Generating Billing Events on an Account

Note:

When Shield Platform Encryption is enabled in your org, you must be as specific as possible when searching for Shield Platform Encryption supported fields to ensure matching results are found.

Using the Account Billing page, you can generate billing events that are separated by project, for all projects that exist on an account.

Note:

If the Add BEIs to Existing Batches field is selected on the Account, new billing event items are added to the latest unreleased billing event, which is calculated from the billing event's Last Created Date field.

To generate billing events for an account, you must add the PSA Actions: Account Billing custom component to the Account Lightning page layout.

  1. Use the Lightning App Builder to drag and drop the PSA Actions: Account Billing custom component on the Account Lightning Page layout.
  2. Ensure that the Show Generate Billing Events check box on the right-hand side menu is checked and the Account Billing check box is unchecked.
  3. Click Save and Activate.

To generate billing events for an account from the account record page:

  1. On an Account record, click Account Billing | Generate Billing Events. The Generate Billing Events window opens.
  2. Select the projects to generate billing events. All projects that contain eligible billing records are shown in the Generate Billing Events window.
  3. [Optional] The Generate Billing Events window also gives an option to view the projects without billing permission control.
  4. By default, the All Records Eligible for Billing checkbox is selected. All objects that contain eligible billing records are shown in the Eligible Billing Records to Include field.
  5. [Optional] To restrict the records to include in the billing event, remove items from the Eligible Billing Records to Include field.
  6. If you do not want to include eligible records with a zero amount total in the billing event, select Exclude Zero Amount Records. You will not be able to review and include those records before generating the billing event.
  7. [Optional] Select a date range for the records to include in the billing event.
  8. Click Next.
  9. Select a suitable option from the following options:
    1. Preview and select records. This enables you to select specific business records for your selected objects through a sequence of windows.
    2. Alternatively, select Generate all to open the summary of all of the eligible record totals.
  10. Click Next. A sequence of windows enables you to filter, sort, and select records to be included in the billing event. The dates that you selected are carried through to the filters in these windows. When completed, the summary window displays the billing event details.
  11. You can click Show Selected to show only your selected records. To return to the list of all records, click Show All. Your records are still selected.
    Note: If a record is edited outside the billing generation process, the change is not reflected in the selection or summary windows when you return to the process. However, you can still generate the billing event, which uses the edited information.
    The summary window displays the details of your selected records. If you have selected more records than the limit that your administrator has set for a billing event, more than one billing event is generated.
  12. [Optional] Select the Add Billing Event Items to an Existing Billing Event checkbox. If there is capacity in an existing billing event, the billing event items are added to it. If you do not select this, only new billing events are created. If you want to know the capacity of billing events, ask your administrator to check the value in the configuration option maxBEIsPerBE.
  13. Click Generate.

For more information on the Account process run, see Viewing Generate Billing Events on Account Process Runs.

To generate a billing event for an account:

  1. Select the account that you want to generate billing events for on the Accounts tab.
  2. Click Account Billing.
  3. To filter the billing eligible items:
    1. Deselect the checkboxes for each type of business recordClosed Timecard Split, Expense, Milestone, Miscellaneous Adjustment or Budget that you want to hide.
    2. If you only want to view billing-eligible items for a particular resource, enter the name of the resource in the Resource field or search for it using the Resource lookup.
    3. To display billing eligible items from a particular date range, enter a start date and an end date.
    4. Click Filter.
  4. Do one of the following:
    • Select the checkboxes of the billing eligible items that you want to include.
    • Click Select All if you want to include all the billing eligible items that are currently displayed.
  5. Click Generate Billing Event.
  6. Review the billing event batches created:
    • If different project currencies exist on the business records you selected, multiple billing event batches are displayed on the Recent Billing Event Batches page.
    • If a single project currency exists on the business records you selected, the single billing event batch that was created is displayed.

Your administrator controls the maximum number of items to be displayed per page on the Account Billing page. If you want to see more or fewer items per page, ask your administrator to review the value in the configuration option projectBillingUIResultsPerTab.

Note: If your administrator has set the configuration option group-be-by-master-project to true, all eligible business records for the project hierarchy are shown on the billing event record, not just for the selected account. The resulting billing event is for the master project in the project hierarchy.