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Project Change Order Qty Not Showing on the Revenue Tab/Proforma Invoice


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Good day,

The user entered a CO with a quantity of 1 and an amt.  However, the Task associated with the non-stock item showed only the amount.  When we ran the Project Billing the invoice only showed the amount without a quantity so the invoice was incorrect by the amount. I can’t see why the issue that caused the issue.  the CO was correctly entered.  See the Revenue Tab below.  The item is non-stock.

Is this a setting issue?  Preference.  Billing Method?  We need to revise the invoice.

Thank you.

 

Best answer by iqraharrison

@grillevan ive seen issues with qtys not updating on the cost budget and that’s typically because the UOM is either blank or the conversion isn’t specified.  if you can double check the CO, the item profile, and compare with what’s on the revenue budget to make sure it’s specified properly, then click recalculate project balance (if changes are made) and recheck the qty field

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iqraharrison
Captain II
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@grillevan was there a UOM on the change order? 


iqraharrison
Captain II
Forum|alt.badge.img+8

@grillevan ive seen issues with qtys not updating on the cost budget and that’s typically because the UOM is either blank or the conversion isn’t specified.  if you can double check the CO, the item profile, and compare with what’s on the revenue budget to make sure it’s specified properly, then click recalculate project balance (if changes are made) and recheck the qty field


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