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Record non-stock item cost sold through Sales Order in Project Cost Budget

This page is for MYOB Advanced consultants

Check all changes in a test environment before taking them live. Make sure all related features still work as expected and that your data is unaffected.

Build 2021.117.400.6951 [21.117.0037] onward.

When users sells a non-stock item through a Sales Order that is related to a project, the cost of the non-stock item should also be recorded in the Cost Budget tab of the project. Provided AP Bill or timesheet are not raised for this non-stock item.

  1. Open the non-stock items screen (IN202000), in the Price / Cost tab, select Accrue Cost, and choose the method for which the system determines the cost of this non-stock item:
  2. Ensure the Expense/Accrual GL Account of this non-stock item is linked to an account group. Depending on where you set up for the system to take the Expense/Accrual account from in the posting class, you might need to check in different areas, such as on the Non-stock item screen, on the Posting Class screen, or in the Warehouse screen.
  3. Ensure the item has “Require Receipt” and “Require Shipment” ticked:
  4. Raise a Sales Order for the Non-stock item, create and confirm shipment, prepare and release the SO Invoice.
  5. The generated SO Invoice batch will look like this:
  6. Review the Cost Budget tab on the Projects screen and view transactions, notice the Cost has also come into the project because the SO Invoice batch also posts to the Expense Account that’s linked to an expense account group:


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