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KaylaM Blue Ribbon

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  • @Shamaine Chan-Oracle The item is a Service for Sale. Allow Overage on Items Fulfillments = False Here are the steps we take to invoice charges on projects: a. Project is created with Milestone Task. For this example, I will call it "MS1". b. On the Financial tab on the Project, we create a New Milestone Rule. Name = MS1…
    in Can Not Invoice a Charge Comment by KaylaM Feb 15, 2021 7:17PM
  • @Shamaine Chan-Oracle Will gladly answer! No items on this order are required to be fulfilled. What is set on your Accounting Preference - Invoice in Advance of Fulfillment? (Setup > Accounting > Accounting Preferences > Order Management tab > Invoicing subtab) ANSWER: Invoice in Advance of Fulfillment = True Do you have…
    in Can Not Invoice a Charge Comment by KaylaM Feb 11, 2021 9:07PM
  • Hello @Shamaine Chan-Oracle , The Sales Order item is not required to be Fulfilled, and nothing else is pending fulfillment. It's very weird. For some reason it is not recognizing that there is a Pending Charge.
    in Can Not Invoice a Charge Comment by KaylaM Feb 10, 2021 11:01PM
  • Camille, Good point - the cases seemed random and we couldn't determine why it was happening for some but not others. But I will do as you suggest to see if that triggers it. When we run revenue at month-end, I will reply back to this thread to let everyone know if that worked!
    in Automatic Update of Revenue Plan > Not Updating Comment by KaylaM Aug 18, 2020 2:49PM
  • Thank you so much Angela! New project this year.
    in Invoice Sales Orders Page - Email Template Comment by KaylaM Jun 7, 2019 3:53PM
  • I wanted to follow up on this question. Is the intercompany clearing account supposed to net to 0 at the end of each month, or just at the end of the year. We've had a balance every month until December where it was 0 (just for December). We are curious as to why it didn't net to 0 in previous months.
    in Intercompany clearing account code Comment by KaylaM May 29, 2018 12:07PM