After the setup tasks are complete, you can bill third parties and customers the work performed, while
maintaining an asset or servicing a customer request. The cost of the work performed is based on the Work Order’s material and resource requirements (Asset Bills of Material and Asset Routes), or the cost of the Activity that is associated with the Work Order.
This section includes the following topics:
– Creating a Billable Work Order
– Associating Items and Activities to a Price List
– Initiating Billing

Creating a Billable Work Order

Work Order Billing requires completed, billable Work Orders. First, create a Work Order that is associated with billable material, resources, and/or a billable Activity. After the Work Order is released, you can apply material and resources to it. Finally, after the Work Order is completed, the status is changed to Complete - No Charges. The Work Order is ready to be billed.

To set up a billable work order
1. Navigate to the Work Orders window and create a Work Order.
2. If you are billing by requirements, add the previously defined billable material to the current Work Order’s Bill of Material, as operation 10. Add the previously defined billable resource to the current Work Order’s routing, as operation 10.
3. If you are billing by activity, add the previously defined Activity to this Work Order.
4. Release the current Work Order.
5. Issue some material (not all) and charge some resources (not all) to the current Work Order
6. Complete the current Work Order.
7. Update the status of the Work Order to Complete - No Charges. You can bill Work Orders at a Closed status, as well.
8. Save your work.