Managing the Default Billing Item Types
The default/master billing item types that can be used when creating a bid or setting up a job can be viewed and managed under Managment -> Billing Item Types in the top right navigation panel.
This list is sorted in alphabetical order and shows the billing item type name and its quantity rate of how it is billed.
Creating/Editing a Billing Item Type
To add a billing item type, click Create New in the top right side of the page.
To edit a billing item type, click on the billing item type name.
A default Qty Type and Rate can be set for each billing type and this information is used when calculating field ticket totals for a job. The currently available Qty Type options are shown below.
- per day
- per end
- per hour
- per meter
- per foot
- per km
- per mile
- per month
- per motor
- per run
- per tool
- per week
- per well
When entering a Rate for a billing item type, this value can be a numerical value representing a dollar amount or a textual phrase.
Textual Phrase Examples for Rates
For a billing item type that represents the replacement cost of a tool, the rate could be set to replacement value.
If the current rate constantly fluctuates, the rate could be set to TBD and the salesman would have to fill it in when completing the bid.
Billing Item Type Bundles
If a billing item type is a package and includes different sub items that need to be listed out on a bid, they can be added in the Bundled Items.
To add bundled items to a billing item type, seperate each one by a semi-colon “;” so that they correctly display through the system and on the printed bid.
Billing Item Type Rate Overrrides
For each billing item type, overrides can be set for a particular customer and/or play. When a rate override is setup, anytime this billing item type is added to a bid or job for this customer and/or play, the override rate will apply.
To add rate overrides, select the customer and/or play in the right section and enter the new rate.
You must have the Billing Item Types Modify role to be able to modify default/master billing item types.
All quantity types and rates that are setup in the master billing item type list are just default values and can be overriden on a case by base basis when they are added to a bid or job. Any changes that are made to a billing item type’s Qty Type or Rate at the bid or job level will not change the values set in the master list.
Archiving Billing Item Types
If a billing item type is no longer needed in the system, it can be archived help .
To Archive or UnArchive and item, search and select the item and then click Archive or UnArchive in the upper right section of the page.
Billing Item Type Audits
To view the Audit History help for all billing item types, click on the Audit History link in the top right section of the Billing Item Types List page.
To view the Audit History help for a single billing item type, click on the Audit History link in the top right section of the billing item type’s detail page.
What is Audited for a Billing Item Types
- When a billing item type is created.
- When a billing item type has been modified.
- If a billing item type has been modified, the specific information that was modified, including the previous and current values.