Default Menu Location
Transaction >> Time Billing >> Approve/Edit Billing
Selection Filters screenMatching Data screenSelection Filters
Selection filter screen is used to edit, approve and print pending invoices.
Fields/Filters
Work Order: Enter a work order number here to load it into the Matching Data grid
SvcOrd: Enter a service order number here to load it into the Matching Data grid
Organization: Enter a customer here to load all of their service orders into the Matching Data grid (after they have been transferred)
SPerson: Filter by salesperson
Project: Filter by Project
Phase: Filter by Phase
Contract: Filter by Contract
Load Locked Only: Check this box to load only the service orders that have been locked. Service orders are locked by clicking the
LOCK button on the Time Entry Screen.
Load: Click this button to load the line items into the Matching Data tab. You will see this window after the loading is finished. It will tell you how many line items were loaded and if any records were skipped.
Un-Transfer Unapproved: Click this button to unlock all loaded, unapproved line items in the Matching Data tab. This will take them out of the billing process and allow them to be edited/deleted in the Time Entry Screen.
Invoice Grouping
Org (Org/WorkCat/WrkOrd): One invoice per customer (Invoices will be sorted by Organization, Work Category, and Work Order number.)
Org/Project (Org/Project/WrkOrd): One invoice per project and customer (Invoices will be sorted by Organization, Project, and Work Order number.)
Org/Project/Phase (Org/Project/Phase/WorkOrd): One invoice per phase and customer (Invoices will be sorted by Organization, Project, Phase, and Work Order number.)
Org/WrkOrd (Org/WrkOrd): One invoice per work order number (Invoices will be sorted by Organization and Work Order number.)
Invoice Date: Date invoice was created
Bill Cycle: Billing cycle the invoices should appear in. (This is a free-text field.)
Pending/Approved Billing Reports
Org/WorkCat/SvrOrd: Sorted by work category and service order number
Org/WorkCat/Project: Sorted by work category, project, and service order number
Org/WorkCat/Project/Phase: Sorted by work category, project, phase, and service order number
Org/WorkCat/Address: Sorted by work category and service address (ShipTo location)
Org/WorkCat/CompDate: Sorted by work category, and service order completion date
Show NoBills: Check this box if you wish to display the No-Billed items on your report
Approved Only: Check this box if you wish to display only the approved line items
Summary/Detailed/SuperSummary: Options to generate report
Matching Data
The Matching Data screen displays all line items loaded from the Selection Filters tab; and it enables you to edit billing descriptions, change line item quantities and prices.
- Right-click on any service order to display a menu
- Double-click any header in the grid to sort your results
Fields/Filters
Bill Code: The bill code or solution code being billed
Qty to Bill: The quantity being billed
Price to Bill: The price being billed
Time of Day: The start and stop time of the labor that is being billed (if applicable), the resource, and the date
Problem Code: The standard task/problem code that was entered on the task and the description
Solution Code: The solution code entered on the task and the record of work performed
