How to manage pass-thru purchases
- Create a new project or use the current one
- In Sales order there are two different alternatives to bind
a purchase to open revenue items:
- Create first “Purchases” product in the sales order item and
choose Billing type “Expenses and purchases” or
- Just use billing type “Time based”
- Do a sales order
- Create a purchase in the project’s “Purchases tab”
- Fill name, billable, planned cost, actual cost and task
- Set Accepted by supervisor or project manager
- Do a draft invoice and check draft invoice items
- Confirm draft invoice
