Billing for completed work on open work orders

You can specify that partial billing is allowed for a price schedule. Partial billing means that completed work on a work order is included in a bill batch, even if the work order remains open. Work can be billed as soon as the transactions are recorded on the work order. This means that a work order can be kept open for the duration of a project. Project-related costs can be billed as they are reported.

For example, work orders for both small and large projects are closed when the work is accepted by a customer. Project work orders include labor, material, and services and are added to the project work order when the purchase order is processed. Often, charges are applied to a work order after billing is completed. Therefore, when an approved transaction is added to a work order that is billed, the transaction is included in the next bill batch.

You indicate that partial billing is allowed for work orders associated with a price schedule by selecting Bill Approved Work on the price schedule. You cannot bill for completed work on open work orders if special pricing (included pricing, minimum pricing, or price quotations) is used on the price schedule.

If Bill Approved Work is selected, when you create a bill batch you can choose to bill open transactions based on financial period. In this case, you specify the financial period for the bill batch. Then, the bill batch includes work order transactions if the financial period on the transactions is earlier than or equal to the financial period specified.

If you choose not to bill by financial period, there is no date check on the work order transactions. In this case, transactions are billed as they are entered and approved. If a transaction is added to a work order after it is billed, that transaction is billed separately in the next bill batch.

The billing history of a work order shows the amount billed for the work order in each bill batch that included transactions from that work order.

A price schedule cannot be removed from a work order after any transactions on the work order are billed.