2817206 - Not invoiced time and expenses not assigned to Sales order automatically

You see that sales order column is highlighted in red as there is no sales order assigned automatically.

SAP Business ByDesign

1. Go to Project management work center
2. Go to Not invoiced time and expenses view
3. Search and Select the respective project
4. Click on Edit expenses button

 You will see that few time and expenses are not assigned to sales order automatically.

System has created default assignment rules as per the sales order items and thus will not suffice all types of time and expenses (goods receipt or invoice or goods issue or expense report) except time confirmation in general.

1. Go to Project management work center
2. Go to Not invoiced time and expenses view
3. Search and Select the respective project
4. Click on Edit expenses button
5. Click on edit assignment rules button and choose View all rules
6. Select project task for which you saw that sales order was not assigned

Scroll down where you can see the Party parameters and Time and expenses Parameters options used.

To see the available options under Party parameters and Time and expenses Parameters follow below steps:

7.Click on Add row button, use the drop-down against the fields to see the options.

 The available options are:

 Party parameters: Employee party and Supplier ID

 Time and expenses parameters: Service, material, product category and GL account

8. Go to the respective time and expenses that does not have the sales order and   scroll down where you can see the document ID

9.Open them and see which of the above parameters they have, cause they should match with the Assignment rule's parameters.

10.So add a new rule with same details of the default rule that exist for that project task you have problem with and change the party parameter a time and expenses parameter accordingly

11.also move the new rule to appear above the default rule of that project task by using Move Up and move down button

Example 1: If you have time and expense with source document as goods and service receipt

1. Check if that goods receipt it has product master data that is either service ID or Product ID,
2. If yes, choose party parameter as Employee party and time and expenses parameter as Service or material accordingly
3. If no, check it should have product category so choose party parameter as Employee party and time and expenses parameter as Product category

Example 2: If you have time and expense with source document as Invoice

1. After following steps under example 1
2.  If no product category is there then check it should have GL account and then choose party parameter as Employee party and time and expenses parameter as GL account.

 Same way check the other types of documents Goods issue and expense report and adjust the party parameter and Time and expenses Parameters accordingly with new rules.

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