CORE - Sales Order Billings

Sales Billing:
Sales Billing can only be run once a Sales Order has been fully dispatched and will be integrated to CMiC as a Monthly Billing.  Monthly Billings will either run automatically on the scheduler for all yards, on a specified day of the month or run manually at the request of the Financial Manager.  

By Contract:
In the case wherein’ the Project needs a Sales Order Billing to be run “real time” for a specific sales order (for example if a sale occurred after monthly billing is run but should be included in the current period billing) you could run it for a specific contract (sales order #) and contact your System Administrator to manually run integration to CMiC so it posts in current period.

Sales Billing Steps (Monthly):

STEP 1: Click Billing / Approvals

STEP 3: Click Sales Billing

STEP 4: Click Create New

STEP 5: Cut-Off Date:  Enter the month end Cut-off date (the month you would like it to be billed through)

STEP 6: Bill by: Leave default as All

STEP 7: Transaction: Leave blank for All

STEP 8: Branch: Leave default of your branch

STEP 9: Account: Leave blank for All

STEP 10: Bill Date: Use "CMiC Post Date" for period of this Billing

STEP 11: Selection criteria: Leave blank for All

STEP 12: Contract: Leave default of 0 for All

STEP 13: Click Save to start the billing run

STEP 14: Click Yes

STEP 15: Click Yes

STEP 16: Click the X in the upper right hand corner to close

NOTE: The Sales Billing screen will close and launch Sales billing.  Billing records will be calculated and the system will integrate to CMiC on the scheduler or when manually run.  Note:  If you need a billing integrated to CMiC right away, contact your system administrator.