Creating templates for project billing override

  1. Select Financials > Project Ledger > Setup > Project Setup.
  2. Click the Project Billing Override Templates tab.
  3. Click Create.
  4. Specify this information:
    Project Billing Override Template, Description
    Specify the name and description for the project billing override template. You cannot change the name after you define it.
    Account or Account Category
    This field is dependent upon the dimension selected as the Billing Override Level field on the Options tab of the finance enterprise group. Select the override summary or posting level account or account category or dimension for the override template. The value on the posting project and project contract is overridden when this template is selected. If multiple overrides are set up at the posting level and the summary level, the lowest level takes precedent.
    Billing Method
    Select the billing method for the override template. When the template is selected to use as the billing override, the value on the posting project and the project contract is overridden.
    Billing Rate Table
    If the Billing Method is Rate Table, then select the rate table to use for billing.
    Markup Percent
    If the Billing Method is Cost Plus, Time And Materials, or Rate Table, then specify the markup percentage.
    Tax Exempt
    Select whether the override template is tax exempt. When the template is selected to use as the billing override, the value on the posting project and the project contract is overridden.
    Buyer Tax Code
    Select the tax code or tax table for the override template. When the template is selected to use as the billing override, the value on the posting project and the project contract is overridden.
    Buyer Tax Location
    Select the buyer location for the override template. When the template is selected to use as the billing override, the value on the posting project and the project contract is overridden.
    Revenue Structure Option
    Select whether the revenue structure is specified as a full or partial finance code block for the override template.
    Partial Revenue Finance Structure
    Specify the dimensions to override for revenue for the override template. The dimensions that are blank inherit the value from the originating expense. The list is filtered on revenue accounts because the account is generally a revenue account. If another account type is required, any account can be specified. When the template is selected to use as the billing override, the value on the posting project and the project contract is overridden.
    Full Revenue Finance Structure
    Specify the full revenue finance structure for the override template. The list is filtered on revenue accounts because the account is generally a revenue account. If another account type is required, any account can be specified. When the template is selected to use as the billing override, the value on the posting project and the project contract is overridden.
  5. Click Save.