Assigning a Billing Category

You assign a billing category to an activity or an activity and account category to establish transaction edits for billing category values. This procedure describes how to assign a billing category.

Before you assign a billing category, complete the setup tasks. Setting up transaction attributes

To assign a billing category

Access Cost Plus Billing Labor Category Assignment (BR03.3).
Use the following guidelines to enter field values:

Note: If you leave the Account Category/Contract Category Group/Summary Account Category and Source Code fields blank, the billing rate for the selected billing category will be valid for all account categories under the selected activity and will be used on transactions coming from any source code.

Activity

Type or select an activity for which you want to assign billing categories.

Note: Billing parameters for this activity must be defined on Activity Billing (BR00.1).

Account Category / Contract Category Group / Summary Account Category

Type or select the account category, contract category group, or summary account category for which you want to limit transaction values.

Note: The account category must be defined as billable on Account Category Detail (AC08.3) or Override Account Categories (AC06.1).

Source Code

Type or select the source code where the transactions are entered.

Labor Category

Type or select the billing category for which you are creating the assignment.

(Labor Category Value)

Type or select the valid values for the labor category displayed.

Description

Type a description of the labor category that will print on the invoice.