Setting Up Progress Billing

Review the following before using progress billing functionality.

• Use the Progress Billing Setupcontrol maintenance records to define ship vias and G/L accounts by branch, and to select default Progress Billing product when utilizing progress billing features.

Note: An invoice displays the breakdown for what has or has not been paid and itemizes it, if this control maintenance record Print Order Summary column set to No.

• Assign the SOE.PROGRESS.BILLING authorization key to those users you want to be able to use progress billing for orders.

• Assign the AR.PROG.BILL.INQ to allows users to create billings from the Progress Billing Queue.

Note: As of Release 8.7.9, Progress Billing is unavailable in Job Management.