How to create a General Billing Invoice from a work order

How do you create a General Billing Invoice from a work order?

• Enterprise Asset Management 
• EAM
• General Billing
• GB

Informational 

1.  Open Work Order Management (Enterprise ERP > Asset Maintenance > Work Orders > Work Order Management)
2. The work order must have Billing selected as the accounting method in the header area
3.  Once all of the actual charges have been added to a Work Order, an invoice can be created
4. Under Accounting > Billing click on Create GB batch
   
   1. 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
6. Click OK and Select
7. Click Output/Post and define the GL posting period/year
8. Click OK and choose an output for the report that is generated
9. The program will then prompt the user to choose to post the invoice to a GB Batch. Click Yes to post.
10. The batch will now be in the Invoice Entry and Proof program that is located in the General Billing Module