Add Project Billing

Add billing items for projects. Item definition is always defined in the project details, or the SOW document.
  1. Navigate to the Billing page in the Supplier view.
  2. In the top ribbon, click Add New.
  3. In Add New Billing : Search > Resource Type, select Suppliers.
  4. In the Results > Resource section, select the supplier organization to create the billing for.
  5. In the Add New Billing : Requisition Selection, locate the requisition and click Select in the right side of the list.
    Note:
    Selecting any of the other links (Req#, Requisition Type, and so on) navigates you away from the billing configuration.
  6. In Add New Billing : Parameters > Billing Type drop down, select Project.
  7. Click Submit.
  8. In the detail list, configure your milestones, materials, or position billing information. If an expense or custom field is required, ensure to complete required fields.
    • Milestone - Based on a flat fee defined in the project quote.
    • Material - based on a flat unit price for material cost defined in the project quote.
    • Position - Based on one or more positions defined in the project quote. The hourly rate is multiplied by total number of hours (units) entered for the position. You must select a defined position and the worker for that position when entering this billing type.
  9. For each billing type, enter the date of the billing.
  10. In the Billing Notes field, enter text for your note.
  11. Select Add New.
    This expands the section where you enter the billing item details.
  12. From the type drop down, select the billing item type.
    Note:
    Some items only have one defined type.
  13. Enter the amount billed for.
  14. Optionally, if the billing has expenses, click Add New in the Expenses section. Configure the following fields:
    • Type - Use the drop down to select the type.
    • Description - Enter a text description.
    • Amount - Enter the amount of the expense.
    Note:
    The Balance Amount reflects any expenses added to a billing item.
  15. Optionally, if a project is using billing codes/allocations, enter then in the Custom Fields section. You can add more than one code/allocation to the billing.
    Note:
    Ensure that the Total Percentage for all entered codes/allocations equals 100.
  16. Additionally, upload any required attachments by clicking Attachments at the bottom of the configuration screen.
  17. (Optional) Allocate the billing to one or more specific periods.

    Use the Allocate to Period option to split the billing amount across one or more periods. The total of the allocations must equal the billing amount.

  18. Click Save.