Usage-based Services - No expenditure items found

[Anna_Rafter]

Hi All,

I have posted this same question in an existing question, but not sure it'll be seen there, so I post it again.

When working with customer projects, we can define three contract types for billing:

             Contract type                       Item Usage                             Data that is copied

             Fixed Price                                                                                               Note
                                                                                                                              Amount

             Time and Expenses                       Time and Expenses                           -
                                                                    Payment on account                         Amount

             Periodic Service                             Periodic Services                             Amount
                                                                                                                             Service start date
                                                                                                                             Service end date
                                                                    Usage-based billing                          -

We have tried them all, but could not get to use 'Periodic Service' - 'Usage-based billing':

How can this amount be updated? If it cannot be updated and it works as 'Resource Related Billing' does, what costs do the system take into account to bill them? Is there any configuration that needs to be performed in order to use this contract type usage?

We have tried planning costs with a determined account, and performed a purchase with the same account. We have also tried purchasing services with the same account, but cannot get any amount to appear when releasing billing proposals.

Is there any configuration needed in order to use the item 'Usage-based billing'?

Any advice would be appreciated.

Thank you in advance.

Kind Regards,
Anna

[Former Member · Accepted solution]

Hi Anna,

no configuration is needed to use usage based billing. Allow me to explain the process:

- ON the billing tab: you choose contract type "Periodic Service" and enter an amount.

- On the billing due items, you need not enter any amounts (same as Time and Expense)

Usage based billing is very similar to time and expense. Except that instead of recording time, you record pieces (for example: one pieces of Test case). In order to do that, you go into the app "Enter Activity Type Allocation" and then post usages using activity types U001 - U010 against a work package.

The usages you have recorded in the enter activity allocation app will appear as expenditure items whilst releasing billing proposals (if you have maintained prices for materials U001 - U010).

Revenue recognition works the same as for T&E as well.

Hope this helps. If not, please feel free to revert back.

Regards

Nadine

[Anna_Rafter · Accepted solution]

Hi Nadine,

Thank you for the explanation. We will test it as soon as we can.

Thanks a million!

Kind Regards,

Anna