Skip to main content
Solved

Billing rule for mileage

  • September 6, 2024
  • 5 replies
  • 118 views
C
Freshman II

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

    5 replies

    Heidi Dempsey
    Community Manager
    Forum|alt.badge.img+3
    • Heidi Dempsey
    • Community Manager
    • 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+9
      • iqraharrison
      • Captain II
      • September 10, 2024

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

      Iqra ~ If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*. Proud Acumatica MVP (2024, 2025) - See my journey here: https://community.acumatica.com/community-site-discussions-150/iqra-harrison-acumatica-mvp-2025-28977
      Heidi Dempsey
      Community Manager
      Forum|alt.badge.img+3
      • Heidi Dempsey
      • Community Manager
      • 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+9
        • iqraharrison
        • Captain II
        • October 15, 2024

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

        Iqra ~ If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*. Proud Acumatica MVP (2024, 2025) - See my journey here: https://community.acumatica.com/community-site-discussions-150/iqra-harrison-acumatica-mvp-2025-28977
          Heidi Dempsey
          Community Manager
          Forum|alt.badge.img+3
          • Heidi Dempsey
          • Community Manager
          • October 15, 2024

          @iqraharrison You are welcome.  Glad this helped.

          Terms & ConditionsAccessibility statement
          About Acumatica ERP system
          Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
          © 2008 — 2024  Acumatica, Inc. All rights reserved