Billing template workflow

Billing templates are either based on milestones or project percent complete. Use this workflow to set up billing templates for your company.

Configure Projects

Since billing templates are based either on project or milestone (task) percent completion, configure Projects to require the projects dimension and to track project and task information on timesheets.

1. Go to Projects >Setup > Configuration.
2. In the Timesheet settings section, select either Project and task or Customer / Project and task for Track time by. Either of these options makes both the project and task dimensions required on timesheets.
3. In the Billable options section, select Enable project billing.
4. In the Dimension setup section, select the checkbox next to Projects and click Save.

Configure Order Entry

1. Go to Order Entry >Setup > Configuration.
2. In the Dimension setup section, select the checkbox next to Projects and click Save.

Create transaction definitions

Create sales order and sales invoice transaction definitions to use with your project billing templates in your fixed fee project billing.

Billing templates can only be associated with sales orders. Typically, a user enters the total fixed fee amount for the project or milestone task line item and selects the billing template on the project sales order.

Then, if the completeness percentage as defined on the billing template is met, generating invoices converts the sales order to a sales invoice.

Transaction definition	Settings
Sales order	Template type = Order Transaction posting = Do not post Partial conversion handling = Leave transaction open
Sales invoice	Template type = Invoice Numbering sequence = <valid numbering sequence> Transaction posting = Accounts Receivable Transaction conversion: Can be created from = <select the applicable project sales order>

Assign permissions to users

Although billing templates are specific to the Projects application, look for the billing templates permissions and menu option in Order Entry.

Assign the List, View, Create, Edit, and/or Delete permissions for Billing Templates in Order Entry to the applicable users or roles.

Define billing templates

Use an existing fixed fee project to verify the setup.

1. Create a sales order for a fixed fee project (using the sales order transaction definition you identified), and select a billing template that is based on Observed percent complete (this is the easiest type to test).

   If the Billing template field does not display in the line item Entries-Show details section of the sales order, review steps 1-5 of this set up topic.

2. In the project or milestone task, enter an Observed percent complete value that will trigger an invoice amount.
3. Run Generate invoices: Preview using the invoice transaction definition you created in step 3 of this topic.

   The Order Entry transactions results list should display the sales order with the applicable Percent completed and Percent to invoice values.

   If you don't see the sales order in the list, check the Can be converted from setting on the invoice transaction definition to make sure you selected the applicable sales order.