What are Contract Category Groups?

A contract category group is a group of account categories that are assigned to a specific contract. You can define specific billing and revenue parameters for the group that will be used during billing and revenue processing for the contract. Examples of these parameters are billing methods, rate tables, markup percentages, ceilings, tolerances and tax information.

Billing and Revenue Management allows billing parameters to be set up at three levels: account category, contract category group and summary account category. If an account category has different billing information assigned to it at more than one of these levels, the following hierarchy is used to determine which information is used:

  1. account category level assignments

  2. contract category group assignments

  3. summary account category assignments

For example, if an account category is assigned to both a summary account category and a contract category group, the parameters of the contract category group are used during billing and revenue processing. However, if the account category has billing and revenue parameters assigned to it directly, the contract category group will not override them.

Using Contract Category Groups

Use Contract Category Group (BR18.1) to create a contract category group, select the contract for which the group is available, and assign account categories to the group. When you are defining the group, you can use these forms to assist you:

Form Use to
Contract Category Group Mass Add (BR18.2) Add multiple account categories to a contract category group at once
Contract Category Group Copy (BR18.3) Copy account categories from one contract and contract category group to another
Contract Category Group Listing (BR218) Create a report of all contract category groups

After you have created a contract category group, it is available for use when you are setting up the billing information on the following forms:

  • Billing Detail (BR00.2)

  • Ceiling Levels (BR00.3)

  • Retention and Unbilled (BR01.1)

  • Bill Retention (BR01.2)

  • Billing Category Rates (BR03.1)

  • Units of Production Rates (BR03.2)

  • Cost Plus Billing Labor Category Assignment (BR03.3)

  • Customer (BR11.1)

  • Single Invoice Calculation Filter (BR19.2)

  • Invoice Calculation (BR120)

Contract category group can also be used on other forms as a selection criteria or to filter displayed results.

Removing an Account Category From a Contract Category Group

At some point after creating a contract category group, you may decide to remove one or more account categories from the group. If you have previously run billing and revenue with the contract category group, you must rebuild billing and ceiling balances using Billing and Revenue Backout (BR140). Use BR140 to back out billed transactions and their impact of billed balances and ceilings.