UIT How to submit Orders to BC

• Navigate to Billing area
  • At the VERY BOTTOM LEFT click on 'Projects' to change area.  choose Billing
  • Then click on Orders in the left hand sitemap
  • use the view 'Orders - need review'

TO SUBMIT TO BC

• Review each order and order lines the click SUBMIT ORDER at top
• or click Cancel Order to get order off list and NOT send to BC

If issue with Order - 

• We can modify time, or project rate, or msp threshold on project then run again.

ORDERS ARE CREATED WITH THE FOLLOWING LOGIC

• First we create orders only for T&M, MSP, CSP projects that have time entries that meet the following criteria
  • Date on or after X and on or before Y - this is the two week period typically
  • Professional Service Hours
  • Role DOES NOT EQUAL Do Not Invoice
• For each time entry that meets criteria above
  • We pull the bill rate from here in the project.  Its the STANDARD role with rate set.
  • 
  • The MSP monthly entitlement is MSP/CSP hours threshold field on the proect
    • For each order, we add up all the billable time and check to see if its more than half the MSP/CSP Hours Threshold value
    • If less, then we discount to zero the invoice (unless there are expenses)
    • If more than entitlement - we add the full entitlement discount for that period (half the MSP/CSP hours thershold)