Sales and Marketing

Business Central considers Projects "a special kind of sales order". Every control feature of the Project can be maintained (Planning, WIP, Posting). You can use sales invoices and credit memos to customers to invoice the project as per the invoicing method. On the Project Card you must first select a Sell-to customer. As a default this will also be the Bill-to customer. On the Invoice and Shipping tab of the Project Card you can select one of the following options in Bill-to:

  • Default (Customer): Same as the Sell-to customer
  • Another Customer: the tab expands with additional fields to select another customer from the customer list.
  • Custom Address: the tab expands with empty address fields to specify a custom address for the Sell-to customer

Project Control Suite further extends this functionality:

1. Project Sell-to - and Bill-To Customers

A Project in status "Open" must have a Sell-to Customer as the principal customer for the Project. On the Invoice & Shipping tab of the Project the Bill-to Customer offers the following options:

  • Default (Customer): The same as the Sell-to customer on the General tab.
  • Another Customer: Any customer selected from the customer list.
  • Custom Address: the account no. of the sell-to customer is used with specific address fields unique for the Project

From Related > Sales & Marketing the Project Customers list can be opened to add additional customers for the Project enabling the following features:

1.1. Split Billing

Initially the bill-to customer will show 100% in the Charge % column. This percentage can be adjusted and you can specify a % for each customer as long as the total adds up to 100%. These percentages are applied when Project Billable Lines are created with the Initialize Fixed Price Billing action.
The Initialize Fixed Price Billing action splits the contract amount as per the invoicing schedule and split each line per customer based on the % in the Project Customer list.
Notes

  • Split billing can only be used for the Project Bill-to customer when the invoicing method for the Project is "Fixed Price"
  • When Another Customer has been selected the 100% indicator will be shown on the line of the Bill-to customer

1.2. Customer per Project Task

Business Central 24 offers new functionality for Project Tasks. These new functions are integrated in Project Control Suite (APM). On the project card a new field “Task Billing Method” lets you select between One customer or Multiple customers:

  • One customer means that the entire project is invoiced from the project card. The main customer for the project is the Sell-to customer. On the Invoice and Shipping tab in the Bill-to field you can select:
    • Default (Customer) – Sell-to = Bill-to
    • Another customer – Sell-to <> Bill-to
    • Custom Address – Sell-to = Bill-to with a project specific address
  • Multiple customers means that you can select a different customer on the Project Task Card. Only when you made this selection the field will be available on the Project Task card.

In the General tab of the Project Task card, you can select a different Sell-to customer for the Project Task. On the Invoice and Shipping tab of the Project Task card you have the same options for the Bill-to customer as on the Project card. (see: One customer) On the same tab you have the following options for the Ship-to address:

  • Default (Sell-to Address)
  • Alternate Shipping Address – (select from the Sell-to customers ship-to addresses)
  • Custom Address – Sell-to customer with a project task specific ship-to address.

The Posting tab will also show the APM specific fields for the invoicing methods. The Billable lines for the project task are initialized from the project billable lines. On the General tab of the Project Task card the following APM fields have been added:

  • Next Task No.
  • Surcharge Model Code
  • Work Type Code

Use Show More to show additional APM fields:

  • Project Element No.
  • Project Activity No. (also shows Description 2)
  • Project Change Order No.
  • Planning Multiplier

The APM Planning tab shows the APM specific planning and delivery fields. The Project Task card also shows the Project Planning Lines for the project task. The sub-page is not editable and lists all planning lines for the project task. With the actions you can open:

  • Project Task Budget lines (only when the Project Task type is Posting)
  • Project Task Planning lines (only when the Project Task type is Posting)
  • Project Task Billable lines (only when the Project Task type is Posting or Milestone)
  • Project Task Posted Delivery.

In IEM each Project Task can have its own Bill-to customer with a separate invoicing method. Only customers from the Project Customer list can be selected. Billing per Project Task is customer specific, which means that split billing is not available.
When a sales invoice is created from the Project Task Billing lines the Sell-to customer is taken from the Project Header (the principal customer for the Project). The Bill-to customer is taken from the Project Task.
Notes Business Central lists sales invoices per Sell-to customer

2. Ship-To Addresses

In Business Central Ship-to addresses are always linked to the Sell-to Customer. AJM follows that data model. In the Project there are several options for a Ship-to Address on the Invoice and Shipping tab:

  • Default (Same address fields as the Sell-to Customer address)
  • Alternate Ship-to Address, select an address from the sell-to customers ship-to addresses. Or use the Create Ship-to from Contact wizard to quickly add an address to the list
  • Custom Address, type a, one time, custom address for the sell-to customer.

In IEM deliveries from the Project are made from the Project Task. For that purpose you can specify a Ship-to Address on the Project Task.
To set a Ship-to Address on the Project Task:

  1. The drill down in the Ship-to Address will show the ship-to addresses for the Project's Sell-to customer.
  2. With the New option you can create a new Ship-to Address which will be added to the Sell-to Customers Ship-to Address list.
  3. You can also use the Create Ship-to from Contact wizard to copy the address fields from the Contacts list to the Customers Ship-to Addresses. A Ship-to Address created from the Contacts list will be marked as Created from Contact ... in that way temporary addresses can be easily found to be removed when no longer required.

3. ProjectContacts

Shows a list of the contacts for the Project. The principal contact for the Project is added in the Project Header as specified in the Sell-to Customer. From the Related > Sales & Marketing menu you can open the Contacts list where you can add additional contacts for the Project. The drill down in the Contact No. field shows all contacts. Click on the labels above the columns to sort by Name, Type (Person, Company) or City. Use the "Select from full list" option to show a list where persons are grouped per company.

4. See Also

Project Cost Types
From Opportunity to Project Quote From Sales Quote to Project Project Cost and Price

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