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Billing rule set-up

  • February 26, 2025
  • 2 replies
  • 82 views

We are a professional services company and we have a unique billing rule that we have to set-up, but I am not sure how to do this. We are still in the implementation phase of Acumatica.

The rule that I have to set-up is the following:

If the employee works 5 hours or more a day, then we would bill a fixed rate of $5,000. If they worked less than 5 hours a day then we would bill their time at their “normal” billing rate.

Anyone have an idea on how to set this up?

Thank you.

Best answer by hdussa

Hello ​@CiskaB ,

I would try using the formula in the Line Amount Formula field. Customizing the run billing action code will be the least difficult option.

= IIf ([PMTran.BillableQty] > 5, Cdbl(5000), [PMTran.ProjectCuryAmount])

Hope this helps!

2 replies

hdussa
Jr Varsity I
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  • Jr Varsity I
  • Answer
  • February 26, 2025

Hello ​@CiskaB ,

I would try using the formula in the Line Amount Formula field. Customizing the run billing action code will be the least difficult option.

= IIf ([PMTran.BillableQty] > 5, Cdbl(5000), [PMTran.ProjectCuryAmount])

Hope this helps!


  • Author
  • Freshman I
  • February 26, 2025

Thank you, ​@hdussa! I will definitely try it.