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Select Billing Consolidation

Selecting billing consolidation to maintain billing consolidation details.

Billing Consolidation No

Enter a valid billing consolidation number.

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Consolidation Status

The Consolidation Status is displayed on entering the “Billing Consolidation Number”.

Billing Consolidation Level

From the drop-down list box, select the required option. The combo is loaded with the values “Customer Level” and “PO/SOW Level”. The system displays “Select” by default on launch of the page.

Note:

·                On selecting “Customer Level” option, the “PO/SOW” combo is loaded with the option “All”.

·                On selecting “PO/SOW Level” option, the “PO/SOW” combo is loaded with “Select”.

Customer Code

From the drop-down list box, select the required code of the customer. The combo is loaded with various options for you to choose. Mandatory.

Customer Name

The name of the customer if displayed on selecting the customer code.

PO/SOW

From the drop-down list box, select the required purchase order (PO) or statement of work (SOW). The combo is loaded with various options for you to choose. Mandatory.

Invoice Type

From the drop-down list box, select the required invoice type. The combo is loaded with various options for you to choose. The system displays “Select” by default on launch of the page.

Cycle Code

This field is loaded with all the cycle codes of the customer defined in the Customer Billing Cycle. From the drop-down list box, select the required cycle code. Mandatory.

Cycle Start Date/Cycle End  Date

On selecting the Cycle Code, the cycle start and end date is displayed pertaining to that cycle code.

Consolidation Start Date/Consolidation End Date

The cycle start date is displayed in the “Consolidation Start Date” and the cycle end date is displayed in the “Consolidation End Date”.

PO/SOW Currency

The PO/SOW Currency is displayed on selecting the “PO/SOW”.

Invoice Currency

The invoice currency (defined in the customer master) is displayed on selecting the “Invoice Type”.

Grouping Level #

The grouping level number.

Grouping Level

The grouping level.

Grouping Level Value

The grouping level value.

Employee Code

The code of the employee.

Employee Name

The name of the employee.

Invoice Type

The type of invoice.

Invoice Item

The invoice item.

UOM

The unit of measurement

Planned Units

The planned number of units that are to be worked.

Planned Rate

The rate planned to be given.

Planned Value

The planned value is the product of the planned rate and planned units.

Actual Units

The actual number of units worked.

Expense Currency

The expense currency.

Billing Rate

The billing rate captured in the template screen.

Actual Value in Expense

Currency

The actual value in expense currency.

PO/SOW No.

The PO/SOW Number.

PO/SOW Currency

The PO/SOW Currency.

Actual Value in

PO/SOW Currency

The actual value in PO/SOW Currency.

Employee Level Mark Up

Fee in PO Currency

The employee level markup fee in PO currency.

Adjustment to Emp. Level

value in PO Currency

The adjustment to employee level value in PO currency. You are allowed to edit this field.

Adjustment to Emp. Level

Mark Up Fee in PO Currency

The adjustment to employee level markup fee in PO currency. You are allowed to edit this field.

Adjustment Remarks

Key in adjustments remarks, if any.

Adjusted Emp.

Level Value in PO/SOW Currency

The adjusted employee level value in PO/SOW currency.

Adjusted Emp. Level

Markup

Fee in PO/SOW Currency

The adjusted employee level markup fee in PO/SOW currency.

Invoice Currency

The invoice currency.

Adjusted Emp. Level Value

in Invoice Currency

The adjusted employee level value in invoice currency is computed and displayed.

Adjusted Emp. Level

Markup Fee

in Invoice Currency

The adjusted employee level markup fee in invoice currency is computed and displayed.