About the Billing ProcessAbout the Billing ProcessYou create a bill batch in the Customer Billing (SP) application. Only one bill batch for a customer agreement is active. Work orders, tickets, and sales orders associated with all revisions of the agreement can be added to the bill batch.
Completing the final review and adjustments
You add bill lines to the batch when you click the Copy WO's, Tickets, and SO's button in the Bill Batch Lines table window. Unbilled, closed, resolved, or completed work orders, tickets, and sales orders are copied to the table rows. Their completed or resolved date is less than or equal to the bill end date.
Note: Your system administrator determines the status of the work orders, tickets, or sales orders that are included in the batch. For example, the administrator might determine that the status must be "closed" for records to be included in a bill batch. Alternately, they might determine that the status must be "resolved" or complete" for records to be included in a bill batch.
These billing objects might be added to a bill batch for the first time, or they might have been billing objects from the previous bill batch that were disputed or on hold. The billing objects are for all revisions of the associated customer agreement.
If the previous bill batch for this customer and agreement has a BILLED status, the new bill batch can create lines with the following statuses:
WAPPR - These lines match the agreement and completion date with the agreement and dates on the bill batch.
HOLD - These lines were in a previous batch for this agreement but were not billed with the batch.
DISPUTE - These lines have been in a previous batch, were disputed by the customer, and were not billed with the batch.
If the previous bill batch for this customer and agreement was canceled, the new batch contains all lines from that batch except lines with a status of REMOVED.
See the links at the end of the topic for information about bill batch and bill line statuses.
Adjust bill lines
When you review the lines in the bill batch, you might correct errors in the work orders, tickets, or sales order by returning to the work order application, the ticket application, or the sales order application, and updating incorrect information. Changes you make in those applications may result in a recalculated agreed price.
For example, you noticed that a labor failed to report hours to the work order. When you add the missing labor hours to the work order, the agreed price on that bill line is recalculated to include the increased labor cost.
Another way to adjust a bill line is to enter a new value in the Bill Price field. If you change the bill price, the agreed price is not changed, but the price that is billed to the customer is changed.
Change line and batch status
After you review a bill batch for accuracy and completeness, change the status of lines as needed and change the status of the batch to PREBILL. If the bill batch contains lines you do not want to bill, change the status of the line to HOLD. The batch now is available to the customer to review in the Bill Review (SP) application.
The customer does not see lines with a status of HOLD or REMOVED. The customer can change lines from WAPPR to APPROVED or to DISPUTE and from APPROVED back to WAPPR or to DISPUTE. Disputed lines require remarks by the reviewing customer. The customer changes the batch status to REVIEWED, to make it available for your review and final bill tasks.
The bill batch has a status of REVIEWED. You review and try to resolve any lines with a status of DISPUTE. Change the status of these lines to RESOLVED or to HOLD. After you complete the review, change the batch status to BILLED.
All lines in a BILLED bill batch with an APPROVED or RESOLVED status are considered billed. You can send these bills to your accounts payable system.
All lines in a BILLED bill batch with a HOLD or DISPUTE status are not billed. They are included in the next bill batch if they are eligible to be billed at that time.
To see billing status for a record, use the View the Billing Status History action on that record. The work order, ticket, or sales order that was billed displays bill status.
To see costs and prices for a ticket or work order, use the View Costs and Prices action on that record.
To see all revenue for a revision of a customer agreement, see the Revenue section of the Customer Agreement tab of the Customer Agreements (SP) application for that record.
Review and Complete a Bill Batch
Sales Tax Calculations