Becca,

Cost-based billing can be a challenge to setup correctly, but can be really efficient once in place.

If you do have everything setup correctly, (contract setup, send cost to Billing check boxes, auto post to JC and BL) it is possible that the transaction auto-generated and passed through the new.blt (BL transaction file) and then deleted itself.

I would suggest checking a few things in troubleshooting:

1. See if it did auto-generate. The transaction will show up in Tasks>Cost-Based Invoices>Change Work-In-Progress.
2. See if the transaction is in the history.blw. Inquiry>Work-in-Progress>(by Customer or by Job) and select the history file. If the transaction is here, this would indicate that your contract is setup as a contract based contract instead of a cost-based contract.
3. If you do not see the transaction in Billing, verify your setup, most likely focusing on the send Cost to Billing check box. There is a great help topic in Billing: Help>Help Topics>[Index]>”transactions, transaction was not sent to Billing”

For entries from Accounts Payable:

• Standard Item – if used       (Billing application, Setup menu)

• Standard Category       (Job Cost application, Setup menu)

• Cost Code       (Job Cost application, Setup menu)

• Contract Item       (Contracts application, File menu)

Note: You can also confirm that entry did not make it to Billing, by going to Job Cost. When you find the entry in an inquiry on the current.jct (ie. Inquiry>Entries>All Entries>[Current]) you can add a column for WIP ID. If a WIP ID exists, it should have made it to Billing, if it is blank, it means it is not in Billing and most likely missed one of the send cost to Billing check boxes.

Note: The send cost to Billing check box will only effect future transactions. For correction and further troubleshooting, you can also review the help topics in Billing troubleshooting and Creating the missing transaction in Billing. You can also search the knowledgebase for How do get my missing costs from other applications into Billing so I can bill them?

Casey,

Thank you so much for your prompt and detailed response!

I started with the troubleshooting you suggested, and verified everything in each step.   So I reread paragraph one and double checked our auto-post settings.  We have everything set to auto-post - or so I thought!   I guess we set that up before billing was available and had never gone back in and checked the boxes for billing.

Once that was checked, the WIP processed and so did the invoice.  Now to do some adjusting to get the invoice the way we want it.  

Thanks so much!

Becca Moore