Freddy at 15:38, 25 July 2025

2025-07-25T15:38:42Z

Kamar at 17:58, 3 October 2024

2024-10-03T17:58:44Z

Kamar at 17:57, 3 October 2024

2024-10-03T17:57:07Z

Kamar: Created page with "NOTOC ==Default Menu Location== Transaction >> Time Billing >> Approve/Edit Billing [http://www.abiscorp.com/adjwiki/GetFile.aspx?File=Time Billing\Approve-Edit Billing-..."

2024-10-03T17:55:49Z

Created page with "__NOTOC__ ==Default Menu Location== Transaction >> Time Billing >> Approve/Edit Billing [http://www.abiscorp.com/adjwiki/GetFile.aspx?File=Time Billing\Approve-Edit Billing-..."

New page

__NOTOC__
==Default Menu Location==

Transaction >> Time Billing >> Approve/Edit Billing

[http://www.abiscorp.com/adjwiki/GetFile.aspx?File=Time Billing\Approve-Edit Billing- Selection Filters.jpg|Selection Filters screen]

[http://www.abiscorp.com/AdjWiki/(X(1)S(lvyr0n2wfqlfi145tr3f5trh))/GetFile.aspx?File=Approve-Edit%20Pending%20Billing%20-%20Matching%20Data.png|Matching Data screen]

==Selection 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
[[Category:Time and Materials]]

← Older revision		Revision as of 15:38, 25 July 2025
Line 85:		Line 85:

	'''Solution Code:''' The solution code entered on the task and the record of work performed		'''Solution Code:''' The solution code entered on the task and the record of work performed
−	[[Category:Time and ~~Material~~]]	+	[[Category:Time and Materials]]

← Older revision		Revision as of 17:57, 3 October 2024
Line 87:		Line 87:

	'''Solution Code:''' The solution code entered on the task and the record of work performed		'''Solution Code:''' The solution code entered on the task and the record of work performed
−	[[Category:Time and ~~Materials~~]]	+	[[Category:Time and Material]]

@@ Line 4: / Line 4: @@
 Transaction >> Time Billing >> Approve/Edit Billing
-[http://www.abiscorp.com/adjwiki/GetFile.aspx?File=Time Billing\Approve-Edit Billing- Selection Filters.jpg|Selection Filters screen]
+[[File:Approve_edit_billing.png]]
 ==Selection Filters==

Approve-Edit Billing - Revision history

Freddy at 15:38, 25 July 2025

Kamar at 17:58, 3 October 2024

Kamar at 17:57, 3 October 2024

Kamar: Created page with "__NOTOC__ ==Default Menu Location== Transaction >> Time Billing >> Approve/Edit Billing [http://www.abiscorp.com/adjwiki/GetFile.aspx?File=Time Billing\Approve-Edit Billing-..."

Kamar: Created page with "NOTOC ==Default Menu Location== Transaction >> Time Billing >> Approve/Edit Billing [http://www.abiscorp.com/adjwiki/GetFile.aspx?File=Time Billing\Approve-Edit Billing-..."