Bill Types and Bill Codes

Bill Types and Bill Codes are used for grouping costs. Bill Types are groupings of bill codes, which are used to define the cost of performing work within the Logbook module.

After a bill type and bill codes have been created, you can associate them to newly created items to the appropriate request type and subTypes. For information see Request Types and Sub Types.

To open the Bill Types and Bill Codes page:

  1. Open the Administration Menu page.

  2. Under the WORK ORDER ADMIN heading, click Bill Types and Bill Codes.

ClosedAdd a Bill Type

To add a bill type:

  1. In the New Bill Type field, enter the name of the new bill type.

  2. Click Add.

    A dialog box opens asking you to confirm your choice.

  3. Click OK.

ClosedEdit a Bill Type

Once you have created a bill type, you can further define it or edit it. To edit a bill type:

  1. In the Bill Type field, select the bill type to edit.

  2. To change the name of the bill type, enter a value in the Rename field.

    All historical information will reflect the new value.

  3. To change the status, select a value from the Status field.

    Bill types with a status of Inactive are not displayed to users.

  4. Click UPDATE.

ClosedAdd Bill Codes to a Bill Type

Once you have created a bill type, you can create bill codes for it. To add bill codes to a bill type:

  1. In the Add Bill Code field, enter the name of the bill code you want to add to this bill type.

  2. Click Add.

    The new bill code is displayed in a yellow pane.

  3. In the Status field, select a value to make this bill code active or inactive.

    Bill codes with a status of Inactive are not displayed to users.

  4. In the GL Income Amount field, enter an account value.

    This allows you to associate the bill code with an account in an external accounting system.

  5. Click UPDATE.

ClosedEdit a Bill Code

Once you have created a bill code, you can edit it. To edit a bill code:

  1. In the Bill Type field, select the bill type containing the bill code to edit.

    The bill codes associated with this bill type are displayed in the yellow pane.

  2. Modify any of the following values:

    • Status – the status of the bill code, either Active or Inactive
    • Bill Code – the name of the bill code
    • GL Income Account – the associated external account number

  3. Click UPDATE.

ClosedDelete a Bill Code

Bill codes that have not been used can be deleted from the system. Bill codes that have been associated with work orders cannot be deleted, but they can be inactivated to prevent users from accessing them.

To delete a bill code:

  1. In the Bill Type field, select the bill type containing the bill code you want to delete.

    The bill codes associated with this bill type are displayed in the yellow pane.

  2. Click the DELETE button to the right of the bill code you want to delete.

ClosedDelete a Bill Type

Bill types that have not been used can be deleted from the system. Bill types that have bill codes associated with them or that have been associated with a work order cannot be deleted, but they can be inactivated to prevent users from accessing them.

To delete a bill type:

  1. In the Bill Type field, select the value to delete.

  2. Click DELETE.

    A dialog box opens asking you to confirm your choice.

  3. Click OK.

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