BR00.1 - Activity Billing
** Form purpose
Use Activity Billing (BR00.1) to define and maintain activity billing
parameters. There are six different methods you can bill a customer for: Time
and Materials, Cost Plus, Units of Production, Milestones, Pass Thru, and
user defined.
** Prerequisites
Before you define billing parameters, a contract should exist. The activity
must be defined as billable on Activity (AC10.1).
** Process at a glance
1. Define your billable account categories
2. Define billing parameters using this form
3. Assign the billing activity to a customer
** Required fields
All fields are required except the Percent Billable and Ceiling Amount fields.
** Decision/Impact
You identify what you are billing in the Billing Method field. You can bill
based on Time and Materials, Cost Plus, Units of Production, Milestones, Pass
Thru, or create your own User defined method.
- Time and Materials (T&M) bills materials at a mark-up.
- Cost Plus bills customers for incoming bills and materials using a mark-up
percent.
- Units of Production (UOP) charges clients a fee for all unit of work.
- Milestone bills only for Percent Complete or when specific events are
reached. These are not associated with specific costs.
- Pass Thru is not included as part of the contract maximum amount. Billed as
costs or mark-up percents. Can create separate invoice for pass thru
amounts.
- User-defined lets you customize your billing routines.
Keep in mind the contract activity is the highest billing level, and can occur
at any place within your contract activity structure.
** Required fields
All fields are required except the Percent Billable and Ceiling Amount
fields.
Updated Files
ACBILL -
ACBILLX -
ACBLACTV -
ACBLRATE -
ACBLRATEX -
ACHISTORY -
ACMILESTN -
ACMILESTNX -
ACRETAIN -
ACRETAINX -
Referenced Files
ACACTGRP -
ACACTIVITY -
ACBILLX -
ACBLRATE -
ACBLRATEX -
ACCLGTRANS -
ACCNTRACT -
ACCUSTOMER -
ACIFACTV -
ACLEVEL -
ACMILESTN -
ACMILESTNX -
ACRETAIN -
ACRETAINX -
ACRETNG -
ACTRANSERR -
BR00.2 - Billing Detail
** Form purpose
Use Billing Detail (BR00.2) to define and maintain billing information for an
activity and account category combination, identify a mark-up percent, and
select taxation.
Use this to apply different types of rules based on the account category for
different types of costs.
Updated Files
ACBILLX -
ACBLACTV -
ACBLRATE -
ACBLRATEX -
ACHISTORY -
TXCODEMAST -
TXCOMPANY -
TXTAXCODE -
TXTAXTABLE -
Referenced Files
ACACCTCAT -
ACACCTCATX -
ACACCTCLSS -
ACACTGRP -
ACACTIVITY -
ACBILL -
ACBLRATE -
ACBLRATEX -
ACCLGTRANS -
ACCNTRACT -
ACCUSTOMER -
ACIFACTV -
ACLEVEL -
ACTRANSERR -
APACCRCODE -
CUCONV -
CURELAT -
GLSYSTEM -
TXTAXRATE -
BR00.3 - Ceiling Levels
Updated Files
ACCEILING -
ACCEILINGX -
ACHISTORY -
Referenced Files
ACACCTCAT -
ACACCTCATX -
ACACCTCLSS -
ACACTGRP -
ACACTIVITY -
ACBILL -
ACBILLX -
ACBLRATEX -
ACCLGTRANS -
ACIFACTV -
ACLEVEL -
ACTRANSERR -
MXCATDEF -
MXELEMENT -
MXVALIDATE -
INVOKED Programs
IFAC
ACAC
ACCL
IFCU
IFSG
IFAU
SLSE
SLSU
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