Skip to main content
Solved

Billing rule for mileage

  • 6 September 2024
  • 5 replies
  • 47 views

We need a billing rule for mileage.  There is no cost transaction.  I guess we enter the actual mileage qty in project transactions.  Rate would be defined by the project revenue budget unit rate.

Best answer by Heidi Dempsey

@chighfield Billing Rules are either T&M which pulls from the project Transactions, or Progress Billing which requires the Revenue Budget figures to be updated.  

Here are the Help documents that explain each type of billing.

 https://help.acumatica.com/(W(1))/Help?ScreenId=ShowWiki&pageid=d030490b-2d81-4f9a-9501-13e37de6edac

https://help.acumatica.com/(W(1))/Help?ScreenId=ShowWiki&pageid=e096d00c-3675-4cb2-baf3-cbdf20e09398

Hope this helps

View original
Did this topic help you find an answer to your question?

5 replies

Heidi Dempsey
Community Manager
Forum|alt.badge.img+2
  • Community Manager
  • 242 replies
  • Answer
  • September 6, 2024

@chighfield Billing Rules are either T&M which pulls from the project Transactions, or Progress Billing which requires the Revenue Budget figures to be updated.  

Here are the Help documents that explain each type of billing.

 https://help.acumatica.com/(W(1))/Help?ScreenId=ShowWiki&pageid=d030490b-2d81-4f9a-9501-13e37de6edac

https://help.acumatica.com/(W(1))/Help?ScreenId=ShowWiki&pageid=e096d00c-3675-4cb2-baf3-cbdf20e09398

Hope this helps


iqraharrison
Captain II
Forum|alt.badge.img+8
  • Captain II
  • 509 replies
  • September 10, 2024

@Heidi Dempsey are you able to run T&M billing on quantity only or does it need to have a cost? 


Heidi Dempsey
Community Manager
Forum|alt.badge.img+2
  • Community Manager
  • 242 replies
  • October 15, 2024

@iqraharrison You can create the billing rule to show quantity, the amount formula can be either [PMTran.amount]*0 or [PMTran.quantity]*[PMtran.UnitRate]

Hope this answers your question.


iqraharrison
Captain II
Forum|alt.badge.img+8
  • Captain II
  • 509 replies
  • October 15, 2024

@Heidi Dempsey thank you!!! saving this for future use!


Heidi Dempsey
Community Manager
Forum|alt.badge.img+2
  • Community Manager
  • 242 replies
  • October 15, 2024

@iqraharrison You are welcome.  Glad this helped.


Reply


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings