Project Billing: Implementation Checklist

To ensure that the system is configured properly for project billing, make sure that the features and settings listed in the table are configured as described in the following table.

Form Task to Perform
Billing Rules (PM207000) form Make sure that a billing rule is configured as described in the topics of the Creating Billing Rules chapter.
Projects (PM301000) Make sure that the appropriate billing rules are assigned to needed project tasks, and the project is pending billing.

Also, select how the project should be billed as follows:

  • To cause pro forma invoices to be created during the project billing, select the Create Pro Forma Invoice on Billing check box on the Summary tab of the Projects (PM301000) form.
    Attention:

    Notice the following limitations:

    • The processing of pro forma invoices does not support inclusive sales taxes. To be able to use inclusive taxes, configure the project for direct AR billing.
    • Project billing with pro forma invoices does not support the gross tax calculation mode, which is specified at the customer location level. To be able to use the gross tax calculation mode, configure the project for direct AR billing. The gross tax calculation mode is available if the Net/Gross Entry Mode feature is enabled on the Enable/Disable Features (CS100000) form.
  • To cause accounts receivable invoices to be created during the project billing, clear the Create Pro Forma Invoice on Billing check box on the Summary tab of the Projects form.

Other Settings That Affect the Workflow

To make the system automatically associate additional project transactions that are generated (such as discounts or freight charges) with specific project tasks, map specific general ledger accounts to these project tasks within the project in the Default Task for GL Account section on the Defaults tab of the Projects form. For more information, see Insertion of Default Project Tasks in Document and Transaction Lines.