Hi Matt and Val,
I can see the issue Matt describes on newly created hourly and hourly not to exceed budgets, they both show as fully invoiced right after creation. I notice the Ordered Quantity on the resulting sales order is zero, NOT the number of hours entered into Budgeted Qty on the Add/Edit Budget Details screen. Also, looking at the sales order in QB, it is stamped "Invoiced in Full" and the line is checked as closed.
I believe this is why Fully Invoiced? shows as Yes on these Budget/Contracts, and if the charge type is changed to Fixed, Fully Invoiced? changes to NO.
I would think that the budgeted amount would be the sales order quantity, then actual hours billed reduce that quantity to zero.
Just my 2 cents on the subject, looking forward to your feedback.
Michael J. Mehr, CPA.CITP