Project Milestone Billing does not pull costs into the invoice

Epicor ERP 10
1

Hello,
We are starting to explore using Milestone billing for Projects. We do not own the Project Billing license/module

Steps taken:

  1. Create new milestone
  2. Create new Selection Criteria of Fixed Date (and enter date)
  3. Check “Billing Required,” enter a linked sales order line.
  4. On Billing tab - Select Type “Cost To Date” and enter Markup percents.
  5. Flag milestone as complete.
  6. In invoice entry, select “Get - Milestone Billing”
  7. The invoice is created for the correct SO Line, but does not pull any costs in.

Is there something I am missing? Everything else looks fine, just missing costs.
Thanks in advance!

2

Did you run Build Project Analysis on the Project first?

3

Hi Mark,
Thank you for the reply! I hadn’t run Build Project Analysis when I sent my initial email. However, I just ran it and then generated the invoice and it still came in with zero dollars. Any other ideas?

4

Do you see costs in the Project Tracker? First check to see if there’s no costs then see if it’s an invoicing problem.

5

@Mark_Wonsil we do have costs in the Project Tracker. It works if we select a Type of “Fixed Amount” and then enter a value in the ProjectMilestone.BillingAmount field, but not if we use the markup labor/burden percents.

6

If you’re trying to do Cost Plus, then you’re going to need the Advance Billing module I believe.

7

@Mark_Wonsil that’s what I fear as well. I know the whole Contract - Project Billing Invoicing tabs have a LOT of options and they are all grayed out since we don’t own Project Billing. I was hoping this would work since the Milestone - Detail tabs all appear to be available for use.

I might submit a ticket with Epicor Support just to clarify.

Anyway, I appreciate you taking the time to help!

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