Time and Material Billing: Mass Processing

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

Mass-Billing Projects

You can initiate billing for multiple projects on the Run Project Billing (PM503000) form; this billing entails the creation of multiple invoices. A project is listed on the form only if the invoice date is after its next billing date, which is specified on the Summary tab of the Projects (PM301000) form.

To initiate billing for particular projects, you select the unlabeled check boxes in the rows of the projects to be processed in the table on this form, and click Process on the form toolbar. To instead initiate billing for all the listed projects, you click Process All on the form toolbar.

During processing, the system generates project invoices for the selected projects. Pro forma invoices will be created for only those projects that have the Create Pro Forma Invoice on Billing check box selected on the Summary tab of the Projects (PM301000) form; AR invoices will be created for projects for which this check box is cleared. The system creates project invoices 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 Release Pro Forma Invoices (PM506000) form, select the unlabeled check boxes in the rows of the pro forma invoices to be processed, and click Release on the form toolbar. To instead release all the listed pro forma invoices, you click Release All on the form toolbar.