1. Open the - Open Work Order Management (Enterprise ERP > Asset Maintenance > Work Orders > Work Order Management
program.- )
2. - The work order must have Billing selected as the accounting method in the header area
.
3. Once - Once all of the actual charges have been added to a Work Order, an invoice can be created
.
4. Click on the Create GB Batch button in the Billing Tab. - Under Accounting > Billing click on Create GB batch
- The work order must have a status of 7-Work Complete to create a batch, or the Partial Billing checkbox in the Misc Info tab must be checked to create invoices when the work is not yet complete.
5. - In the Create General Billing Invoices screen click Define and define parameters
, then click - Click OK and Select
.
6. - Click Output/Post and define the GL posting period/year
.
7. - Click OK and choose an output for the report that is generated
. - The program will then prompt the user to choose to post the invoice to a GB Batch. Click Yes to post.
8. - The batch will now be in the Invoice Entry and Proof program that is located in the General Billing Module
.
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