Record Billing Adjustments Other Tab

Purpose:

The Other tab enables you to verify that the Other, Material, Inventory Material, and Subcontract charges on this invoice are recorded correctly, and make any adjustments required. Be sure that the sales tax type is set correctly. Items flagged as Hold will not be included on the invoice.

Note that this tab is NOT displayed for GMP Contract and SoV Jobs.

Example:

Adjust a material quantity entered from the Work Order Other tab for this Job.

Usage:

Note that Other lines can only be adjusted, not added.

Important Fields:

 Click the Magnify button to display all fields for this line.

Next Inv. Qty
The quantity that will be billed on the next invoice. This field defaults from the Quantity but may be adjusted by the user if needed.

Revenue Rate
The rate at which these item are being charged (note that this field is used in conjunction with the Bill Type Id - for example, if Markup is selected, the Revenue Rate represents the markup plus cost percentage, etc.) It may be adjusted by the user if needed.

Unit Price:
This display-only field is maintained by the system.

Next Invoice:
The dollars to be included on the next invoice (Inv. Qty x Unit Price).

Other Rate Id:
If this charge is for an Other Rate, this field will default. It may be adjusted by the user if needed.

Bill Type Id:
The Bill Type Id for this charge. It may be adjusted by the user if needed.

Invoice Description:
This field will appear on this invoice if your invoicing format is set up to include it.

Inventory Item Id:
If this charge is for an Inventory Item, this field will default.

Tax Type Id
This field should default from the job and sales tax authority records but may be adjusted by the user if needed.

Hold
If this box is checked (by double-clicking or pressing the spacebar when the caret is on it), this line will not be included on the next invoice (for example, if you were waiting for a certain task to be completed before billing this Other charge, or if the charge was in dispute).

Extra
If these charges are "extras" on a fixed fee contract billing, this box should be checked.

Quantity: Date:
Cost Category Id: Job Cost Code: Billing Item Id:
These display-only fields are maintained by the system.