The Opportunity to Billing utility allows you to pass an opportunity to a billing with a single click. The opportunity stage field must have a Closed/Won type. This means that the name can be something different as long as the type is Closed/Won.

  1. Navigate to Accounting Home and under Cash In, click Opportunities.

  2. On the next page, click the Opportunity you wish to bill.

  3. On the Opportunity page, click the Create Billing button.

  4. On the Create Billing page, under Billing Lines, uncheck the Lines you do not want to bill.

  5. Edit information for the Lines you wish to bill as desired. Editable fields are Quantity, Price, Product, Revenue GL Account, Project, Project Task, Comment, and GL Variables.

  6. Click the Create button to create a billing with the default posting status of Approved or click the Create and Post button to create and post the billing. Posting will create the debit and credit transactions.

  7. Optionally: By checking the Cash Sale checkbox on the intermediate screen the following will be automatically processed:
    • Billing created and posted
    • Cash Receipt created and posted
    • Cash Receipt applied to that Billing

 

Please Note:

  • A Billing Line will be created for each opportunity product line in the Opportunity, preserving the same sort order of Opportunity Products to Billing Lines.

  • If GL Variables 1-4, Project, Project Task and/or Product are populated on the opportunity product then these fields will be mapped to the billing.

  • The Revenue GL Account set on the product will be used as the Revenue GL Account on the billing line. If you want to use a deferred revenue GL Account, simply set the revenue GL Account to a balance sheet account on the product.

  • The fields in the Billing header will default as follows unless the user overrides them when creating a new billing:
    • Billing Contact & Billing Address defaults from Account.
    • Shipping Contact & Shipping Address defaults from Account.
    • Billing Format defaults from the Accounting Settings. If there is a different billing format on the customer account, then this will override the Accounting Settings.
    • Billing Date defaults from Opportunity.
    • Billing Terms Name defaults from Account.
    • Due Date defaults from Account terms.
    • Accounting Period defaults from Billing Date.
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2 Comments

  • 0
    Avatar
    Rebecca Ralls

    There is a new validation Rule on the Billing object in 3.13.2 that checks whether an Opportunity is closed by verifying the stage name instead of just checking that the IsWon flag is true.

    This will cause problems for any customer who has named their stages anything other than the default.

    Prevent_Create_Opportunity_Closed_Won:  

    Criteria: 

    AND(
    ISNEW(),
    NOT(ISBLANK(AcctSeed__Opportunity__c)),
    NOT(ISPICKVAL(AcctSeed__Opportunity__r.StageName, 'Closed Won'))
    )

    Should be:

    AND(
    ISNEW(),
    NOT(ISBLANK(AcctSeed__Opportunity__c)),
    AcctSeed__Opportunity__r.IsWon = False
    )

  • 0
    Avatar
    Tony

    Rebecca,

    The new release Amaryllis resolves this. Please submit a request to be upgraded right away to Amaryllis.

    Thanks,

    Tony

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