項目計費：滿足復雜需求的最佳實踐.pdf

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1、Project Billing:Best Practices for Navigating Complex RequirementsJoel Hoffman&Heidi Dempsey2AgendaIntroductionsProject Billing Overview&DemonstrationProject Billing Scenarios&DemonstrationQ&A3Presented byJoel HoffmanDirector,Product Management ConstructionHeidi DempseySubject Matter Expert Projects

2、,ConstructionProject Billing Overview5Project BillingExternal,billable projects with customersFixed-price/ProgressCost-plus(time-and-material)projects Internal,non-billable projects without a customer 6Project ProjectTasksRevenue BudgetCost BudgetBilling ScheduleBilling RulesEmployeesEquipmentAttrib

3、utes7Project Billing OptionsRevenue Tasks&BudgetAmount vs.Quantity billingTaxesRetainage OptionsStandard vs.Stepped/CappedBilling RulesT&M,ProgressAccounts Receivable vs.ProForma Invoices(AIA)Substantiated Billing RequirementsPay-when-Paid OptionsLets See it in ActionProject Billing Scenarios10Proje

4、ct Billing ScenariosWhen is it time to Bill a Project?ProForma Invoice needs correctionChange Order ImpactChange RequestRevenue Budget UpdateNew Task Needed?Retainage TrackingAR Aging ReportsCash Received11Time to BillProject Billing OptionsWIP Review for Percent Complete(Progress)Billed vs.Unbilled

5、 Transactions(T&M)Billing Cut Off DatesRecurring BillingAllocation MethodsPay by Line12Possible Correction Scenario in an Upcoming Progress Billing IterationThe customer is overbilledAdd a credit line to the next pro forma invoiceTotal 0Add a credit line to the next pro forma invoiceTotal 0AR Invoic

6、ewith negative lineAR Credit MemoUpcoming Ordinary BillingSystem ProducesSystem Produces13Pro Forma Invoice Correction HistoryPMGI0030Show me the Money!15Keep in touch!No Reliance This document is subject to change without notice.Acumatica cannot guarantee completion of any future products or progra

7、m features/enhancements described in this document,and no reliance should be placed on their availability.Confidentiality:This document,including any files contained herein,is confidential information of Acumatica and should not be disclosed to third parties.Kwiat 18K Diamond Pendant NecklaceSaddleback Leather Flight Bag BriefcaseWe want your feedback.Q&AEvery survey completed=an entry to win!Clive Coffee Lucca A53 Mini V2Espresso MachineComplete a survey in the Summit app for an entry to win one of these awesome customer prizes!Joel HoffmanJoel.HHeidi DempseyHeidi.D