07-24-2023 08:41 AM - edited 07-24-2023 08:44 AM
11-03-2023 07:49 AM
We have the same issue. When I reached out to Support, I was told this was expected behavior to avoid double costing. We don't use projects so our costs are not on the project level. We have to manually add the costs to every invoice. We have tried creating the PO from the invoice and pulling the PO into the invoice. Both results have zero costs.
07-25-2023 06:00 AM
You have to add the job number in the PO when you are creating the PO or by clicking edit before you receive the PO. Another option is to create the PO from the invoice page (Add a purchase order) which will attach it to the job. Once received, the cost will show up in a section called "Purchase Order (or Bill) (**.** percent of sale)". I hope this helps.
07-27-2023 04:28 AM
@joeandjo I wish it was that easy but the system will not allow me to enter a job number with the requisition from the estimate workflow.
07-24-2023 04:08 PM
Hey @blutz , the reason you don’t see the costing in the invoice level is because the requisition sits on the Project level. The project holds the purchasing costs, when you add it to an invoice the costs are not added to prevent double costing in the project.
07-27-2023 04:36 AM
@Jeremy_Wick There are some holes in that theory. I think this is a product hole and it hurts. I will list some reasons below. I love projects and the estimate requisition process but this is a problem.
05-06-2024 08:57 AM
We have just activated configurable payroll and are experiencing the exact same thing. Were you ever able to get a resolution?
06-13-2024 05:21 PM
I paused this effort. I guess that it is still a problem with configurable payroll. If you see it change or get an answer please tag me on this thread.