If a Work Order is at a Complete - No Charges or Closed status, you can select it for billing.

   To bill by requirements:

1. Navigate to the Find Work Orders window.

2. Select the Work Order you wish to bill.

3. Choose Find.

4. Choose Bill by Requirements.

5. Within the Work Order Billing window, select a Customer.

6. Select a Bill To for the current customer.

7. Select a Billing Basis. Valid values are Price List and Cost Plus.

   • If you select Cost Plus, select a Cost Type and Markup %. For example, choose a Frozen Cost Type, if you defined a frozen cost for the material and resource items. See: Setting Up Item Costs and Prices. The Markup % defaults with a 0% value, but you can optionally update it.

   • If you select the Price List Billing Basis, select a Price List. All billable items appear on the selected price list, if they are Customer Order enabled (See: Setting Up Item Costs and Prices).

8. Choose Calculate Amounts. The unit rates are calculated for each billable item. The total amount of each billable item is a function of the unit rate, and the billed quantity.

   • If you previously chose a Cost Plus Billing Basis, the unit rate is calculated from the item cost and markup.

   • If you previously chose a Price List Billing Basis, the unit rate is retrieved from the price list that is associated with the item (See: Associating Items and Activities to a Price List). If multiple rates exist for the item, the system defers to the Price List setup (See: Setting Up Item Costs and Prices).

9. Within the Bill by Requirements region, enter the Quantity to bill, for each billable item. This quantity should be no greater than the difference between the Applied Quantity and Previous Billed Quantity.

   The Applied Quantity is what the Work Order used; for material, the Applied Quantity is the material issued to the Work Order. For resources, the Applied Quantity equals the resources charged to the Work Order.

10. Optionally enter the Markup %, for each billable item.

11. To indicate the lines that you want to bill, for each billable item, you can optionally select the individual Bill check boxes. To bill all lines, select the top check box; this automatically selects all check boxes.

12. Choose Initiate Billing to execute the billing process and populate the billing information within the Accounts Receivables interface tables.

13. Choose OK on the confirmation note, indicating that billing has successfully completed.

   To bill by an activity:

1. Navigate to the Find Work Orders window.

2. Select the Work Order you wish to bill.

3. Choose Find.

4. Choose Bill by Activity.

5. Within the Work Order Billing window, select a Customer.

6. Select a Bill To for the current customer.

7. Select a Billing Basis. Valid values are Price List and Cost Plus.

   • If you select Cost Plus, select a Cost Type and Markup %. For example, choose a Frozen Cost Type, if you defined a frozen cost for the material and resource items. See: Setting Up Item Costs and Prices. The Markup % defaults with a 0% value, but you can optionally update it.

   • If you select the Price List Billing Basis, select a Price List. All billable items appear on the selected price list, if they are Customer Order enabled (See: Setting Up Item Costs and Prices).

8. Choose Calculate Amounts. The unit rates are calculated for each billable item. The total amount of each billable item is a function of the unit rate and the billed quantity.

9. Choose Initiate Billing.

10. Choose OK.

11. Optionally choose View Past Details to view what was billed.

    If you billed by Activity, one line appears. If you billed by requirements, multiple lines may appear.

12. Choose Close to return to the Find Work Orders window.