This activity is executed when the customer is defined on a work task, which has already created cost lines. Once the customer is defined on the work task, sales lines corresponding to the cost lines will be generated automatically in Sales tab. This scenario is applicable for example if the user mistakenly haven't defined the customer on the task and need to update it. In that case the revenue information for the already created transactions will be already created.
Sales part information for the sales line will be inherited as follows depending on the cost type and task transaction on the cost line.
| Task Transaction | Cost Type | Sales Part Inheritance |
| Work Task | Personnel | Sales part will be fetched according to the
following sequence if condition satisfies: - Time type exists and time type has a Sales part connected - Connected to a planning line and if plan line has a Sales part defined - Default Sales part connected to the Resource Group - Default Sales part connected to the Maintenance Organization |
| Work Task | Tool/Equipment | Sales part will be fetched according to the
following sequence if condition satisfies: - Connected to a demand line and if demand line has a Sales part defined - Default Sales part connected to the Resource Group |
| Work Task | External | Sales part will be fetched according to the
following sequence if condition satisfies: - Cost Category exists and cost category has a Sales part connected - Connected to a planning line and if planning line has a Sales part defined |
| Work Task | Expense | |
| Inventory | Material | Sales part connected to the respective planning line will be inherited |
| HR Expense | Expense | Sales part connected to the Expense code will be inherited |
| Internal/External Purchase | External | Sales part connected to the respective planning line will be inherited |
How Sales lines are created from the reported time for the Crew demands, will be controlled by Crew Time Invoicing setting on the Resource Details page. Alternatively users can change the Crew Invoicing Setting according to their preference on the Demand line.
If the "Crew Time Invoicing" is set to "Yes", the invoicing will be based on the Crew time report. One Sales line will be created based on the Crew Time report. instead of a Sales line for each of the individual Crew member Time Report/Cost lines.
If the "Crew Time Invoicing" is set to "No", the invoicing will be based on each individual Crew member Time Report. One Sales line will be created based on each of the Crew member Time Report/Cost.
If you report time based on a Demand line or a Work Assignment based on the Demand line, the value of Crew Time Invoicing on the Demand line will be considered when creating Sales lines for invoicing.
If you report time directly on the Work Task or Work Assignment created as direct allocation, the value of Crew Time Invoicing on the Resource Details page will be considered when creating Sales lines for invoicing.
Note: Cost based invoicing is not possible to use in combination with the Crew Resources. The cost defined on a Crew Group or Crew is just used for getting planned cost to the Work Task. If cost based invoicing is needed, then "Crew Time Invoicing" needs to be set to "No" so, that the invoicing will be based on each individual Crew Member Time Report/Cost.