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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.
**More Information
You can use the Taxable and Tax Code or Service Location fields to define tax
rules for this activity. The values selected here will override the tax rules
established for the customer.
Note If you choose Time and Materials or Units of Production for your billing
method, you must select a Billing Rates option of Table (T) or Resource (R) to
tell the system where to look for the billing rate. If you select another
billing method, leave the Billing Rates field blank.
**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
Updated Files
ACBILL -
ACBILLX -
ACBLACTV -
ACBLRATE -
ACBLRATEX -
ACHISTORY -
ACMILESTN -
ACMILESTNX -
ACRETAIN -
ACRETAINX -
CUSTEP -
TXCODEMAST -
TXCOMPANY -
TXTAXCODE -
TXTAXTABLE -
Referenced Files
ACACCTCAT -
ACACCTCATX -
ACACTGRP -
ACACTIVITY -
ACBILLTOX -
ACBILLX -
ACBLRATE -
ACBLRATEX -
ACCATSUMX -
ACCNTRACT -
ACCTRCATGX -
ACCUSTOMER -
ACFEEDTL -
ACIFACTV -
ACLEVEL -
ACMILESTN -
ACMILESTNX -
ACRETAIN -
ACRETAINX -
ACRETNG -
ACSRVCLOC -
ACTRANSERR -
AGINGCODE -
APACCRCODE -
ARCOMP -
ARCUSTFLDS -
ARCUSTGRP -
ARCUSTOMER -
ARCUSTTOTS -
ARLOCKBOX -
ARPAYMENT -
BILLTO -
CUCONV -
CURELAT -
CUSTDESC -
EPTRANS -
GLSYSTEM -
INSTCTRYCD -
INSTREGN -
NATACCT -
NATBALANCE -
OECUST -
STATICCUST -
TXTAXRATE -
WFSETUP -
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 form to apply different types of rules based on the account category
for different types of costs. Select the More button to use Additional
Information (BR00.4) to specify tax rules or a service location for an account
category.
Note If you choose Time and Materials or Units of Production for your billing
method, you must select a Billing Rates option of Table (T) or Resource (R) to
tell the system where to look for the billing rate. If you select another
billing method, leave the Billing Rates field blank.
**More Information
Account categories inherit billing and revenue parameters from their parent
summary account categories. These parameters can be overridden on this form,
or by including the account category in a contract category group. Any billing
and revenue parameters set up for the contract category group override the
parameters that the member account categories inherit from their parent
summary account categories.
Updated Files
ACBILLX -
ACBLACTV -
ACBLRATE -
ACBLRATEX -
ACHISTORY -
CUSTEP -
TXCODEMAST -
TXCOMPANY -
TXTAXCODE -
TXTAXTABLE -
Referenced Files
ACACCTCAT -
ACACCTCATX -
ACACTGRP -
ACACTIVITY -
ACBILL -
ACBILLTOX -
ACBLRATE -
ACBLRATEX -
ACCATSUM -
ACCATSUMX -
ACCNTRACT -
ACCTRCATG -
ACCTRCATGX -
ACCUSTOMER -
ACIFACTV -
ACLEVEL -
ACSRVCLOC -
ACTRANSERR -
AGINGCODE -
APACCRCODE -
ARCOMP -
ARCUSTFLDS -
ARCUSTGRP -
ARCUSTOMER -
ARCUSTTOTS -
ARLOCKBOX -
ARPAYMENT -
BILLTO -
CUCONV -
CURELAT -
CUSTDESC -
EPTRANS -
GLSYSTEM -
INSTCTRYCD -
INSTREGN -
NATACCT -
NATBALANCE -
OECUST -
STATICCUST -
TXTAXRATE -
WFSETUP -
BR00.3 - Ceiling Levels
**Form Purpose
Use Ceiling Levels (BR00.3) to define ceiling levels for billing categories.
Ceiling levels are maximum amounts that you can set at multiple levels in the
activity structure to limit billing amounts at those levels. You set ceiling
amounts at the activity level on Activity Billing (BR00.1) and at the account
category class or account category level on Billing Detail (BR00.2).
**More Information
Time and Materials and Units of Production billing calculations validate the
billing category defined here. The billing category you select here must match
a billing category rate table defined on Billing Category Rates (BR03.1),
before the ceiling amounts you define here will take effect.
Updated Files
ACCEILING -
ACCEILINGX -
ACHISTORY -
Referenced Files
ACACCTCAT -
ACACCTCATX -
ACACTGRP -
ACACTIVITY -
ACBILL -
ACBILLX -
ACBLRATEX -
ACCATSUM -
ACCATSUMX -
ACCNTRACT -
ACCTRCATG -
ACIFACTV -
ACTRANSERR -
MXCATDEF -
MXELEMENT -
MXVALIDATE -
INVOKED Programs
IFAC
ACAC
ACCL
ACTA
API4
IFCU
IFOB
IFSG
IFLU
IFAU
SLSE
SLSU
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