Use this subtask to identify the billing formulas that you would like to use for your company. Each company in the database will have its own billing formulas. When you first enter the subtask, all available billing formulas will be selected. You should clear those formulas that you aren't using to bill your projects. This will prevent unauthorized billing formulas from being used and simplify the initialization of new billing records. You cannot clear a formula if that formula is connected to a project in the Project Billing Info screen (Projects » Billing » Billing Master or Projects » Project Setup » Revenue Setup). Any billing formula that was not initially selected can be selected at any time.
You should set up this subtask when you initialize the system. You can make adjustments at any time.
This list box displays all the available billing formulas that you have cleared (that you are not using).
This list box displays the selected billing formulas.
To select a billing formula, highlight the formula in the Selected Billing Formulas list box and click this button.
To clear a formula, highlight the formula in the Selected Billing Formulas list box and click this button.
Click this button to select all the billing formulas in the Billing Formulas list box.
Click this button to clear all the formulas in the Selected Billing Formulas list box.
This subtask updates the BILL_FORMULA_COMP table.