Employee as Additional Account Assignment for Project Tasks

Especially in the area of Professional Services you often hear the requirement that Financial Reporting shall include information on the employees who rendered the services.

In the meantime, ByDesign (as of Feature Pack 1502) supports this feature at least for the cost side, provided you decided to switch this behavior on in the Business Configuration.

Here is what to do:

Go to the Activity List of your current BC Implementation Project and look for “Account Assignment Types”.

Mark the account assignment type “PRO” and add EMPLOYEE_ID as optional account assignment.

You are done!

Now, in a test system, create a sales order and a project, link them and then perform a few recordings all account assigned to the project you created:

·         Create internal service confirmations

·         Create external service confirmations
Create a purchase order for some 3^rd party staff and let him/her do some time recording

·         Create one or more expense reports

·         Create a supplier invoice

Here is how the “Sales Document Line Item” report will look like in the following screen shot.

Please note that revenue recognition is enabled in my test system and I did not provide an accrual method for the sales order items. Thus the deferred costs are immediately recognized.

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In the Journal Entry you can now see the employee ID.