- You receive a Project from Salaam University to fabricate and Install Doors and Windows. Your first step is to define the customer in the ERP as mentione below.
2. You need to open the Project for this Customer as below.
3. You need to procure Raw Material for this Project if not already in Inventory.
4. Once Raw Material is available you need to consume raw material into project.
5. Finally when you have consumed all raw materials and your total cost is allocated to the project then you are ready to Invoice. Make sure that when you are Invoicing you select the Service Item and Not the Inventory Item. Because we are not taking the Door or Window in our Physical Inventory.
Note: In the above article I jumped directly to Inovice instead of Creating Quotation >> Sales Order >> Delivery >> Invoice. But you can follow the whole process if you want.