Symptom
When trying to propose invoice item assignment while creating the project invoice request, system throws an warning message as No proposal exists for expenses;create invoice items manually.
Environment
SAP Business ByDesign
Reproducing the Issue
- Navigate to Project Management work center.
- Choose Invoice Preparation view.
- Choose Not Invoiced Time and Expenses sub view.
- Show All Active Customer Projects and find for Project XXX (XXX represents the ID of the project for which you want to create the project invoice request).
- Select New button and Manual Project Invoice Request or Automatic Project Invoice Request, new project invoice request floor plan opens.
- Navigate to Define invoice tab under select the Propose Invoice Items button and From Time and Expenses: Per Product and Sales Order Item or navigate to Time and Expense Items tab here we receive warning message as No proposal exists for expenses; create invoice items manually.
You can see here no time and expenses exist for the selected option.
Cause
1. You are unable to see the time and expenses under Time and Expense Items tab since the expenses are not assigned to the sales order items.
2. Sales order item assigned to invoice item does not match, you would need to verify the sales order items and the invoice items.
3. The conversion rule is not maintained for the invoice items, you would need to verify the unit of measure of invoice item and sales order item.
Resolution
For cause 1 and 2.
1. The time and expenses doesn't exist under Time and Expense Items tab since the expenses are not assigned to Sales Order items.
2. Sales order item assigned to Invoice Item does not match to verify check the sales order items and the invoice items.
- Navigate to Project Management work center.
- Choose Invoice Preparation view.
- Choose Not Invoiced Time and Expenses sub view.
- Show All Active Customer Projects and find for Project XXX ((XXX represents the ID of the project for which you want to create the project invoice request).
- Choose Edit Time and Expenses button.
- Assign the expense to the relevant Sales Order line item.
- for cause 2 check the sales order items and the invoice items check if both are same if not change the assignment to the relevant Sales Order item both the items should match.
For Cause 3.
The conversion rule not maintained for the invoice items check the unit of measure of invoice item and sales order item, is different or same. if the unit of measure is different not convertible maintain the convection rule. for example :In the sales order item quantity is in terms of each and in the invoice in terms of hours check the item(product) conversation rule is maintained or not.
- Navigate to Product Data work center.
- Choose Services View,
- Choose the Service YYY (YYY represents the Sales order line item or invoice item service ID).
- Choose Edit button.
- Choose View All.
- Under Quantity Conversions maintain the required conversion for the service and then try to ‘Propose Invoice Item Assignment’.
Keywords
KBA , AP-PRO , Project Processing , Product Enhancement