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Project Invoice Separates Project Task

  • August 9, 2024
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Freshman II
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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

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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    @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.

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      iqraharrison
      Captain II
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      @bstabiner95 can you share an example? 

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      Iqra ~ If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*. Proud Acumatica MVP (2024, 2025) - See my journey here: https://community.acumatica.com/community-site-discussions-150/iqra-harrison-acumatica-mvp-2025-28977
        Chris Hackett
        Community Manager
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        • Chris Hackett
        • Acumatica Community Manager
        • September 10, 2024

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

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        Chris ~ Let us know how we're doing: https://forms.office.com/r/xmJUdZ1QE5 - A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.
        Freshman II
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        • bstabiner95
        • Author
        • Freshman II
        • Answer
        • September 10, 2024

        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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          Heidi Dempsey
          Community Manager
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          @bstabiner95 Thank you for the update!

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