Page 22 - Unanet GovCon Using Billing Revenue - Participant Guide ebook

Activity 3.1 Perform Billing & Revenue Post and Create Customer Invoice
Login as Cindy Invoice (Billing Manager) – cinvoice / welcome

Activity Steps:
a. Step 1: Perform the Billing & Revenue (B&R) Post

Navigate: Financials > Invoicing & Posting > Billing & Revenue Post
Enter the following criteria then Select List tab:

Legal Entity: MYCO
Project Organization: CUST-3-UU3
Project: TM-PROJ-BILLING-MGR
nd
Include Actuals Through: 2 of Posting Month
rd
Post Date*: 3 of Posting Month
Fiscal Period: Posting Period

b. Step 2: Add the Invoice

Navigate: Financials > Invoicing & Posting > Add Invoice
Enter the following criteria then Select List tab:

Legal Entity: MYCO
Project Organization: CUST-3-UU3
Project: TM-PROJ-BILLING-MGR
Through Date*: 3 of Posting Month
rd
Invoice Date: 5 of Posting Month
th
th
Post Date: 5 of Posting Month
Fiscal Period: Posting Period
*Add Invoice Through Date is based on the Post Date used in B&R Post

c. Step 3: Generate the Invoice – Click this button to create a draft invoice

d. Click List button (shortcut to List Invoice menu results)

LESSON 3: BILLING MANAGER PROCESS STEPS
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