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Looking for help!
I am currently testing the new unified interface of PSA - looks great! I am having an issue getting Batch Invoicing to pick up Time and Material actuals. I have time entered, approved, there is an Invoice Frequency as well as Invoice Schedule setup. I am running ProcessRunner, which is running successfully. It is however only picking up fixed price contracts and not the unbilled time and material.
I'm obviously missing something, but have double checked (triple checked!) everything and can't seem to get it working. If I click on the Create Invoice button on the Project Contract, that works fine. Does the batch invoicing not work for T&M? If not, can somebody please provide a solution? With over 200 Project Contracts, I obviously do not want to have to click on a button for each and every one of them.
Thank you for your assistance.
Batch Jobs in V3 should work for TM lines when you have everything set up:
- Estimated delivery date on Project Contract
- TM Order Line with Billing Start Date and Invoice Frequency and the actual Invoice Schedule set up.
Then make sure you only have a single instance of ProcessRunner/RunCaller working as it is a recurring workflow. Double check that the name of the Batch Job is Create Invoices and that the processes are in the latest version (you may see an option set when opening up and looking at the processes; make sure the latest version is being used).
I verified all the settings and everything is in order, the workflow runs successfully, but no invoices get generated.
I have opened up a support ticket with Microsoft.
I'd also go with an SR if all the settings etc are in place. In V3.3 all actuals need to be marked ready for invoicing but 3.3 just came out so I'm assuming you're running something between 3.0 and 3.2.
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