Grouping Invoices: 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 Validation of Settings
Enable/Disable Features (CS100000) form Make sure that the Project Accounting check box is selected.
Projects Preferences (PM101000) form Make sure that all necessary settings related to project accounting have been specified. For more information about configuration steps that you have to perform before you can start accounting for projects, see Basic Project Configuration: General Information.
Account Groups (PM201000) form Make sure that all necessary account groups are configured.
Billing Rules (PM207000) form Make sure that all necessary billing rules are configured. In each billing rule, make sure that the same Invoice Group is specified for the needed billing steps.
Projects (PM207000) form Make sure that the following conditions are met:
  • The status of the project is Active, Completed, or Suspended.
  • The status of the project tasks of this project is Active or Completed.
  • A billing rule is assigned to each project task.

Other Settings That Affect Workflow

You can configure a project task so that it is billed separately. To do this, select the Bill Separately check box on the Summary tab (Billing and Allocation Settings section) of the Project Tasks (PM302000) form.