoice.
In Pro forma Invoice we have changed the Qty to invoice as less amount.
We changed the line status to "Hold Remainder".
When we ran the next billing, the system created 2nd invoice lines as we expected.
However, the remaining qty(From the Previous bill) relevant lines have been duplicated.
Could we stop this duplication? Attached is the screenshot.
Best answer by marcandrematte
Hi
Essentially every time we used hold remainder in our pro format invoice for hours, when we tried to bill thos remainded hours, it duplicated the transaction (from step 20 to 35) since the steps would have some conditions compiling the actual step, for example if the hour was overtime, or not, on the fiels or not, was the material in the time sheet or not… every step would have the same account group but certain condition to compile itself.
Since the hold remainder would repost new transactions to be billed, eaven though the posting was in a different account group, il would still post some “fantom” transaction. The amount could be at 0, but the description would be new etc.
Essentially here is what we did:
Create a new account group for remainders, with a single account which would follow the remainder transactions:
In the project prefence tab, select a account ment for followin all there remainder transactions:
Put this account in the newly created account group:
add a new step to the billing rule:
No need to enter any formula as that rule will only extract what was posted in the account!
there ya go!!
+3
We have the same issue on our side, the thins is that the reason the transacion dicplicates itself is that it passes through all the billing rules and applies fees. The check mark that transforms the transacion to “billed” will not apply to “reported transaction”, and until we “write off” the firts line ot the “reported transaction” the line will continue to reapeer into the nexts pro formats, x times the number lines in the billing rules. How can we stop this
+3
Hi
Hi
Essentially every time we used hold remainder in our pro format invoice for hours, when we tried to bill thos remainded hours, it duplicated the transaction (from step 20 to 35) since the steps would have some conditions compiling the actual step, for example if the hour was overtime, or not, on the fiels or not, was the material in the time sheet or not… every step would have the same account group but certain condition to compile itself.
Since the hold remainder would repost new transactions to be billed, eaven though the posting was in a different account group, il would still post some “fantom” transaction. The amount could be at 0, but the description would be new etc.
Essentially here is what we did:
Create a new account group for remainders, with a single account which would follow the remainder transactions:
In the project prefence tab, select a account ment for followin all there remainder transactions:
Put this account in the newly created account group:
add a new step to the billing rule:
No need to enter any formula as that rule will only extract what was posted in the account!
there ya go!!
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