HI ALL Is it possible to link the sale order to projects? [PROJECT]

In fairness, @eko’s link was post #3 in a topic that continued for 164 additional posts and included quite a bit of evolution of the feature (before it was closed for becoming too unwieldy). That said, linking sales orders to projects seems like a bad idea for several reasons: A single sales order could include line items for multiple projects. Sales orders can be tracked for fulfillment (completion), but designating these line items for projects complicates the status tracking almost beyond imagining. Sales orders do not represent income for a project. In this respect, they are like sales quotes. The opportunity to associate income with projects comes at the sales invoice stage. This is different from purchase orders, which represent a commitment by business to purchase goods or services for a project. In the case of a purchase order, the cost to the project has been scheduled and therefore can be recognized for project cost accounting. But in the case of a sales order, the income is not yet recognizable. (The cost might be different by the time of invoicing.) Allowing sales orders to be linked to projects presents the possibility of conflicts. Imagine designating a line for Project A when a sales order is entered, then for Project B when the sales invoice is created. The same possibility for duplication exists. This is why, for example, receipts posted against Accounts receivable do not allow selection of a project: that was properly done at the sales invoice stage.

Is it possible to link the sale order to projects?

Uncategorized

eko January 7, 2023, 2:49pm 2

See Added project-based accounting - #3 by lubos

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Is it possible to link the sale order to projects?

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