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Automatic Billings Transaction Load doesn't always work...

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Posted on by Mark Fineman

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Hi,

Our setup is configured to only bill "allocated" transactions. We checked the box to have all allocated transactions moved to Flex Billings per our Billing Rules when Allocator is run.

We have come to realize that we still have to manually run Billings Transaction Load in order to get all the transactions. Has anyone ever encountered this situation? The vast majority come in fine into PJINVDET after allocator is run, but a small percentage doesn't.

Any help would be appreciated.

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Mark Fineman 420 on at

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RE: Automatic Billings Transaction Load doesn't always work...

I figured it out! If you have a project that is setup but doesn't have the Project Billing Information setup record created in PJBILL, then BTL won't automatically create PJINVDET records. Prior to running Allocator, this assumes that checkbox to create billing transactions during allocator is checked in Flex Billings Setup.

We are creating a report and notification in Dynamics for our use to check for the PJBILL record and alert the accounting staff of any missing Project Billing Setup records.

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