How To: Invoice Resource Ledger Entries posted by subcontractors

Companies can subcontract work on a Job to an external resource. In order to distinguish such a resource mark it as "Job Purchasing Resource" and make sure to specify a Vendor number on the Invoicing tab.
When working with Resource Planning lines Purchase Orders can be created from the Job Resource Planning line which later on can be matched with the purchase invoice.

When the "Allow Assignment from Budget Line" is on there is no possibility to create purchase orders.

To address that scenario the vendor number is copied to the resource ledger entries.
The purchase invoice lines have a new function: "Get External Resource Lines" which will retrieve all the resource ledger entries of the type "Usage" for that vendor not invoiced yet.
These resource lines are inserted as purchase invoice lines and 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 properly specified (using the Copy Document function) the Purchase entries are reversed to allow re-invoicing.

Type Purchase Invoice in the Search box and select Departments/Purchase/Order Processing/Purchase Invoices
Click New to create a new purchase invoice for the Vendor no. of the subcontracted resource and complete the header.
In the Lines menu click Functions and select the "Get External Resources Lines" function.
From the Resource Ledger entries list select the entries to insert in the purchase invoice and click OK to complete.
Post the purchase invoice to create resource ledger entries of the type Purchase to off-set the Usage entries.

How To: Invoice Resource Ledger Entries posted by subcontractors

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