If you use Professional Services Automation or RepliconPSM, we can create a script for you that generates custom billing items when you click a button.
For example, if you bill clients based on completion of project milestones, you could have a script set up that finds any tasks that:
Whenever the project or billing manager clicks the trigger button, a billing item will be generated for each task it found.
Scripts can utilize various project parameters to determine how and when billing items are generated, such as project, task, or timesheet custom fields, or whether or not a task is closed.
Contact Replicon Support if you’d like more information or if you would like us to prepare a custom script to your specifications.
To use a Project Billing Calculation Rule script:
Once the script is enabled in your system, a Project Billing Calculation Rule heading – and beneath it a Recalculation button – will display at the bottom of the Billing Rates tab for all projects. Click this button to run the script.
No. The script can only be triggered to run for one project at a time.
If you have a script set up, you can run the script as often as you wish by clicking the button. The script will look for duplicates, so it will only create any new billing items required since the button was last clicked, based on the script parameters.
Multiple scripts can be run against a single project, but you’d generally only need to use one method for generating billing items for a project.
No, only one script can be applied to your system at a time. However, you can include multiple criteria for creating billing items in one script.
Within the script, a custom name can be assigned to any manually-triggered billing items. You can use this to identify the billing item’s origin.
Check that you’ve enabled the script, as outlined above. The button won’t display unless the Project Billing Calculation Rule rule is enabled.