Scheduling Billing Events

To schedule a billing eventA means of generating billing information that can be fed into a financial system:

1. Click the Billing Event Generation tab.
2. If the Region, Practice and Group drop-down lists are displayed and you want to apply further filtering on the selected unit type, select the values you want.
   Warning

   

   Selecting the Any option could generate more billing events than you want. If you want billing events to be generated using the top-level primary unit type, select that record from the drop-down list. For instance if unitType is set to Group and the top-level group in your organization is UK_IT, select that group in the Group drop-down list. The primary unit type is the field is located at the top-left of the Generate Billing Events section of the Billing Events page.
   Note

   

   When you select these options, only projects that are included in the selected values are processed.
3. If required, enter the Account and Project that you want to generate billing events for.
4. If the Period field is displayed, enter the period to which you want to generate billing events for. If the Cutoff field is displayed, enter the date to generate billing events for. When you enter a cutoff date, billing events are generated for time periods that end on or before that date.
5. If the Include Prior Periods checkbox is displayed select it if you also want to generate billing events for periods prior to the one displayed in the Period field.
6. Click Schedule.
7. Complete the fields described in "Schedule Generate Billing Events Fields".
8. Click Schedule.

   The scheduled job ID appears.

   Note

   

   Scheduled jobs honor the billing mode that was selected at the time the job was originally scheduled. This might different to the billing mode that is selected when the scheduled job executes.

To monitor the progress of the job:

1. From Setup, click Monitoring | Scheduled Jobs.
2. Click Manage on the row for the job that you want to manage.

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