Project Invoicing (SBA)¶
Overview¶
The Project Invoicing capability provides detailed tracking of project-related sales invoices and credit memos using Tecto 365's SBA (Sagsbalanceafregning) extension. It also includes piece work (akkord) management for assessing and distributing work across resources.
Semantic Model Tables¶
Dimensions¶
| Table | Description |
|---|---|
| Work Type | Tecto Work Type master — code, description, and classification for categorizing types of work performed on projects |
| Piece Work | Piece work (akkord) header — code, description, and configuration. Defines piece work assessments that distribute costs across resources |
| WIP Project Period | Links a project to a WIP period — tracks period code, closed/locked status, and period status for project-level WIP accounting |
Facts¶
| Dim Table | Fact Table | Description |
|---|---|---|
| Project Sales Invoice | Project Sales Invoices | Project billing documents — the invoices prepared from the project, posted or not: quantity, amount, amount including VAT, and line amount by project, task, and work type. Posting one also creates an ordinary posted invoice in Sales Invoices, so never add the two |
| Project Sales Credit Memo | Project Sales Credit Memos | Project credit-note documents, posted or not — credit quantities and amounts tied to projects. Posting one also creates a posted credit memo, so never add the two |
| — | Pieces Of Work | Piece work assessment entries — distribution amounts, actual amounts, and expected adjustment amounts per resource and project |
Key Measures¶
Project Sales Invoices (4)¶
Project Sales Invoices Quantity, Amount, Amount Including Vat, Line Amount
Project Sales Credit Memos (4)¶
Project Sales Credit Memos Quantity, Amount, Amount Including Vat, Line Amount
Pieces Of Work (3)¶
Piece Work Distribution Amount, Amount, Expected Adjustment Amount
Use Cases¶
- Project invoice analysis — Track invoiced revenue by project, task, and work type
- Project margin reporting — Compare invoice revenue against project costs
- Work type profitability — Analyze which types of work generate the best margins
- Piece work management — Monitor akkord distributions, actual amounts, and expected adjustments per resource
- Credit memo tracking — Monitor project-related credits and adjustments