Add time and materials billing information
After you select a type of progress billing for a sales order, quotation, or multi-release item, you must decide when to bill the customer for the time spent and materials used for a job based on a specific date.
You must complete this task before you can change the status to Open.
To add time and materials billing information
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Open the quotation or sales order.
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Click the Items tab.
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In the Item Number column, click the required item number to open the item.
The Item Details page appears.
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If it is a multi-release item, select the Multi-Release checkbox.
The Sales Order Releases is available.
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On the Toolbar, click Save.
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Go to the Sales Orders page.
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Click the ellipsis under the Action column.
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Select Grid Actions > Sales Order Releases.
The Sales Order Releases (SORELS) page appears.
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On the child toolbar, click New.
The Release Details page appears.
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Click the Part Number lookup reference.
The Lookup For Part Number window appears.
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Select the row that contains the required part number, and click Select.
Or double-click the row that contains the required part number.
Click Cancel to exit from the Lookup For Part Number window.
Ensure that the selected part is a Make part.
Clear the Multi-Release checkbox.
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In the Progress Billing Type list, select Time and Materials.
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On the Toolbar, click Save to keep the changes.
The Progress Billing Detail gets enabled.
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Click the ellipsis under the Action column.
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Select Grid Accessories > Grid Actions > Progress Billing Detail.
The Progress Billing Detail (PBDTL) window appears.
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On the child toolbar, click New.
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Define the invoice cost:
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In the Labor Mark Up % box, enter the labor markup percentage amount.
Or
Click the arrows of the Labor Mark Up % spin box to increase or decrease the values.
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In the Material Mark Up % box, enter the material markup percentage amount.
Or
Click the arrows of the Material Mark Up % spin box to increase or decrease the values.
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In the Date box, enter the date on which to bill the customer.
Or
Click the Calendar icon to display the Calendar. Select the required date.
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On the Toolbar, click Save to keep the changes.
Or click Cancel to discard the changes.
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Click Close at the top-right corner of the Progress Billing Detail (PBDTL) window.