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Project Invoice Separates Project Task


The AR invoice for projects is showing the same inventory IDs on different lines because they are for different project tasks. Is it possible to adjust the report format so that it groups those lines into 1 line per inventory ID?

I’ve tried playing around with the groupings but that is not working-I get a separate page for each inventory ID (and it still has more than 1 line).

Best answer by bstabiner95

Chris Hackett wrote:

Hi @bstabiner95  were you able to find a solution? Thank you!

Yes I added an additional grouping to the report that grouped on the doc type, ref nbr, and inventory ID. That ended up working for me. 

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5 replies

Heidi Dempsey
Community Manager
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  • Community Manager
  • 253 replies
  • August 9, 2024

@bstabiner95 If you are using a Progress billing rule, the invoice follows the revenue budget,  there is not the ability to group without customizing the invoice.  Using a T&M billing rule, you can aggregate by Inventory ID.


iqraharrison
Captain II
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  • Captain II
  • 525 replies
  • August 14, 2024

@bstabiner95 can you share an example? 


Chris Hackett
Community Manager
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  • Acumatica Community Manager
  • 2640 replies
  • September 10, 2024

Hi @bstabiner95  were you able to find a solution? Thank you!


  • Author
  • Freshman II
  • 6 replies
  • Answer
  • September 10, 2024
Chris Hackett wrote:

Hi @bstabiner95  were you able to find a solution? Thank you!

Yes I added an additional grouping to the report that grouped on the doc type, ref nbr, and inventory ID. That ended up working for me. 


Heidi Dempsey
Community Manager
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  • Community Manager
  • 253 replies
  • October 15, 2024

@bstabiner95 Thank you for the update!


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