Create Bills Action

Create Bills action is a quick tool for creating bills from existing work orders and fulfillment, as well as offers a results pane to review pending bills.

• First step is to select an action to begin the process:
  • From Work Orders generates bills based on work that was requested and completed against an existing work order.
  • From Fulfillment generates bills based on fulfilled quantities for work completed without a work order.
  • Review Bills allows user to review the bills which have already been created.
• Second step is to select a time period for the creation or review of bills
• Third step is to select "Search" to retrieve any records which match the criteria.
• The results pane will populate with matches at which time a user may select all, deselect all, or individually select the items desired for processing
• Fourth step is to select a bill date for the records selected previously; not all records selected will be processed with the same Bill Date
• Fifth step select create bills which will show a progress bar. Once complete the bills selected will populate the results pane. At this time a user can select
  • all or some of the records and select the "Mark Bills Complete" and submit automatically to the accounting system in Accounting Integration is in use.