Workshop Order Billings
Workshop Order Billings:
Workshop Billing can only be run once a Workshop Order in completed status has had all AP, JC and/or Timecard costs integrated from CMiC and have been Allocated to the Workshop order after which the Workshop Order has been saved in Finalized status. Workshop Billing will be integrated to CMiC as a Monthly Billing. Monthly Billings will either run automatically on the scheduler for all yards, on a specified day of the month or run manually at the request of the Financial Manager.
In the case wherein’ the Project needs a Workshop Order Billing to be run “real time” for a specific Workshop order (for example if a repair occurred after monthly billing is run but should be included in the current period billing) you could run it for a specific contract (Workshop order #) and contact your System Administrator to manually run integration to CMiC so it posts in current period.
Workshop Billing Steps (Monthly):
STEP 1: Click Billing / ApprovalsSTEP 2: Click Billing
STEP 3: Click Workshop Billing
STEP 4: Click Create New
STEP 5: Cut-Off Date: Enter the month end Cut-off date (the month you would like it to be billed through)
STEP 6: Workshop Bill by: Leave default as All
STEP 7: Transaction: Leave blank for All
STEP 8: Branch: Leave default of your branch
STEP 9: Bill Date: Use "CMiC Post Date" for period of this Billing
STEP 10: Selection criteria: Leave blank for All
STEP 11: Contract: Leave default of 0 for All
STEP 12: Click Save to start the billing run
STEP 13: Click Yes
STEP 14: Click Yes
STEP 15: Click the X in the upper right hand corner to close
NOTE: The Workshop Billing screen will close and launch Workshop billing. Billing records will be calculated and the system will integrate to CMiC on the scheduler or when manually run. Note: If you need a billing integrated to CMiC right away, contact your system administrator.