Setting billing options

You can specify the status at which completed work can be added to a bill batch. You also can specify whether to display a message about an existing open bill batch when you create a new batch for the same customer agreement.

About this task

When you specify billing status for work orders, including activities, changes, and releases, the option does not apply to work orders that are linked to a price schedule that has the Bill Approved Work option selected. On these types of work orders, approved transactions are selected for billing on open work orders.

Procedure

  1. In the Organizations (SP) application, select the organization for which you want to set billing options.
  2. Select Service Provider Options > Billing Options. For each record type, select that status at which that record is billable. Billing objects are selected for a bill batch based on the status and the date they were completed.
  3. Optional: If you do not want to display a message about an existing bill batch when a new batch is created for the same customer agreement, select Service Provider Settings > Customer Billing Options and deselect the check box.
  4. Save your changes.
Parent topic: Configuring system settings

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