Billing Proposal
A Billing Proposal is what is billed now on a Project Contract. Choose the contract, and its billing lines come in with the quantity not yet billed. Lower a quantity to bill part of a line. Tax is worked out on each line.
What it is for
The proposal records what has been billed against each contract line, so the contract knows what is still open. It is the Billed figure on the Project Profitability and Contract Billing Status lists.
The rule people get wrong: the proposal is the end of the module. It raises no customer invoice and posts nothing. The invoice is made on Customer Invoice in receivables.
Every field in plain words
Header
| Field | What it means | What to put |
|---|---|---|
| Billing Proposal | The number | Required |
| Billing Proposal Date | The date of the proposal | Required |
| Customer | Who is billed | Required. Only customers with a project contract |
| Customer for Invoice | Who the invoice would go to | Copied from Customer and locked |
| Project Contract | The contract billed | Required. Only that customer's contracts. Choosing it fills the lines |
| Project | Narrow the lines to one project of the contract | Optional. Changing it fills the lines again |
| Posting Date | The proposal's posting date | Required. The tax rates are taken on this date |
| Required Date | When it is needed | A date |
| Currency, Exchange Date, Exchange Rate | The currency | Defaults to the company's currency; locked after Create |
| Responsible | Who prepared it | Pick from the responsible list |
| Order Journal, Posting Profile, Responsibility Central | Recorded on the proposal | Nothing on save reads them |
| Tax Zone | The tax zone for lines that have none | Chosen at Create |
| Tax Exempt number, Price Including Tax | Recorded on the proposal | |
| Sales Area, Sales Organization, Sales Team, Customer Reference | Recorded on the proposal | |
| Notes | Anything to remember | Free text |
Lines
| Column | What it means |
|---|---|
| Project, Project Billing, Sequence, Billing Line, Category | From the contract line |
| Quantity, Unit | The quantity billed now. Comes in as the quantity still open; lower it to bill part |
| Price | From the contract line |
| Gross Amount | Quantity x Price |
| Discount %, Discount Amount | Type either; the other follows. Comes in in proportion to the open quantity |
| Net Price, Net Amount | After discount |
| Tax Zone, Tax Group | Decide the tax lines |
| Line Text | A note |
The Tax lines button shows a line's tax codes, percentages and amounts.
Totals
Gross, Discount, Net, Tax and Landed Amount (net plus tax), each also in the company's currency at the exchange rate.
How it fills
- Choose the Customer, then the Project Contract, and if you want one Project.
- Every billing line of the contract that still has an open quantity comes in, with the quantity not yet taken by earlier proposals and its amounts in the same proportion. A line with no quantity on the contract always comes in.
- Lower a quantity to bill part of a line, or delete lines not billed now.
- Save. The quantity on each contract line, added over this proposal, may not pass what was open.
Scenarios
- The second milestone of a building contract is reached. Choose the contract; the first milestone is fully billed and does not come in. Delete the third milestone line, save.
- Twelve of 24 maintenance visits made. The visits line comes in with 24 open; lower it to 12.
- The customer needs a tax invoice. Type it on Customer Invoice in receivables, with the proposal's amounts. Nothing carries the lines across.
What it is connected to
- Project Contract - the lines and their open quantity.
- Project - the Timeline lists the proposal.
- Project lists and reports - Contract Billing Status, Project Profitability, the proposal print.
If something looks wrong
- "Line ...: quantity ... is more than the ... still open on the contract." That contract line has less left to bill. Lower the quantity.
- A contract line does not come in. It is fully billed on earlier proposals.
- The customer is not in the list. The customer has no project contract.
- No invoice appeared in receivables. A billing proposal makes none. Raise the invoice on Customer Invoice.