{"id":24446,"date":"2022-01-13T09:55:10","date_gmt":"2022-01-13T09:55:10","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagex3\/?p=24446"},"modified":"2022-01-13T09:55:12","modified_gmt":"2022-01-13T09:55:12","slug":"time-billing-in-project-management-in-sage-x3v12","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagex3\/2022\/01\/13\/time-billing-in-project-management-in-sage-x3v12\/","title":{"rendered":"Time billing in project management in Sage X3V12"},"content":{"rendered":"\n<p>In Sage X3, there are multiple option available for billing the customer under project management.&nbsp;Project billing is a process for companies working in a Project management context that need to invoice customers for a project. Project billing is a complete overview of the billing process for a project.<\/p>\n\n\n\n<p>Following are the billing mode currently supported under Project management billing.<\/p>\n\n\n\n<p><strong>Milestone billing<\/strong> is an invoicing process for companies needing to bill a project when a milestone is reached. The new content includes details for a new authorization required to close milestones.<\/p>\n\n\n\n<p><strong>Progress billing<\/strong> is an invoicing process for companies needing to bill a project according to its progress.<\/p>\n\n\n\n<p><strong>Time billing<\/strong> -A new invoicing process has been introduced for companies needing to bill a project according to time spent. Time billing uses employees&#8217; time entries defined as billable and tracked at the project level, budget level, or task level for scheduled invoices to determine the amount to bill customers.<\/p>\n\n\n\n<p>Navigate to path: All&gt;Projects&gt;Projects&gt;Project management<\/p>\n\n\n\n<p>Under \u2018General\u2019 tab, a new billing mode \u2018Time billing\u2019 is available from the Project billing icon.<\/p>\n\n\n\n\n\n<figure class=\"wp-block-image size-large\"><imgtarget=\"_blank\" rel=\"noopener noreferrer\"><img fetchpriority=\"high\" decoding=\"async\" width=\"875\" height=\"409\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\"  src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2022\/01\/1.2.jpg\" alt=\"Project management\" class=\"wp-image-24448\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2022\/01\/1.2.jpg 875w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2022\/01\/1.2-300x140.jpg 300w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2022\/01\/1.2-768x359.jpg 768w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2022\/01\/1.2-660x309.jpg 660w\" sizes=\"(max-width: 875px) 100vw, 875px\" \/><figcaption><strong>Fig1.2: Project Billing icon<\/strong><\/figcaption><\/figure>\n\n\n\n<p>Time billing identifies a project element where a billing plan based on time entries can be defined. Scheduled invoices associated with a sales order line linked with a non-deliverable product are submitted according to the billable time in the billing plan until the sales order line is billed in full.<\/p>\n\n\n\n<p>Once you open Project billing display, The&nbsp;Billing plan&nbsp;displays the list of sales order lines linked to the project. By default, only the lines at&nbsp;Pending&nbsp;or&nbsp;To be invoiced&nbsp;status are displayed, however you can include both invoiced and closed lines. You use the home section to filter and choose the order of the sales order lines to be displayed. Specific icons indicate if a sales order line has been billed, and how &#8211; using scheduled invoices, using a milestone billing process, using progress statuses, or using a standard invoicing process based on sales deliveries.<\/p>\n\n\n\n<p>The scheduled invoices are generated manually, or automatically which correspond to the billable time of a single project, or a group of projects. It is important, therefore, that billable time spanning the billing periods is aggregated, adjusted, and validated for the project, budget, and tasks during the life of the project.<\/p>\n\n\n\n<p>Following parameter has been added under TC chapter, PJM group:<\/p>\n\n\n\n<p>1. BILTIMSTA &#8211; Billable time status parameter determines which status is required to consider a time entry line as billable. Set to Validated, Controlled, or Approved status.<\/p>\n\n\n\n<p>2. BILTIMSPLI &#8211; Split billable time if needed parameter determines if a billable time entry line can be split to be consumed over multiple sales order lines. Set to Yes or No.<\/p>\n\n\n\n<p>Hope this blog helps you in billing with Time in project management.<\/p>\n\n\n\n<h2 class=\"wp-block-heading has-text-color has-link-color wp-elements-c5e1638fe0db781fd132d689b469078c\" style=\"color:#c71d22\"><strong>About Us<\/strong><\/h2>\n\n\n\n<p>Greytrix \u2013 a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.<\/p>\n\n\n\n<p id=\"block-28013e99-0882-44c6-b705-7b16c85053b2\">Greytrix&nbsp;has some unique integration solutions developed for&nbsp;<a href=\"https:\/\/www.greytrix.com\/sage-crm\/\">Sage CRM<\/a>&nbsp;with Sage ERPs&nbsp;namely&nbsp;<a href=\"https:\/\/www.greytrix.com\/sage-x3-erp\/\">Sage X3<\/a>,&nbsp;<a href=\"https:\/\/www.greytrix.com\/sage-intacct\/\">Sage Intacct<\/a>,&nbsp;<a href=\"https:\/\/www.greytrix.com\/sage-100-erp\/\">Sage 100<\/a>,&nbsp;<a href=\"https:\/\/www.greytrix.com\/sage-500-erp\/\">Sage 500<\/a>,&nbsp;and&nbsp;<a href=\"https:\/\/www.greytrix.com\/sage-300-erp\/\">Sage 300<\/a>. We also offer best-in-class&nbsp;Sage ERP&nbsp;and&nbsp;Sage CRM&nbsp;customization and development services&nbsp;to&nbsp;Business&nbsp;Partners,&nbsp;End&nbsp;Users, and Sage PSG worldwide. Greytrix&nbsp;helps in&nbsp;the migration of Sage CRM from&nbsp;Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes&nbsp;addons like&nbsp;&nbsp;Greytrix Business Manager,&nbsp;Sage CRM Project Manager,&nbsp;Sage CRM Resource Planner,&nbsp;Sage CRM Contract Manager,&nbsp;Sage CRM Event Manager,&nbsp;Sage CRM Budget Planner,&nbsp;Gmail Integration,&nbsp;Sage CRM Mobile Service Signature,&nbsp;Sage CRM CTI Framework.<\/p>\n\n\n\n<p id=\"block-4bc42a09-fb13-4598-8137-ce5f7b91ce28\">Greytrix is a recognized&nbsp;Sage Champion Partner&nbsp;for GUMU&#x2122; Sage X3 \u2013 Sage CRM integration listed on&nbsp;<a href=\"https:\/\/www.sage.com\/marketplace\/asb_ListingDetail?listingId=a1h24000007PC3aAAG\" target=\"_blank\" rel=\"noreferrer noopener\">Sage Marketplace<\/a>&nbsp;and Sage CRM \u2013 Sage Intacct integration listed on&nbsp;<a href=\"https:\/\/marketplace.intacct.com\/MPListing?lid=a2D0H000007kiHyUAI\" target=\"_blank\" rel=\"noreferrer noopener\">Sage Intacct Marketplace<\/a>. The&nbsp;<a href=\"https:\/\/www.greytrix.com\/gumu\/\" target=\"_blank\" rel=\"noreferrer noopener\">GUMU&#x2122; Cloud framework<\/a>&nbsp;by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.<\/p>\n\n\n\n<p id=\"block-76376301-1c3e-4250-8a09-727595a606f0\">For more information on our integration solutions, please contact us at&nbsp;<a href=\"mailto:sage@greytrix.com\">sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>In Sage X3, there are multiple option available for billing the customer under project management.&nbsp;Project billing is a process for companies working in a Project management context that need to invoice customers for a project. Project billing is a complete overview of the billing process for a project. Following are the billing mode currently supported\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/2022\/01\/13\/time-billing-in-project-management-in-sage-x3v12\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5,3162,8,10,11],"tags":[3536,3534,3533,3268,3269,1822,1839,2871,3535],"class_list":["post-24446","post","type-post","status-publish","format-standard","hentry","category-features","category-greytrix","category-sage-erp-x3","category-standard","category-tips","tag-billing","tag-billing-mode","tag-project-management-icon","tag-projects","tag-projects-management","tag-sage-x3","tag-sage-x3-blogs","tag-sage-x3-functional-blogs","tag-time-billing"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/24446","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/comments?post=24446"}],"version-history":[{"count":2,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/24446\/revisions"}],"predecessor-version":[{"id":24450,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/24446\/revisions\/24450"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=24446"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=24446"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=24446"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}