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. On this form, you select the unlabeled check boxes in the rows of the projects to be processed in the table, and you click Process on the form toolbar. The system initiates billing 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 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 Release Pro Forma Invoices (PM506000) form, select the unlabeled check boxes in the rows of the pro forma invoices to be processed, and click Process on the form toolbar. To instead release all the listed pro forma invoices, you click Process All on the form toolbar.