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BR00.1 - Activity Billing
Use Activity Billing (BR00.1) to define and maintain activity billing
parameters. There are six different methods you can bill a customer for: Time
and Materials, Cost Plus, Units of Production, Milestones, Pass Thru, and
user defined.
**Process at a Glance
1. Define your billable account categories
2. Define billing parameters using this form
3. Assign the billing activity to a customer
**More Information
You can use the Taxable and Tax Code or Service Location fields to define
tax rules for this activity. The values selected here will override the tax
rules established for the customer.
NOTE If you choose Time and Materials or Units of Production for your
billing method, you must select a Billing Rates option of Table (T) or
Resource
(R) to tell the system where to look for the billing rate. If you select
another
billing method, leave the Billing Rates field blank.
Updated Files
ACBILL -
ACBILLX -
ACBLACTV -
ACBLRATE -
ACBLRATEX -
ACHISTORY -
ACMILESTN -
ACMILESTNX -
ACRETAIN -
ACRETAINX -
CUSTEP -
TXCODEMAST -
TXCOMPANY -
TXTAXCODE -
TXTAXTABLE -
Referenced Files
ACACCTCAT -
ACACCTCATX -
ACACTGRP -
ACACTIVITY -
ACBILLTOX -
ACBILLX -
ACBLRATE -
ACBLRATEX -
ACCATSUMX -
ACCNTRACT -
ACCTRCATGX -
ACCUSTOMER -
ACFEEDTL -
ACIFACTV -
ACMILESTN -
ACMILESTNX -
ACRETAIN -
ACRETAINX -
ACRETNG -
ACSRVCLOC -
AGINGCODE -
APACCRCODE -
ARCOMP -
ARCUSTFLDS -
ARCUSTGRP -
ARCUSTOMER -
ARCUSTTOTS -
ARLOCKBOX -
ARPAYMENT -
BILLTO -
CUCONV -
CURELAT -
CUSTDESC -
EPTRANS -
GLSYSTEM -
INSTCTRYCD -
INSTREGN -
NATACCT -
NATBALANCE -
OECUST -
STATICCUST -
TXTAXRATE -
WFSETUP -
BR00.2 - Billing Detail
Use Billing Detail (BR00.2) to define and maintain billing information
for an activity and account category combination, identify a mark-up percent,
and select taxation.
Use this form to apply different types of rules based on the account
category for different types of costs. Select the More button to use
Additional
Information (BR00.4) to specify tax rules or a service location for an account
category.
NOTE If you choose Time and Materials or Units of Production for your
billing method, you must select a Billing Rates option of Table (T) or
Resource
(R) to tell the system where to look for the billing rate. If you select
another
billing method, leave the Billing Rates field blank.
**More Information
Account categories inherit billing and revenue parameters from their
parent summary account categories. These parameters can be overridden on this
form, or by including the account category in a contract category group. Any
billing and revenue parameters set up for the contract category group override
the parameters that the member account categories inherit from their parent
summary account categories.
Updated Files
ACBILLX -
ACBLACTV -
ACBLRATE -
ACBLRATEX -
ACHISTORY -
CUSTEP -
TXCODEMAST -
TXCOMPANY -
TXTAXCODE -
TXTAXTABLE -
Referenced Files
ACACCTCAT -
ACACCTCATX -
ACACTGRP -
ACACTIVITY -
ACBILL -
ACBILLTOX -
ACBLRATE -
ACBLRATEX -
ACCATSUM -
ACCATSUMX -
ACCNTRACT -
ACCTRCATG -
ACCTRCATGX -
ACCUSTOMER -
ACIFACTV -
ACSRVCLOC -
AGINGCODE -
APACCRCODE -
ARCOMP -
ARCUSTFLDS -
ARCUSTGRP -
ARCUSTOMER -
ARCUSTTOTS -
ARLOCKBOX -
ARPAYMENT -
BILLTO -
CUCONV -
CURELAT -
CUSTDESC -
EPTRANS -
GLSYSTEM -
INSTCTRYCD -
INSTREGN -
NATACCT -
NATBALANCE -
OECUST -
STATICCUST -
TXTAXRATE -
WFSETUP -
BR00.3 - Ceiling Levels
Use Ceiling Levels (BR00.3) to define ceiling
levels for billing categories. Ceiling levels are maximum amounts that you
can set at multiple levels in the activity structure to limit billing amounts
at those levels. You set ceiling amounts at the activity level on Activity
Billing (BR00.1) and at the account category class or account category
level on Billing Detail (BR00.2).
**More Information
Time and Materials and Units of Production billing calculations validate
the billing category defined here. The billing category you select here must
match a billing category rate table defined on Billing Category Rates
(BR03.1),
before the ceiling amounts you define here will take effect.
Updated Files
ACCEILING -
ACCEILINGX -
ACHISTORY -
Referenced Files
ACACCTCAT -
ACACCTCATX -
ACACTGRP -
ACACTIVITY -
ACBILL -
ACBILLX -
ACBLRATEX -
ACCATSUM -
ACCATSUMX -
ACCNTRACT -
ACCTRCATG -
ACIFACTV -
MXCATDEF -
MXELEMENT -
MXVALIDATE -
INVOKED Programs
IFAC
ACAC
ACTA
API4
IFCU
IFOB
IFSG
IFLU
IFUP
SLSE
SLSU
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