Question

Project Task Billing

  • 15 April 2021
  • 0 replies
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Case:  A Project is setup with the Global Billing and Allocation Settings Billing Period of ‘Month’ to make mass billings of recurring invoices, where there is a task set up with recurring billing, easy by using the ‘Run Project Billing (PM503000)’ process screen. However Project has other tasks that have Billing Options of ‘On Task Completion’.

Problem:  In a Project with tasks with multiple Billing Options and the Global Billing Period is Month, there is no way to run project billing just for those Project Tasks with the Billing Option of ‘On Task Completion’. The default method when you click ‘Run Project Billing’ runs the monthly task bill according to the Global Bill Period setting and resets the next billing date.  

Current Workaround: Bill ‘On Task Completion’ tasks using the Invoices and Memos Screen (AR301PL)… this is time consuming and sometimes problematic if the Project has overridden the Bill to and Bill address - The invoice produced by AR301PL is in context of the Customer and if the billing info is a the Project level it will need to be manually entered.

Question:  Are others experiencing pain around this process?  There is an idea that was submitted a couple of years ago that would help with this problem… Bill by Project Task  … if this is something you want please go to the idea and give it a vote!

Thanks everyone!


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