Billing Proposal
A billing proposal collects the service order lines to be billed now, with quantities and prices, so they can be invoiced in part or in steps.
What it is for
Copy From › Service Order brings the order's lines. Change quantity, price and discount as needed; tax is recalculated for the posting date. The proposal posts nothing.
The invoice is made on the Customer Invoice screen in Receivables, on a journal whose billing type is the service billing proposal, by picking this proposal. Once invoiced:
- a line cannot be removed and its quantity cannot go below what was invoiced;
- the proposal cannot be deleted.
A service order referred to by a proposal cannot be deleted, and its lines cannot be reduced below the proposed quantity.
Every field in plain words
Totals. The Total button (or the totals panel) shows Gross Amount, Discount Amount, Net Amount, Tax Amount, Amount Including Tax. They are worked out from the lines and cannot be typed.
General
| Field | What it means | What to put |
|---|---|---|
| Billing Proposal | The code or number of this record | A short unique code, or the next number when a number range is set up. Required. Cannot be changed once saved |
| Posting Date | The date of the document | A date. Taxes on the lines are worked out for this date. Required. Cannot be changed once saved |
| Responsible | The person responsible | Pick from the responsible persons list. Cannot be changed once saved |
Account Information
| Field | What it means | What to put |
|---|---|---|
| Customer | The customer the work is for | Pick from the customer list. Required. Cannot be changed once saved |
| Name | The customer name | Fills in from the customer. Required |
| Customer for Invoice | The customer the invoice goes to, when it is not the same as the customer | Pick from the customer list. Required. Cannot be changed once saved |
| Notes | A note on the document | Free text. Required |
| Currency | The currency of the prices | Pick a currency. Required. Cannot be changed once saved |
| Exchange Date | The date the exchange rate is read for | A date. Required. Cannot be changed once saved |
| Exchange Rate | Rate from the document currency to the company currency | Fills in from the rates for the exchange date; change it if your rate differs. Required. Cannot be changed once saved |
Administration
| Field | What it means | What to put |
|---|---|---|
| Order Journal | The journal of the document | Pick a journal |
| Posting Profile | The posting profile | Pick a posting profile |
| Responsibility Central | The responsibility center | Pick a responsibility center. Cannot be changed once saved |
| Tax Zone | Tax zone used to find the tax rates | Pick a tax zone. Cannot be changed once saved |
| Tax Exempt number | The customer's tax exemption certificate number | Free text |
| Sales Area | Sales area | Pick a sales area |
| Sales Organization | Sales organization | Pick a sales organization |
| Sales Team | Sales team | Pick a sales team |
| Customer Reference | The customer's reference | Free text |
Billing Proposal
| Column | What it means | What to put |
|---|---|---|
| Category | The category of the line. The category carries the revenue account and the tax group | Fills in by itself |
| Name | Name of the category | Fills in by itself |
| Unit | Unit of measure | Fills in by itself |
| Quantity | How many | A number greater than zero |
| Price | Price per unit before discount | An amount |
| Gross Amount | Quantity times price | Calculated |
| Discount Amount | Discount on the line as an amount | An amount, or leave it to the percentage |
| Discount % | Discount on the line as a percentage | A percentage, at most 100 |
| Net Price | Price per unit after discount | Calculated |
| Net Amount | Line amount after discount | Calculated |
| Tax Group | Tax group of the line | Pick a tax group. With the tax zone it decides the tax lines |
| Tax Zone | Tax zone used to find the tax rates | Pick a tax zone |
| Line Text | A note on the line | Free text |
How to configure it
Make sure the Service Origin line for the service order exists so Copy From works.
Scenarios
- A long job is billed monthly. Each month a billing proposal takes the lines done that month; Receivables invoices each proposal.
What it is connected to
- Service Order
- Customer Invoice - the customer invoice made from the proposal.
- How do I invoice a service order?
If something looks wrong
- A line cannot be removed: "Line ID : … - Category (…) cannot be removed. It was already referred in Invoice." It is invoiced.
- Save is refused with "Billing Proposal Lines - Line ID: … Quantity: … cannot be less than Quantity: … already processed." The invoice already took more.
- Delete is refused with "Billing Proposal: … cannot be deleted, Invoice is already created: …". Reverse the invoice first.