Parameter Setup
On projects360 parameter form, under billing schedule tab, a new parameter “Activate billing schedule” has been introduced to control the Billing schedule feature. When this checkbox is turned on ‘Yes’, the Billing schedule feature is activated.
Go to Project management and accounting > Setups > projects360 parameters > Billing schedule Tab.
Details of the fields available on this tab are as follows:
| Field | Description |
| Activate billing schedule | When this check box is turned on, Billing schedule feature gets activated. |
| Activate billing schedule groups | When this check box is turned on, Billing schedule will be created based on the billing schedule groups setup. |
| Activate break down by main project | When this check box is turned on, Billing schedule will be created per main project. When the ‘Activate billing schedule groups’ parameter is marked, automatically ‘ Activate break down by main project’ will get unmarked. |
| Default billing start date as blank | When this parameter is set to Yes, then “Billing period start” field will be defaulted as blank during billing schedule creation. |
| Activate service dates | When this parameter is set to Yes, then “Service date from” and “Service to date” fields will be displayed on the billing schedule and same dates will be used to default on invoice proposal.. |
| Skip on-hold billing schedule lines | When this parameter is set to Yes, then billing schedule lines with pre-billing status “On-hold” will be skipped while creating invoice proposal. |
| Activate billing instructions | When this parameter is set to Yes, then billing instructions fields on Contract billing frequency will get activated. |
| View instructions in proposals | When this parameter is set to Yes, new button “View instructions” will get displayed on project invoice proposals and user will be able to view the instructions updated on the contract billing frequency. |
| Activate pre-billing review | When this parameter is set to Yes, new status called “Pre-billing reviewed” will be added to billing schedule status on billing schedule header level. |
| Activate pre-billing summary | When this parameter is set to Yes, then user will have an option to generate and review pre-billing transactions through a report. |
| Document type | Select the document type that will be used to generate pre-billing summary report. |
| Billing frequency | Select the frequency as Daily, Weekly, Bi weekly, Monthly or Billing calendar to create billing schedules based on set frequency. |
| Day of week | Select ‘Day of the week’ when billing frequency is selected as ‘Weekly’ to create billing schedule on set day. |
| Day of month | Set the ‘Day of the month’ when billing frequency is selected as ‘Monthly’ to create billing schedule on set day. |
| Billing calendar | Set ‘Billing calendar’ when billing frequency is selected as ‘Billing calendar’ to create billing schedule based on calendar setup. |
| Days for validation target date | Set value in this field to arrive at the pre-validation billing date for a billing schedule. |
| Days for posted target date | Set value in this field to arrive at the posted target date for a billing schedule. |
| Break down by billing schedule group | When this parameter is set to Yes, then “Break down by billing schedule group” field will be defaulted as during project contract creation. When ‘Break down by billing schedule by group’ parameter is marked, automatically ‘Break down by main project’ parameter will get unmarked. |
| Break down by main project | When this parameter is set to Yes, then “Break down by main project” field will be defaulted as during project contract creation. When ‘Break down by main project’ parameter is marked, automatically ‘Break down by billing schedule group’ parameter will get unmarked. |
On projects360 parameter form, under simple adjustment tab, a new parameter “Activate simple adjustments” has been introduced to control the simple adjustment feature for billing schedules. When this checkbox is turned on ‘Yes’, the simple adjustments feature is activated on billing schedules.
Go to Project management and accounting > Setups > projects360 parameters > Simple adjustments Tab.
Details of the fields available on this tab are as follows:
| Field | Description |
| Activate simple adjustments | When this check box is turned on, simple adjustment feature gets activated on billing schedules. |
| On-hold reason code | Select the reason code which will be used to create the adjustment request header when transactions is put on hold from simple adjustments form. This parameter will be active when ‘Activate adjustment request’, ‘Activate simple adjustments’ and ‘Activate billing schedule’ parameter is set to “Yes”. |
| On-hold action | This will display ‘’On-hold Billing’’ action type, which will show on the adjustment request lines. This parameter will be active when ‘Activate adjustment request’, ‘Activate simple adjustments’ and ‘Activate billing schedule’ parameter is set to “Yes”. |
Project contracts and Projects
On the projects contracts form, new button ‘Contract billing frequency’ is introduced on tab ‘Billing schedule’ to define the billing schedule parameter per project contract. Same button is placed on the projects form also.
Go to Project management and accounting > Projects > Project Contracts > Billing schedule tab.
Go to Project management and accounting > Projects > Projects > Billing schedule tab.
Details of the fields available on Contract billing frequency form are as follows:
| Field | Description |
| Project contract ID | This field defaults with selected project contract ID. |
| Billing frequency | This field will default from the parameter and user will be allowed to edit the ‘Billing frequency’ to create billing schedules. |
| Day of week | This field will default from the parameter and user will be allowed to edit ‘Day of the week’ when billing frequency is selected as ‘Weekly’ to create billing schedule on set day. |
| Day of month | This field will default from the parameter and user will be allowed to edit ‘Day of the month’ when billing frequency is selected as ‘Monthly’ to create billing schedule on set day. |
| Billing calendar | This field will default from the parameter and user will be allowed to edit ‘Billing calendar’ when billing frequency is selected as billing calendar to create billing schedule based on calendar setup. |
| Days for validation target date | This field will default from the parameter and user will be allowed to edit value in this field to arrive at the pre-validation billing date for a billing schedule. |
| Days for validation target date | This field will default from the parameter and user will be allowed to edit value in this field to arrive at the posted target date for a billing schedule. |
| Break down by billing schedule group | When this parameter is set to ‘Yes’, billing schedule will be created for group of main project based on billing schedule groups setup. When the ‘Break down by billing schedule group’ parameter is marked, automatically ‘ Break down by main project’ will get unmarked. |
| Break down by main project | When this parameter is set to ‘Yes’, billing schedule will be created for each main project. When the ‘Break down by main project’ parameter is marked, automatically ‘ Break down by billing schedule group’ will get unmarked. |
| Billing instructions notes | User can update billing instructions notes for each contract. Billing instructions notes defined on the project contract can be viewed on the billing schedule and project invoice proposals. |
Billing schedule groups
New form ‘Billing schedule groups’ is introduced allowing us to define different groups of projects that will be added to the same ‘Billing schedule’. The user can select what main projects from the same contract will be invoiced together. The billing schedule will use these groups to separate the billing schedule records creation breaking down them by each group.
Billing schedule calendar
New form ‘Billing schedule calendar’ is introduced to create particular billing date based on which billing schedules will be created. Ex: If the user wants to bill his customer every first Monday of the month, then this can be setup through billing calendar.
Go to Project management and accounting > Setup > projects360 setup > Billing schedule > Billing schedule calendar.
Details of the fields available on this form are as follows:
| Field | Description |
| Calendar | Set the calendar name. |
| Description | Set the calendar description. |
| Date | Set the date for the to create billing schedule. |
| Day of week | This field will default based on the set date. |
| Month | This field will default based on the set month. |
| Year | This field will default based on the set year. |
Billing schedule number sequence
To generate the billing schedule, number sequence has to be set up in the project management and accounting parameters form.
Go to Project management and accounting > Setup > Project management and accounting parameters.
