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Status Future consideration
Created by Guest
Created on May 31, 2021

Bill batch Grouping when billing from Work Order Tracking (SP) List View

Background

At Trafikverket there is a demand to have work orders of a certain type to land on a single bill batch. We have solved this by using the field WORKORDER.PLUSPCOSTCENTER and via an Automation script for WO's with a specific Classification adding the WO number to this field to make it unique.

We have then set the agreement to automatic billing with Bill batch Grouping = Customer Cost Center


The problem is that this automatic billing type will also bill all other work orders and our users are not in controll of the timing of the billing.

So the alternativ is to manually make several bill batches, which will take a lot of time.

The wish is therefore to be able to create Manual bill batches in one action and then have Maximo group them in the same way it does when it is set to automatic billing.

Bill batch Grouping in Work Order Tracking (SP)

When creating Customer Bill batches from the list in Work Order Tracking (SP) we would like to add the functionality to have an option to group bill batches based on the available Bill batch grouping options.

Idea priority Medium
  • Guest
    Reply
    |
    Aug 5, 2021

    Thank you for submitting your enhancement request. We think this is a good idea and will target this for inclusion in a future release.