7/5/2017 OracleEnterpriseAssetManagementUser'sGuide
SkipHeaders
OracleEnterpriseAssetManagementUser'sGuide
Release12.1
Contents Previous Next
PartNumberE1367006
WorkOrderBilling
Thischaptercoversthefollowingtopics:
Introduction
SettingUpWorkOrderBilling
BillingWorkOrders
CreatingaBillableWorkOrder
AssociatingItemsandActivitiestoaPriceList
InitiatingBilling
CreatinganInvoice
Introduction
Whilemaintaininganassetorservicingacustomerrequest,[Link]
discussesWorkOrderBilling,includingthefollowingtopics:
SettingUpWorkOrderBilling
BillingWorkOrders
CreatinganInvoice
SettingUpWorkOrderBilling
Whilemaintaininganassetorservicingacustomerrequest,[Link]
workperformedisbasedonthematerialandresourcerequirements(BillofMaterial)oftheWorkOrder,orthecostoftheActivityassociated
withtheWorkOrder.
Thissectionincludesthefollowingtopics:
WorkOrderBillingSetup
SettingUpParameters
SettingUpCostsfortheCostPlusBillingBasis
SettingUpPricesforthePriceListBillingBasis
ServiceAttributeSetup
SettingUpBillableMaterial
SettingUpaBillableResource
SettingUpaBillableActivity
BillingWorkOrders
Afterthesetuptasksarecomplete(See:SettingUpWorkOrderBilling),youcanbillthirdpartiesandcustomerstheworkperformed,while
[Link]'smaterialandresource
requirements(AssetBillsofMaterialandAssetRoutes),orthecostoftheActivitythatisassociatedwiththeWorkOrder.
Thissectionincludesthefollowingtopics:
CreatingaBillableWorkOrder
AssociatingItemsandActivitiestoaPriceList
InitiatingBilling
CreatingaBillableWorkOrder
WorkOrderBillingrequirescompleted,[Link],createaWorkOrderthatisassociatedwithbillablematerial,resources,and/or
[Link],[Link],aftertheWorkOrderiscompleted,the
[Link].
Tosetupabillableworkorder
[Link].
WorkOrders
[Link] 1/9
7/5/2017 OracleEnterpriseAssetManagementUser'sGuide
[Link],addthepreviouslydefinedbillablematerialtothecurrentWorkOrder'sBillofMaterial,asoperation10.
See:[Link]
WorkOrder'srouting,[Link]:SettingUpaBillableResourceandDefiningResourceRequirements.
[Link],[Link]:SettingUpaBillableActivity.
[Link]:eAMWorkOrderStatuses.
[Link](notall)andchargesomeresources(notall)tothecurrentWorkOrder(See:TransactingMaterialandTransacting
Resources,respectively).
[Link]:WorkPlans.
[Link]:[Link]
status,aswell.
[Link].
AssociatingItemsandActivitiestoaPriceList
Material,Resources,andActivitiesrequireassociationwithapricelist,beforeyoucanbillthem.
Toadditemsandactivitiestoapricelist
[Link].
AdvancedPricingPriceLists
[Link] 2/9
7/5/2017 OracleEnterpriseAssetManagementUser'sGuide
[Link]/oryourActivitiestothepricelist.
[Link].
RelatedTopics
SettingUpItemCostsandPrices
InitiatingBilling
IfaWorkOrderisataCompleteNoChargesorClosedstatus,youcanselectitforbilling.
Tobillbyrequirements
[Link].
FindWorkOrders
[Link].
[Link] 3/9
7/5/2017 OracleEnterpriseAssetManagementUser'sGuide
[Link].
[Link].
WorkOrderBilling
[Link],selectaCustomer.
[Link].
[Link].
IfyouselectCostPlus,selectaCostTypeandMarkup%.Forexample,chooseaFrozenCostType,ifyoudefinedafrozencostfor
[Link]:[Link]%defaultswitha0%value,butyoucan
optionallyupdateit.
IfyouselectthePriceListBillingBasis,[Link],iftheyareCustomer
Orderenabled(See:SettingUpItemCostsandPrices).
[Link]
unitrate,andthebilledquantity.
IfyoupreviouslychoseaCostPlusBillingBasis,theunitrateiscalculatedfromtheitemcostandmarkup.
IfyoupreviouslychoseaPriceListBillingBasis,theunitrateisretrievedfromthepricelistthatisassociatedwiththeitem(See:
AssociatingItemsandActivitiestoaPriceList).Ifmultipleratesexistfortheitem,thesystemdeferstothePriceListsetup(See:
SettingUpItemCostsandPrices).
[Link],entertheQuantitytobill,[Link]
differencebetweentheAppliedQuantityandPreviousBilledQuantity.
TheAppliedQuantityiswhattheWorkOrderusedformaterial,[Link]
resources,theAppliedQuantityequalstheresourceschargedtotheWorkOrder.
[Link]%,foreachbillableitem.
[Link],foreachbillableitem,[Link],
selectthetopcheckboxthisautomaticallyselectsallcheckboxes.
[Link].
[Link],indicatingthatbillinghassuccessfullycompleted.
Tobillbyanactivity
[Link].
FindWorkOrders
[Link] 4/9
7/5/2017 OracleEnterpriseAssetManagementUser'sGuide
[Link].
[Link].
[Link].
WorkOrderBilling
[Link],selectaCustomer.
[Link].
[Link].
IfyouselectCostPlus,selectaCostTypeandMarkup%.Forexample,chooseaFrozenCostType,ifyoudefinedafrozencostfor
[Link]:[Link]%defaultswitha0%value,butyoucan
optionallyupdateit.
[Link] 5/9
7/5/2017 OracleEnterpriseAssetManagementUser'sGuide
IfyouselectthePriceListBillingBasis,[Link],iftheyareCustomer
Orderenabled(See:SettingUpItemCostsandPrices).
[Link]
unitrateandthebilledquantity.
WorkOrderBilling
[Link].
BillingInitiated
[Link].
[Link].
[Link] 6/9
7/5/2017 OracleEnterpriseAssetManagementUser'sGuide
PastInvoiceDetails
IfyoubilledbyActivity,[Link],multiplelinesmayappear.
[Link].
CreatinganInvoice
Afterbillingisinitiated,[Link],asourceisdefinedinOracleReceivablestoidentifywhereyourinvoicingactivityoriginates.
[Link],[Link],youcan
[Link],orexecuteitfromthemenu.
Toensureabatchsourceexists
[Link].
TransactionSources
[Link],[Link],performthefollowingsteps:
[Link].
[Link],thesystemautomatically
numbersthebatchwiththebatchsourcenamerequestID.
[Link].
[Link],[Link]
date,thistransactionbatchsourceisactiveindefinitely.
[Link],checktheAutomaticTransactionNumberingcheckboxand
[Link].
[Link],toassignthesamenumbertoboththedocumentandtransaction,fortransactionsassignedtothissource,checkthe
CopyDocumentNumbertoTransactionNumbercheckbox.
[Link],See:TransactionBatchSources, OracleReceivablesUser'sGuide.
[Link] 7/9
7/5/2017 OracleEnterpriseAssetManagementUser'sGuide
ToensureaWorkOrderBillingflexfieldcodeexists
[Link].
DescriptiveFlexfieldSegments
[Link]
ContextFieldValuesregion,performthefollowingsteps:
[Link].
[Link].
[Link].
[Link].
[Link],atleast,thefollowingsegmentsaredefined:WorkOrder,WorkOrderId,InvoiceNumber,andLineNumber.
[Link].
Tocreateinvoices
[Link].
[Link],fromtheNamelistofvalues.
Parameters
[Link] 8/9
7/5/2017 OracleEnterpriseAssetManagementUser'sGuide
[Link]
numberofinstancesenablesyoutoimporttransactionsintoReceivablesfaster.Youcansubmitamaximumof15instances.
Tip:[Link]
toenter:
(NumberofAvailableCPUs)1=NumberofInstances
Forexample,ifyouhavefiveCPUs,submitfourinstancesoftheAutoInvoiceMasterprogram.
[Link].
[Link]
source,[Link]:Determining
Dates, OracleReceivablesUser'sGuide
.
[Link].
[Link].
RelatedTopics
TransactionBatchSources,OracleReceivablesUser'sGuide
RunningAutoInvoice,OracleReceivablesUser'sGuide
Contents|Previous|TopofPage|Next
Copyright2010,2016,Oracleand/[Link].
[Link] 9/9
