I do network and wireless installations. I will sell the wireless access points and switches, but I outsource the installation of network points and the cabling.
So I use inventory on hand in purchase orders and purchase invoices for the wireless access points and switches. I use sales on inventory in sales quotes and sales invoices.
However I can select disbursements recoverable in sales quotes - so I don’t know what the procedure is to quote for something that will require disbursments expenses on my part. Also I cannot create a purchase order using disbursements expenses. I have had to create a purchase invoice. However, if the client does not accept the quote, I will then have to delete the purchase invoice. This is not a practice that I want to follow - one should not be deleting invoices.
Lubos said that disbursements works separately and I understand where he is coming from in the sense of billable time. However I need some way of giving a client quote which covers my disbursements expense and profit for a project such as paying for the outsourcing of installation of network points. I also cannot have a situation where I am deleting purchase invoices in the event that the client does not accept the quote. I have to create a purchase invoice, because purchase orders will not allow me to select disbursements.
What I have done for sales quotes for the moment is select sales as the account, so I will have to create a new sales invoice direct from the disbursements area.
What do other people to for quoting clients for work that will require disbursements?