Billing process levels

A process level is a reporting or processing unit that you define for the company. Examples of a process level are department, processing division, or sales office. You can assign Item and Order Billing to process levels to access order processing options. For example, default order type, cancellation reason code, and ship days to calculate the default expected ship date on an order. You can change process levels for unreleased invoices.

If your company invoices at the process level, you select invoicing parameters during process level setup. Invoicing at the process level requires that you specify a process level each time you create and process invoices. You can also assign unique general ledger accounts to each process level to use as the default for special order items. Special order items are materials that do not exist on the item master record but can be included on a sales order.