Hi, each month when we Run Project Billings we get a handful of “Completed/Closed” projects that get pulled in because of “unbilled” transactions incurred for miscellaneous reasons.
There doesn’t seem to be a default field or parameter to control this.
Is there a way to exclude projects from the Run Billing process based on Status?
Best answer by Kristen Hanson
The form does not have the ability to filter by project status.
Multiple projects can be billed at the same time on the Run Project Billing (PM503000) form. On this form, you can run billing for multiple projects that are pending billing, based on the Invoice Date selected in the Summary area of the form. (By default, this box contains the business date.)
The form does not show the projects for which the Next Billing Date, which is specified on the Summary tab of the Projects (PM301000) form, is later than the Invoice Date, which is specified in the Selection area of the Run Project Billing form.
The form does not have the ability to filter by project status.
Multiple projects can be billed at the same time on the Run Project Billing (PM503000) form. On this form, you can run billing for multiple projects that are pending billing, based on the Invoice Date selected in the Summary area of the form. (By default, this box contains the business date.)
The form does not show the projects for which the Next Billing Date, which is specified on the Summary tab of the Projects (PM301000) form, is later than the Invoice Date, which is specified in the Selection area of the Run Project Billing form.
+11Hi
One way is to create a GI to filter out the projects that you need Billing from the main GI (Projects).
This method takes a bit of time because you have to go to each project and click "RUN PROJECT BILLING".
Step 1: Creating a GI to filter out the projects that you need Billing from the main GI (Projects)
Step 2: Every month, go to this GI and select each project and click "RUN PROJECT BILLING"
Best Regards,
NNT
The form does not have the ability to filter by project status.
Multiple projects can be billed at the same time on the Run Project Billing (PM503000) form. On this form, you can run billing for multiple projects that are pending billing, based on the Invoice Date selected in the Summary area of the form. (By default, this box contains the business date.)
The form does not show the projects for which the Next Billing Date, which is specified on the Summary tab of the Projects (PM301000) form, is later than the Invoice Date, which is specified in the Selection area of the Run Project Billing form.
Thank you Kristen, that’s what I gathered from the support docs, but thought it was worth asking.
Hi
One way is to create a GI to filter out the projects that you need Billing from the main GI (Projects).
This method takes a bit of time because you have to go to each project and click "RUN PROJECT BILLING".
Step 1: Creating a GI to filter out the projects that you need Billing from the main GI (Projects)
Step 2: Every month, go to this GI and select each project and click "RUN PROJECT BILLING"
Best Regards,
NNT
Unfortunately with our project volume and turnover this would not be conducive.
And an easier alternative to your GI method would be applying a saved filter to the Project Profile menu and utilizing the Projects Sidebar tool to minimize the customization efforts and loading screens between windows.
Given the current limitations I’ve created an Idea posting for future consideration. In the meantime we’ll have to continue the workaround of modifying the Next Billing Date to a fictitious future date to eliminate it from the list.
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