Companies can subcontract work on a project to an external resource. To mark a resource as external, select a Vendor number on the Resource card.
When working with resource planning lines, you can create purchase orders from the ProjectResource Planning line. These can later be matched with the purchase invoice.
When posting a ProjectPlanning line of the type Resource, and a vendor is selected on the Resource card, a resource ledger entry of the type Usage is created that includes the vendor number. The vendor number is copied to the resource ledger entries.
Purchase invoice lines have a Get External Resource Lines function. This function retrieves all resource ledger entries of the type Usage for that vendor that have not been invoiced yet. These resource lines are inserted as purchase invoice lines. When the purchase invoice is posted, resource ledger entries of the type Purchase are created.
If the purchase invoice needs to be reversed through a credit memo, and the application is correctly specified using the Copy Document function, the purchase entries are reversed to allow re-invoicing.
Steps - Retrieve purchase ledger entries
To retrieve resource ledger entries in a purchase invoice:
Choose the
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icon (Alt+Q), enter Purchase Invoice, and click the relevant link.Click New to create a new purchase invoice for the vendor number of the subcontracted resource. Complete the header.
In the Lines menu, click Functions and select Get External Resources Lines.
From the resource ledger entries list, select the entries to insert (hold down the Ctrl key) in the purchase invoice. Click OK to complete.
Post the purchase invoice to create resource ledger entries of the type Purchase to offset the usage entries.