Line ActionsWorkPlace Project provides the ability to mass generate customer invoices. With just a few clicks in WorkPlace Project, an un-posted Invoicing Batch will be automatically created within Dynamics GP. WorkPlace can also create multiple invoices based on the parameters you specify and place them in the batch.
The billing rate used will be calculated based on a customizable hierarchy of rules that you setup in advance. Also, at the time of bill generation, you can simply select 'Filter/Refresh' to include all available records, or you may specify parameters (listed below) to restrict invoice generation to specific types of cost records.
Select All
Select the records to transfer to another project/phase or activity and click transfer.
session info
Select or type in a single or consecutive range of Projects.
Select or type in a single or consecutive range of Phases.
Select or type in the date.
Enter the quantity or number of hours.
Select or type in the Billing Rate Type.
Select or type in the Billing Currency.
Enter the Bill Rate.
Quantity x Bill Rate.
Enter the Billing Description.
Select or type in the optional Batch name.
Select or type in a single or consecutive range of Activities.
Enter the Percentage.
Select or type in the Cost Rate Type.
Select or type in the Cost Currency.
Enter the Cost Rate.
Quantity x Cost Rate.
Selection of parameters is optional and only needs to be used if you wish to restrict the records to be processed.
Line Actions
