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How to use Project Budget Revenue Unit Rate in Billing Rule

  • March 1, 2022
  • 5 replies
  • 400 views
kristianharianja
Semi-Pro I
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Is there any way to use the unit rate specified in Project Revenue Budget below as billing rate in TM billing?

 

Best answer by Heidi Dempsey

@kristianharianja The only way to pull the unit rate from the revenue budget is to use a revenue account group.  The PMBudget fields pull from the budget that coorelates to the account group on the billing rule step.  Hope this helps.

Kristian Harianja

5 replies

mike.gillum
Acumatica Moderator
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  • mike.gillum
  • Acumatica Moderator
  • March 2, 2022

@kristianharianja,

You’ll want to investigate the Line Amount Formula options on a billing rule for T&M. I took a couple of screen grabs below showing you a couple of options for using Project Revenue Budget Unit Rate in the billing. This is where I would start in order to manipulate the rule for your use.

Regards,

Mike Gillum

Mike Gillum
joelhoffman
Chris Hackett
kristianharianja
Semi-Pro I
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Hi Mike Gillum,

I have tried those fields and they don’t come through to the invoice.

Kristian Harianja
mike.gillum
Acumatica Moderator
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  • mike.gillum
  • Acumatica Moderator
  • March 4, 2022

@kristianharianja,

Ok, that is unfortunate. There may be other fields you could investigate as to whether they would show up on the invoice. At this time, I would recommend putting in a Support case for this issue. 

Regards,

Mike Gillum

Mike Gillum
Heidi Dempsey
Community Manager
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  • Heidi Dempsey
  • Community Manager
  • Answer
  • March 4, 2022

@kristianharianja The only way to pull the unit rate from the revenue budget is to use a revenue account group.  The PMBudget fields pull from the budget that coorelates to the account group on the billing rule step.  Hope this helps.

mike.gillum
Chris Hackett
K
C
Freshman II
  • chighfield
  • Freshman II
  • September 6, 2024

Does this work?

 

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