BL module - Contract based billing

SOLVED

BL module - Contract based billing appears in AR but is not registering in the BL module as a percentage change.  If I now adjust the percentage billed it will create a duplication of the AR entry.  This is now happening on all of our contracts.  Does anyone know how to correct this?

  • 0
    verified answer
    You're referring to the Billing Worksheet in the BL module for Contract-Based Invoices? The worksheet retrieves the previously billed amounts from the Contract. The Invoice amounts resulting from the BL worksheet sent to AR must then be sent to Contracts and posted.

    Look at the "Post and Interface" settings in AR to confirm that both "Activate Interface" and "Create Entries" is checked for the interface to Contracts. Then confirm that all entries are posted in Contracts (in CN, Tasks > Post. generated from the worksheet are posted to Contracts. Also be sure that you are closing the months regularly (and the year when you get to December). Contracts can only post one month beyond the current month.

    From the results you've described, it's very likely the months haven't been closed for some time, and therefore the invoices you're generating are not updating the contracts.

    Art Minds
    Pasadena, CA
    Independent Senior Consultant
  • 0 in reply to Art Minds
    Thank YOU! The settings were all correct but I hadn't done the close. I've come into this job recently with very little carryover knowledge from the prior person. Its been very difficult to find a comprehensive training for Timberline without spending large dollars. When I researched the month end close for June I somehow missed the CN module.