Work Order Billing - R12


This module has been designed for specialty contractors. The concept is that in many cases there are standing contracts with their clients to do work on a purchase order basis. Each purchase order from the client will become a work order. The billing of these work orders can be one of three ways, time and materials, fixed price, or not billed. All work orders have three types of data associated, the budgeted billing amounts, the actual cost amounts, and the actual billing amounts. All types of work orders have costs entered via transactions entered in other CMiC modules, such as Accounts Payable, Purchase Order, and Payroll using W lines.

Prior to utilizing Work Order Billing, the Job Costing, Job Billing, and Accounts Receivable modules must be configured.

Before the Work Order Billing module can be used, there are multiple items that must be pre-defined. Some of these items do not naturally reside in the Work Order Billing module, but they reside in Preventive Maintenance and Job Billing. This means that security to these programs in other modules will need to be granted to the users responsible for the Work Order Billing module.

Setup Considerations

The Work Order Billing module uses the Job Costing category associated with expense allocation codes to determine GL accounts for transactions. The question is – do the Work Order Billing transactions, both cost and billing, belong to the same GL accounts as Job Costing jobs. If not, and Job Costing is using the category to determine the General Ledger accounts, you may want to create new categories just for use in the Work Order Billing module.

If expense allocation codes are already defined for the company and being used in PRM, does the user want the same expense allocation codes used within Work Order Billing, or would it be simpler for users if they were a unique set of codes?