Working with Projects
The DYCE Prepaid Services app is an extension for DYCE Project Billing and enables the use of Prepaid Services in combination with Projects. In DYCE Project Billing, Projects are used for time recording and billing of all types of services and the integration with Sales. Background on how to build and set up Projects is explained in this part of the DYCE documentation.
Creating Project Tasks from the Sales Order
After a Sales Order has been created which includes a Service Billing Item and the Prepaid Service No. specified, the Create Service Project Tasks action (via action group Home) can be used to create the Project Tasks including the Project Planning Lines for the respective activities. The prerequisite for calling up the action is that the Sales Order contains a link to a Project.
Project Tasks and Project Planning Lines
Project Tasks and Project Planning Lines form the basis for time recordings and the related billing of services. Information on Prepaid Services can also be provided this way. On the Create Project Tasks page, the lines with Service Billing Items are displayed, including the Prepaid Service to be used. For each Project Task, a Project Planning Line is created with the Line Type Budget and the respective Prepaid Service No.. The remaining fields in the Project Tasks and Project Planning Lines are populated in the usual manner.
When Time Recordings are posted, another Project Planning Line is created with Line Type Billable based on the Budget Project Planning Line and including Prepaid Service No.. When the Sales Order is invoiced, the specified Prepaid Service No. is consumed accordingly (via a balance line). At the same time, based on the balancing line Prepaid Service Ledger Entries are created and linked to the posted invoice. The same applies to the creation of invoices for services that are not linked to a Sales Order.
For more details on Project Tasks and Project Planning Lines, see this part of the DYCE documentation.
In addition to automatically creating Prepaid Service No. in Project Tasks and Project Planning Lines, you can also specify them manually.