Skip to main content
Solved

How to report on unbilled project lines?


jlian37
Freshman II
Forum|alt.badge.img

Hopefully I am missing something obvious - Is there a report or GI that can show unbilled project lines for all projects and their expected billing amount when project billing is run?   

I supposed I can build a new GI or modify existing Project Transaction Details GI to allow filtering on the Billable and billed fields, but don’t see a way to show the expected billing amount based on billing rule and rate table on each task.

Also I need to see available Progress Billing lines too, which are available in Project Transaction Details

Thanks in advance.

Best answer by jlian37

Thanks @iqraharrison.  Unfortunately as the documentation states, Reverse Unbilled Tranctions will only show allocated transactions that are billable, it doesn’t show billable transactions not requiring allocation, or progress billing lines…

Sounds like I need to submit a request and wait, or develop something as the OOB custom GI won’t be able to calculate billable amount by looking through billing rules and rates.

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

3 replies

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

@jlian37 I didnt find a report but I do see a process that might give you what you need.  The reverse unbilled transaction screen (PM505000) can be found in the construction workspace: 

this screen allows you to filter by a few things including project and customer and you could export to excel: 

however, I believe this will only work for t&M, when I specified anything related to progress, nothing showed up. 

 

if this screen isn’t able to help, I think your next best option would be to create a custom GI leveraging the billable and billed checkboxes!

 

hope this helps!


jlian37
Freshman II
Forum|alt.badge.img
  • Author
  • Freshman II
  • 20 replies
  • Answer
  • July 15, 2024

Thanks @iqraharrison.  Unfortunately as the documentation states, Reverse Unbilled Tranctions will only show allocated transactions that are billable, it doesn’t show billable transactions not requiring allocation, or progress billing lines…

Sounds like I need to submit a request and wait, or develop something as the OOB custom GI won’t be able to calculate billable amount by looking through billing rules and rates.


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

@jlian37 yeah, reading back i realized you did mention the need for the report/GI to calculate billable amount. Definitely sounds like a customization.

you could also post this to the idea forum for others to vote on, if it gets enough traction, acumatica could consider it 😁


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