Invoicing Contract Billings
This section will explain how to invoice contract
jobs including change orders that are not billed using the progressing
billing progress. Review the Invoicing a Progress Billing Job section
for details on progress-billing jobs. Review the Time and Material Jobs section
if the job is not based on a contract.
All invoices will appear on the Billings tab of the job no matter if it is a T&M,
a progress-billing or a standard invoice. Retainage percentages should
be entered before any billings are entered and processed. Review the
Retainage
> Changing Retainage in a Job section
for details.
A sales order or invoice can be created for a contract
job in three ways:
Created directly from a quote or proposal
The contents of the sales order or invoice is manually created
and associated with a job
Created from the billing tab of the job
Job
Billings ERP Support Training
Creating a Sales Order from a Quote
Load a job that contains a proposal or budget information
by selecting a job from Job Costing > Jobs
list. Open the Budget tab of the job as
shown below:
Highlight the quote or change order
and click the View button to open the quote the user wishes to invoice.
Click on the Process
menu of the proposal. If the proposal has not been applied to a job,
click the Apply to Job option
and enable the Create Sales Order
option. If the proposal has been applied to job (Apply to Job option
is disabled) then select Create Sales
Order option. Either process will create
a sales order from the contents of the proposal.
Select Do
not copy Product Ids if any of the following
conditions are true:
When inventory items
have already been transferred via the Inventory
Transfer dialog.
The inventory was expensed
directly to a job when purchased within an expense invoice: Review
Allocating
Costs from a Purchase Order or Expense Invoice for details
on this method of adding costs.
Complete the Create Sales Order
wizard options. Review the Proposals
> Processing Proposals > Creating a Sales Order section
of the sales documentation for more details.
Manually Entering and Associating a Sales Order
A sales order can be entered within the sales order
screen using the following steps:
Select from the main EBMS menu.
Enter the Customer Id.
Enter the Job Id so
the sales order is associated with a job.
Select .
Enable the Calculate
retainage on this invoice option if the
contract requires retainage to be withheld from this sales invoice.
Review the Retainage
> Changing Retainage in a Job section
for more details on withholding retainage.
Enter sales order detail. Do
not enter Product items into the sales invoice if inventory product costs
have already been transferred or expensed to the job. Entering
Product codes may cause the product cost to be applied to the
job twice. Review Job
Costs > Sales Invoice for more details on product codes within
the sales invoice.
Save or process the sales order. Review
[Sales]
Sales Order > Changing Sales Orders for information on creating
a sales order.
Creating a Sales Order from the Billing Tab
An alternate method of entering a sales order is by opening the job
you wish to bill and selecting the Billings
tab as show below:
Click on the New button
and the following dialog will appear:
Select the Blank Sales Order
option.
Click the Finish button
and a blank sales order will be opened with the proper Customer
Id and Job Id entered
into the sales order.
Enter sales order detail. Do
not enter Product items into the sales invoice if inventory product costs
have already been transferred or expensed to the job. Entering
Product codes may cause the product cost to be applied to the
job twice. Review Job
Costs > Sales Invoice for more details on product codes within
the sales invoice.
Save or process the sales order. Review [Sales]
Sales Order for more details on the sales order entry and
processing. Exit the sales order to return to the job
dialog.