Troubleshooting Progress Billing
Below are a few possible solutions to situations in which jobs or proposals
do not appear in the Select for Progress Billing grid or why line items
might not have calculated or displayed amounts.
- The Billing
Method in the job record is set to No Progress Billing
- The filter selections
on the Select
for Progress Billing - Filter Selection window prevent it from
displaying
- The As
of date selected on the Select
for Progress Billing - Filter Selection window is outside the range
of the
and/or
dates for the job as specified in the job record
- There is no valid
customer selected for the job in the
field in the job record
- The proposal is not
an accepted proposal.
- The proposal is no
longer open, but has been closed.
- The date of the proposal
is after the As of date selected.
- The proposal contains
serialized inventory or serialized assembly items.
- You have not updated
the Bill % by manually entering
a value or using the Select Percentage
to Bill window to update line items (Percent of Contract only)
- The Bill
% has been manually set to 0.00
- You do not have any
Estimated Revenues for the line
item
- You do not have any
Estimated Expenses for the line
item (Percent of Completion only)
- You do not have any
Actual Expenses incurred since
the last billing for the line item (Percent of Completion only)
- Actual expenses may
not have had all of the appropriate line items coded with a Job ID (Percent
of Completion only)
For detailed information on setting up and using each billing method,
select one of the links below:
Percent of Contract billing
Percent of Completion billing
Percent of Proposal billing
Why is my job missing from the Percent
of Contract/Completion tab?