BR00.1 - Activity Billing
**Form Purpose
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.
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.
**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
Updated Files
ACBILL -
ACBILLX -
ACBLACTV -
ACBLRATE -
ACBLRATEX -
ACHISTORY -
ACMILESTN -
ACMILESTNX -
ACRETAIN -
ACRETAINX -
Referenced Files
ACACTGRP -
ACACTIVITY -
ACBILLX -
ACBLRATE -
ACBLRATEX -
ACCLGTRANS -
ACCNTRACT -
ACCUSTOMER -
ACIFACTV -
ACLEVEL -
ACMILESTN -
ACMILESTNX -
ACRETAIN -
ACRETAINX -
ACRETNG -
ACTRANSERR -
BR00.2 - Billing Detail
**Form Purpose
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 to apply different types of rules based on the account category for
different types of costs.
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
ACBILLX -
ACBLACTV -
ACBLRATE -
ACBLRATEX -
ACHISTORY -
TXCODEMAST -
TXCOMPANY -
TXTAXCODE -
TXTAXTABLE -
Referenced Files
ACACCTCAT -
ACACCTCATX -
ACACCTCLSS -
ACACTGRP -
ACACTIVITY -
ACBILL -
ACBLRATE -
ACBLRATEX -
ACCLGTRANS -
ACCNTRACT -
ACCUSTOMER -
ACIFACTV -
ACLEVEL -
ACTRANSERR -
APACCRCODE -
CUCONV -
CURELAT -
GLSYSTEM -
TXTAXRATE -
BR00.3 - Ceiling Levels
**Form Purpose
Use Ceiling Levels (BR00.3) to define ceiling levels. 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
labor category defined here. The labor category you select here must match a
labor category rate table defined on Labor Rates (BR03.1), before the ceiling
amounts you define here will take effect.
Updated Files
ACCEILING -
ACCEILINGX -
ACHISTORY -
Referenced Files
ACACCTCAT -
ACACCTCATX -
ACACCTCLSS -
ACACTGRP -
ACACTIVITY -
ACBILL -
ACBILLX -
ACBLRATEX -
ACCLGTRANS -
ACIFACTV -
ACLEVEL -
ACTRANSERR -
MXCATDEF -
MXELEMENT -
MXVALIDATE -
INVOKED Programs
IFAC
ACAC
ACCL
IFCU
IFSG
IFAU
SLSE
SLSU
|