Unit Billing

The unit billing feature will be configurable via the Project WBS. Users will also be able to set up unit billing at a legal entity and Project level with the option to select the calculation method from a predefined set of formulas. Depending on the setup an automated process will generate fee journals with fees calculated from posted time transactions.

Unit billing feature (evergreen Unit billing) can be enabled or disabled from feature management.

Workspaces > Feature management

Unit billing field in Journal names

New unit billing field added in journal names form for Journal type as Fee.

Parameters

User definable parameters are available under Project management and accounting parameters.

Project management and accounting > Setup > Project management and accounting parameters > Unit billing tab

Fields	Description
Activate Unit billing	Once feature is enabled from feature management, new unit billing tab will be available under MMA parameter form.
Unit billing journal	Journal names are available for selection where Journal type should be Fee and Unit billing is active in journal names.
Method of calculation	Below are the options available - Team - From timesheet - Resource - Fixed fee Note: Option Fixed fee will be catered in the future releases.
Automatically create and post Fee journal for Timesheet billing	By enabling this field automatic fee journal will be posted based on the posted time transactions. This is applicable only when method of calculation is From timesheet.
Create unit billing lines from the WBS	Functionality for this field will be catered in the future releases.
Original forecast model	Functionality for this field will be catered in the future releases.
Revised Forecast model	Functionality for this field will be catered in the future releases.
DEFAULT LINE PROPERTIES
Hour	Lists all line properties which are not marked for chargeable and marked transaction type as hour for selection.
Item	List all line properties for selection
Expense	List all line properties for selection
Fee	List all line properties for selection
FROM THE TIMESHEET CALCULATION
Reference quantity	Define max number of hours per unit to calculate unit billing quantity.
Rounding	Define rounding up value to apply for the calculated Unit billing quantity.

Parameters at Project level

New fast tab introduced as Unit billing under Project. It is mandatory to mark Hour under REQUIRE ACTIVITY ON JOURNALS at Setup fast tab of Project form before marking Activate unit billing.

Once unit billing is active in Project, all unit billing fields are defaulted from Project management parameter. All unit billing parameter fields are editable at Project level.

Unit billing lines

New form introduced to configure method of calculations and calculation period for each activity wise. Activity number is unique in unit billing lines form, user can close and reopen unit billing lines for each activity.

Project management and accounting > Projects > All Projects > Select Project > Manage action pane > Unit billing lines under Unit billing group

Fields	Description
Method of calculation	Default from Project
Activity number	Defaulted from WBS
Activity name	Defaulted from WBS
Phase code	Defaulted from WBS
Task code	Defaulted from WBS
Fee category	List all fee categories which are assigned to Project for selection
Description	Defaulted from WBS
Original qty	Define the original qty for each activity
Revised qty	Define the revised qty for each activity
Remaining qty to invoice	If revised qty field is 0, field will be calculated as Original qty-Invoiced qty If revised qty more than 0, field will be calculated as Revised qty-Invoiced qty
Sales price	Define the sales price for each activity
Pending invoice qty	Chargeable fee lines qty will be updated in this field based on activity
Invoiced qty	Fully invoiced fee lines qty will be updated in this field based on activity
Multiplier	Define the multiplier value for method of calculation as Fixed fee Note: Fixed fee will be catered in the future releases.
Period	Below are the options available - Day - Timesheet
Start date	Defaulted from WBS
End date	Defaulted from WBS
Closed	Yes/No Check box to close or open specific activity

Note –

User can’t create multiple records for same activity. Previous records need to be closed before creating new record for same activity.
User cannot close the record where unposted timesheets are available.

Unit billing quantity in timesheet

New field unit billing quantity introduced at timesheet line level and line details level to display the calculated unit billing quantity based on the time recorded and this calculation is applicable for “Method of calculation” – From timesheet only.

Note – Unit billing quantity field enable or hidden when unit billing enables or disable under feature management.

Unit billing proposal

Unit billing proposal form introduced in Project level. Qty to invoice field calculated for posted timesheet lines based on start date, end date and method of calculation combination search for each activity. Once records are fetched, user can mark one or more records to post fee journal for each activity wise. Once fee journals are posted source timesheet lines will be updated with flag and those lines won’t be available for next unit billing proposal search.

Once Auto fee journals are posted, pending qty will be updated for respective activity and once fee lines are posted in invoice, pending qty will be cleared and invoiced qty will be updated for respective activity in Unit billing lines.

Below are the formulas for different Method of calculations

From Timesheet:

Dividing timesheet hours with the reference quantity and rounding up to Rounding decimal

Calculation: Total Hours per period/Reference quantity rounded up to the Rounding number

Resource:

If Timesheet entry exists per defined period for resource. Calculation is Periods*number of workers

Number of entries per period per worker

Example 1: Period is ‘Day’. On activity, user posted 8 hours on Monday, 4 hours on Thursday and 1 hour on Friday. The system will calculate 3 units. It counts a number of posted records per Activity per period per worker.

Example 2. The period is the ‘Timesheet’. For the same entries on the timesheet, the system should calculate 1 unit.

Team:

If Timesheet entry exists per defined period for the worker. Calculation is number of periods

Number of entries per period per team

Example 1: Period is ‘Day’. On activity, User posted 8 hours on Monday, 4 hours on Thursday and 1 hour on Friday. Another user posted 3 hours on Monday, 2 hours on Wednesday System will propose 4 units. It counts the number of posted records per Activity per period.

Example 2. The period is the ‘Timesheet period’. For the same entries on the timesheet, the system will calculate as 1 unit.

Project management and accounting > Projects > All Projects > Select Project > Manage action pane > Unit billing proposal under Unit billing group

Fields	Description
Start date	Define date from calendar
End date	Define date from calendar
Method of calculation	Below are the options available - Team - From timesheet - Resource - Fixed fee Note: Option Fixed fee will be catered in the future releases.

Fields	Description
Phase code	Default from Unit billing lines
Task code	Default from Unit billing lines
Fee category	Default from Unit billing lines
Description	Default from Unit billing lines. Field is editable, user can update manually
Original qty	Default from Unit billing lines
Revised qty	Default from Unit billing lines
Total qty to invoice	This is display field and below are the calculations: Original quantity – Invoiced quantity if Revised quantity is 0 Revised quantity – Invoiced quantity revised quantity is different from 0
Sales price	Defaulted from Unit billing lines. Field is editable, user can update manually.
Invoiced qty	Default from Unit billing lines
Multiplier	Default from Unit billing lines
Start date	Default from Unit billing lines
End date	Default from Unit billing lines
Qty to invoice in current period	Current period qty will be calculated for each activity wise based on unit billing lines.

Note –

If Automatically create and post Fee journal for Timesheet billing is active in Project parameters, fee journals will be auto posted once timesheet posted for respective activities. If parameter is disable fee journal will be posted from unit billing proposal for Method of calculation From timesheet.
Resource and Team related activities fee journals will be posted from unit billing proposal.
If search fields are blank, all applicable timesheets data will be fetched in unit billing proposal

Known Issues

(-) ve Quantity is not updating for reversal fee journal lines
System does not allow to close an activity under unit billing lines when fee lines adjusted from chargeable to non chargeable
Qty to Invoice field not calculating for From timesheet with Timesheet period where time booked from intercompany simplified timesheet.

New features

Paperless Billing Guide

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