Service Provider billable transactions ?

Author: Hanna Selkirk

We are trying to come up with a solution to get Maximo to be more sophisticated in what is deemed billable and not. During our investigations we have noticed the following which we think is an error that should be corrected.

1. Create a work order in Work Order Tracking (SP)
2. Apply a Customer Agreement and a Price Schedule
Upon this action the work order becomes represented in the object PLUSPTOBEBILLED

3. Approve work order
4. Add one line for all resources as actual (Labor, Material, Service and Fee & Charge)

Below is now TRUE for all resource lines.
LABTRANS.PLUSPUNBILLEDTRANS = 1
MATUSETRANS.PLUSPUNBILLEDTRANS = 1
SERVRECTRANS.PLUSPUNBILLEDTRANS = 1
TOOLTRANS.PLUSPUNBILLEDTRANS = 1
PLUSPGBTRANS.PLUSPUNBILLEDTRANS = 1

And for the work order the following is true.
WORKORDER.PLUSPUNBILLEDTRANS = 1

The Work order is now represented in object PLUSPTOBEBILLED and the transctions are represented in object PLUSTOBEBILLEDTR

5. Now set ALL resouce lines to PLUSPTRANSBILLSTATE.TRANSBILLST = EXCLUDE

Below is now TRUE for all resource lines.
LABTRANS.PLUSPUNBILLEDTRANS = 0
MATUSETRANS.PLUSPUNBILLEDTRANS = 0
SERVRECTRANS.PLUSPUNBILLEDTRANS = 0
TOOLTRANS.PLUSPUNBILLEDTRANS = 0
PLUSPGBTRANS.PLUSPUNBILLEDTRANS = 0

And for the work order the following is true.
WORKORDER.PLUSPUNBILLEDTRANS = 0

The transactions are no longer represented in object PLUSTOBEBILLEDTR

However, the work order is still represented in object PLUSPTOBEBILLED, which is what we would like to question.
So there are no longer any billable transactions(resource lines) on the work order but Maximo is still considering the work order to be billable.

6. Close the work order
7. Create a bill batch for the Agreement and click on Select Order > Select Order and the work order will be represented in the list over billable work orders, eventhough there are no transactions(Resource lines) to be billed.

We are looking for a way to make Maximo more sophisticated in the selection of what work orders are billable or not which we would like to be able to decide on Price schedule level. Our though was to use the PLUSPTRANSBILLSTATE.TRANSBILLST = EXCLUDE to be set on all created resource lines when a work order has a specific price schedule applied.

This theory is not working now since the work order is still represented in object PLUSPTOBEBILLED even when all transactions are excluded.

We would like to have this functionality fixed so that when the work order no longer has any billable transactions, the work order should be removed from object PLUSPTOBEBILLED