Project Billing: Mass Processing of Documents

This topic explains how to perform mass-processing operations related to project billing, and how the system generates, changes, or works with documents as a result of the mass processing.

Mass-Billing Projects

Multiple projects can be billed at the same time on the Run Project Billing (PM503000) form. On this form, you can run billing for multiple projects that are pending billing, based on the Invoice Date selected in the Summary area of the form. (By default, this box contains the business date.)

The form does not show the projects for which the Next Billing Date, which is specified on the Summary tab of the Projects (PM301000) form, is later than the Invoice Date, which is specified in the Selection area of the Run Project Billing form.

The system creates pro forma invoices or accounts receivable invoices (depending on the workflow configured for the project) with the date that is specified in the Invoice Date box in the Selection area of the form.

Mass-Releasing AR Invoices

Multiple accounts receivable invoices can be released at the same time on the Release AR Documents (AR501000) form. On this form, you select the unlabeled check boxes in the rows of the documents to be processed and click Release on the form toolbar to release the selected invoices; alternatively, you can click Release All to release all the invoices shown in the table.

Mass-Releasing Pro Forma Invoices

Pro forma invoices can be mass-released. To release multiple pro forma invoices at a time, you open the Process Pro Forma Invoices (PM506000) form, select the unlabeled check boxes in the rows of the pro forma invoices to be processed, select Release in the Action box in the Selection area, and click Process on the form toolbar. To instead release all the listed pro forma invoices, you click Process All on the form toolbar.

Mass-Recalculating Pro Forma Invoices

In some cases, you may need to validate the project balances to make draft invoice amounts of the project budget match the values of the change orders.

To recalculate budget values affected by change orders, on the Recalculate Project Balances (PM5040000) form, you select the Recalculate Draft Invoice Amount check box in the Selection area. You then select the unlabeled check boxes in the rows of the projects to be processed and click Process on the form toolbar to process the selected projects. Alternatively, you can click Process All to process all the projects shown in the table.

For more information, see Project Budget: Recalculation of the Project Budget.