Defining Dependent Contract Billing Lines

This chapter provides overviews of dependent contract billing lines and of prepayments for contracts, lists prerequisites, and discusses how to define contract billing lines for:

• Direct and rated draws

• Fees

• Components

• Applied burdens

• Labor burden

• Revenue

Understanding Dependent Contract Billing Lines

This section lists common fields and discusses dependent contract billing lines.

Common Fields Used in This Chapter

Dependent Contract Billing Lines

After you define contract master information, you must define contract billing lines to generate invoices for your client. Contract billing lines define the billing terms of the contract. You can set up independent and dependent billing lines on a contract. The billing line type determines whether the billing line is independent or dependent.

Dependent contract billing lines include only a portion of the information that the system needs to calculate a billing amount. To calculate a billing amount for a dependent contract billing line, you must associate each dependent billing line with an independent billing line. Typically, you set up dependent billing lines when you want to generate invoices that illustrate each element included in individual billing amounts.

Understanding Prepayments for Contracts

Prepayments, or draws, are advance deposits that your company might require from the customer at the time they sign the contract. When you set up contract billing lines on a contract for prepayments, your company agrees to apply the amount of the prepayment against the total billing amount for the contract.

You can define contract billing lines for prepayments to specify billing terms for direct draws and rated draws.

Direct Draw

A direct draw is a fixed-amount reduction that you apply to the billing amount for the contract.

You apply the direct draw to the billing amount beginning with the first billing until the entire amount of the prepayment is fully applied to the contract

Rated Draw

A rated draw is a percentage reduction that you apply to the billing amount of the contract each time that you create an invoice for the contract. The percentage reduction is based on a percentage of the work completed for the job.

You apply the amount of the rated draw over the life of the contract. The entire amount of the prepayment is fully applied to the contract by the time the work for the contract is complete.

Prerequisites

Before you complete the tasks in this section:

• Create a contract master for the contract.

  See Setting Up Contract Master Information.

• Set processing options for Contract Billing Line Details (P5202).

• Enter the contract billing lines that you want to cross-reference to a billing line.

• If you are creating a cross-reference to a fee line, define valid rate codes for the fee line.

Defining Contract Billing Lines for Direct and Rated Draws

This section provides an overview of direct draw and rated draw billing lines and discusses how to:

• Define a billing line for a direct or rated draw.

• Define cross-references for a direct or rated draw.

Understanding Direct and Rated Draw Billing Lines

You define a contract billing line for a direct or rated draw to represent a prepayment or advance deposit that your company might require from the customer at the time they sign the contract.

When you define a direct or rated draw billing line, the system supplies the:

• Tax explanation, tax or geographical area, job, and accounts receivable company based on the contract master.

• Accounts receivable offset based on the customer of the contract.

• Revenue account based on the automatic accounting instruction BC06 for direct draw or BC07 for rated draw.

When you first define a direct draw billing line, the system displays this message, which you can ignore:

Warning - Cross-Reference Not Setup

Note. The system highlights the X Ref field until you define a cross-reference for the direct draw billing line.

Direct Draw Billing Lines

A direct draw represents a fixed-amount reduction that you apply to a contract. You define a dependent contract billing line for a direct draw. The dependent billing line reduces the billing amount of another billing line in the contract. To apply a direct draw billing line to a billing amount, you must define a cross-reference between the two billing lines.

You can define a cross-reference between direct draw billing lines and these contract billing lines:

• Unit price (independent)

• Lump sum (independent)

• Time and Material (independent)

• Milestone (independent)

• Progress (independent)

• Fee (dependent)

• Component (dependent)

You apply the reduction beginning with the first billing until the entire schedule of values for the draw is fully applied to the contract. The schedule of values for the direct draw is the amount of the prepayment. For example, assume that a direct draw is for -22,000 USD, and that the first three billings are for 10,000 USD each. The calculations for the billings occur in sequence:

10,000 Billing – 10,000 Direct Draw reduction = 0 Billing Amount

10,000 Billing – 10,000 Direct Draw reduction = 0 Billing Amount

10,000 Billing – 2,000 Direct Draw reduction = 8,000 Billing Amount

Rated Draw Billing Lines

A rated draw represents a percentage reduction that you apply to the billing amount of the contract each time that you create an invoice for the contract. The percentage reduction is based on a percentage of work completed for the job. You apply the amount of the rated draw over the life of the contract. The entire amount for the prepayment is fully applied to the contract by the time that the work for the contract is complete. The schedule of values amount for a rated draw is a negative amount. The amount represents a reduction to the total billing value for the contract.

You define a dependent contract billing line for a rated draw. The dependent billing line reduces the billing amount of another billing line in the contract. To apply a rated draw billing line, you must set up a cross-reference between the rated draw billing line and two or more billing lines.

You can set up cross-references between rated draw billing lines and these contract billing lines:

• Unit price (independent)

• Lump sum (independent)

• Milestone (independent)

• Progress (independent)

Rated draws usually relate to progress billing. After your company completes a specific percent of the job or project, the system calculates the current reduction amount with this formula:

(Schedule of Values) × (Percent Complete on the Cross Referenced Billing Line) = (Initial Billing Amount)

(Prepayment Amount) × (Percent Complete) = (Prepayment Reduction)

(Initial Billing Amount) – (Prepayment Reduction) = (Billing Amount)

You apply the reduction beginning with the first billing until the entire schedule of values for the draw is fully applied to the contract. The schedule of values for the rated draw is the amount of the prepayment.

For example, assume that a rated draw is for 5,000 USD, and the related progress billing is for 100,000 USD. You define the first billing event as 10 percent complete. When you complete the first billing event, the system applies the percentage of completion to the schedule of values for the progress billing and the rated draw.

The system calculates the billing amount as:

100,000 × .10 = 10,000 (Initial Billing Amount)

5,000 × .10 = 500 (Prepayment Reduction)

10,000 – 500 = 9,500 (Billing Amount after Reduction)

Forms Used to Define Contract Billing Lines for Direct or Rated Draws

Defining a Billing Line for a Direct or Rated Draw

Access the Contract Billing Line Detail Revisions form.

B L (billing line type)

Enter D or 8 for direct draw billing lines. Enter R or 9 for rated draw billing lines.

Note. If you leave the Tax Rate and Tx Ex fields blank, the system uses the tax information from the contract master.

If you leave the account number (business unit, object, and subsidiary) blank, the system assigns the account number (business unit, object, and subsidiary) from the AAIs that are set up for item BC06 for direct draw billing lines or for item BC07 for rated draw billing lines.

Defining Cross-References for a Direct or Rated Draw

Access the Draw Cross-Reference Revisions form.

On the Draw Cross-Reference Revisions form, select the contract billing lines that you want to cross-reference to this direct or rated draw line, and then select Select/Delete from the Row menu. The system enters an X in the X Ref column.

Defining Contract Billing Lines for Fees

This section provides an overview of fee billing lines, lists a prerequisite, and discusses how to:

• Define a contract billing line for a fee.

• Define a cross-reference for a fee.

Understanding Fee Billing Lines

A fee represents an amount for which you want to bill the customer in addition to another billing amount. You can define fees based on the billed amount for another billing line in a contract. To do this, you define dependent contract billing lines for fees.

Contract billing lines for fees depend on other billing lines for their calculation. To calculate billing amounts for a fee billing line, you must set up a cross-reference between the fee billing line and the other billing lines within the contract. You must also assign a rate code or a fee percentage to the billing line for a fee. The rate code specifies a table for fee percentages that the system uses for a fee billing line. The rate code is based on an effective date rate.

To apply a fee to a contract, you must set up a cross-reference between the dependent fee billing line and other billing lines within the contract against which you want to apply the fee. You can also set up cross-references to other fee billing lines, thereby creating a compound fee calculation.

When you create invoices, the system uses either the invoice amount or the cost amount to calculate the fee amount. For example,

(Fee Amount) = (Fee Percent) × (Total Invoice Amount for the Billing Lines)

Defining Fees for Billing Amounts

You can define dependent contract billing lines for fees. Fees represent an amount that you bill customer in addition to the billed amount for one or more contract billing lines. You can base the contract billing line for a fee on a percent of either the costs incurred or the amounts invoiced for a contract.

When you define a fee billing line, the system supplies the:

• Tax explanation, tax or geographical area, job, and accounts receivable company, based on the contract master.

• Accounts receivable offset, based on the customer of the contract.

• Revenue account, based on the AAI BC03 for fees.

Prerequisite

Set up a fee table.

See Setting Up Fees.

Forms Used to Define Contract Billing Lines for Fees

Defining a Contract Billing Line for a Fee

Access the Contract Billing Line Detail Revisions form.

B L (billing line type)

Enter F, 4, or A for fee billing lines.

Note. If you leave the Tax Rate and Tx Ex fields blank, the system uses the tax information from the contract master.

If you leave the account number (business unit, object, and subsidiary) blank, the system assigns the account number (business unit, object, and subsidiary) from the AAIs that are set up for item BC03.

Defining a Cross-Reference for a Fee

Access the Fee Cross Reference Details form.

Note. To define a cross-reference for a fee line that is associated with project and government contract accounting (PGCA) contract, select the Project and Government tab.

See Setting Up Fee Billing Lines for PGCA Contracts.

To define a cross-reference for a fee:

1. Enter a markup percentage or a rate code, but not both.

   Rate codes are set up for incremental fee markup percentages that are date-sensitive.

2. Click either Invoice/Revenue or Cost in the Fee Basis group box.

   If the Inv/Rev Amounts Must Equal option is selected on the Service Billing Constants form, you must select Invoice/Revenue as the fee basis.

   If the fee basis is cost, the fee billing line must cross-reference T and M billing lines only.

3. Select Select Lines from the Form menu to access the Select Cross Reference Lines form.

4. Select one or more of the contract billing lines, and then select Select Records from the Row menu.

   When a contract billing line is selected, it is removed from the form.

5. Click Cancel to return to the Fee Cross Reference Details form.

6. Click Find on the Fee Cross Reference Details form.

   The system displays the contract billing lines that you have selected as the basis for the fee billing line calculation.

Defining a Contract Billing Line for Components

This section provides an overview of component billing lines, lists prerequisites, and discusses how to:

• Define a billing line for a component.

• Define cross-references for a component.

Understanding Component Billing Lines

A component is a markup amount that you link to an independent billing line for time and materials or to a dependent billing line for burden. The billing amount for components is associated with the billing lines that you set up for time and materials.

To display the component amounts that are associated with billing lines for time and materials as a separate line on the invoice for the contract, you must set up a billing line for components. Setting up a separate billing line for components enables you to set characteristics for the component billing line that differ from the base record.

For example, when you set up a billing line for time and materials to calculate the billing amount for payroll costs, the amount includes a component markup of 10 percent for overhead. Because you have agreed to bill the client for the overhead separately from the payroll costs, you enter a billing line for a component to separate the payroll and overhead amounts.

When you define billing lines for components, the system automatically supplies the information for the job and the accounts receivable company based on the contract master. In addition, if you don't need to display component billing lines separately from time and material billing lines, you can include component amounts in time and material billing lines by having the system calculate component amounts.

See Adding Component Rules to Existing Markup Rules.

When you first define a contract billing line for a component, the system displays this message, which you can ignore:

Warning - Cross-Reference Not Setup

Note. The system highlights the X Ref field until you define a cross-reference for the component billing line.

Cross-References for Components

After you set up contract billing lines for components, you must complete these tasks:

• Set up a cross-reference from the billing line to a component code.

  The component code specifies the rules for the markup calculation.

• Set up a cross-reference from the component billing line to an independent billing line for time and material or to a dependent billing line for burden that you have previously defined for the same contract.

When you create invoices or generate revenue recognition, the system uses the cross-reference information to separate the component markup from the time and materials billing line.

Important! If you do not set up the correct cross-references for the previously defined billing line for time and materials, the system does not separate the component and time and material amounts when you generate invoices.

If you change a cross-reference after generating the workfile, you must run the Workfile Re-extension program (R481202) to apply the changes to workfile transactions.

Prerequisites

Before you complete the tasks in this section:

• Define billing lines for time and material for the contract.

  See Defining Contract Billing Lines for T and M or Cost Plus.

• Set up component markup rules for component codes.

  See Setting Up Component Rules.

Forms Used to Define Contract Billing Lines for Components

Defining a Billing Line for a Component

Access the Contract Billing Line Detail Revisions form.

Note. If you leave the Tax Rate and Tx Ex fields blank, the system uses the tax information from the contract master.

Defining Cross-References for a Component

Access the Component Billing Line Cross-Reference Revisions form.

To define cross-references for a component:

1. Complete the Component Code field to cross-reference the billing line to a component code, and then click OK.

   The system enters an X in the X Ref column for the component line on the Contract Billing Line Detail Revisions form.

2. Access the Component Billing Line Cross-Reference Revisions form again to set up a cross-reference from the component billing line to an independent billing line for time and material.

3. Select the row in the detail area that contains the component code, and then access the Component Billing Line Cross-Reference Selection form.

4. Select the time and materials billing line to which you want to cross-reference the component, and then select Select Billing Line from the Row menu.

   The system enters an X in the X Ref column for the billing line that you selected.

Defining a Contract Billing Line for Applied Burdens

This section provides an overview of billing lines for applied burdens and discusses how to:

• Define a billing line for applied burdens.

• Define cross-references for applied burdens.

• Select cross-reference lines for the applied burdens line.

Understanding Billing Lines for Applied Burdens

Billing lines for applied burdens are similar to billing lines for components and enable you to separate the applied burden amounts that are associated with T and M or cost plus billing lines from the base records for invoicing and revenue recognition for the contract. You also use applied burden billing lines to calculate other billing lines, such as fees, based on burdened amounts separately from the T and M or cost plus billing line.

To set up billing lines for applied burdens, you complete these steps:

1. Set up a billing line using line type G.

2. Enter the burden category of the applied burden amount that you want to separate from the base record.

3. Select existing T and M or cost plus billing lines to cross-reference to the applied burden billing line.

When you define billing lines for applied burdens, the system automatically supplies the information for the job and the accounts receivable company based on the contract master.

When you first set up a contract billing line for applied burdens, the system displays this message, which you can ignore:

Warning - Cross Reference Not Setup

Note. The system highlights the X Ref field until you define a cross-reference for the applied burden billing line.

Note. If you do not set up the correct cross-references for the previously defined T and M and cost plus lines, the system does not separate the applied burden and T and M or cost plus amounts when you generate invoices.

If you change a cross-reference after generating the workfile, you must run the Workfile Re-extension program (R481202) to apply the changes to workfile transactions.

See Also

Setting Up Burdening

Processing Burdening

Prerequisites

Before you complete the tasks in this section:

• Define T and M and cost plus billing lines for the contract.

  See Defining Contract Billing Lines for T and M or Cost Plus.

• Set up burden categories.

  See Understanding Segments and Burdening Categories.

Forms Used to Define Billing Lines for Applied Burdens

Defining a Billing Line for Applied Burdens

Access the Contract Billing Line Detail Revisions form.

B L (billing line type)

Enter G for applied burden billing lines.

Defining Cross-References for Applied Burdens

Access the Applied Burden Billing Line Cross-Reference Revisions form.

1. Enter the burden category for which you want to separate out amounts for invoicing or revenue recognition.

2. Click OK.

3. Click Cancel.

Selecting Cross-Reference Lines for the Applied Burdens Line

Access the Applied Burden Billing Line Cross-Reference Selection form.

1. Select the lines to which you want to cross-reference the burden category and select Select Billing Ln from the Row menu.

   The system displays an X in the X Ref field to indicate that the T and M or cost plus line has been cross-referenced to the applied billing line.

2. Click Cancel.

Defining a Contract Billing Line for Labor Burden

This section provides an overview of labor burden billing lines, lists prerequisites, and discusses how to:

• Define a billing line for labor burden.

• Define cross-references for labor burden.

Understanding Labor Burden Billing Lines

Labor burden is the cost that a company incurs as a result of employing people. You link labor burden transactions to a billing line for labor. The billing amount for labor burden is included in the billing lines that you set up for labor.

To display the labor burden amounts that are included in billing lines for labor as a separate line on the invoice for the contract, you must set up a billing line for labor burden. Setting up a separate billing line for labor burden enables you to specify characteristics for the labor burden billing line that differ from the base record.

For example, assume that when you set up a billing line for labor to calculate the billing amount for payroll costs, the amount includes a labor burden transaction for company-paid payroll taxes. Because you have agreed to bill the client for the taxes separately from the payroll costs, you enter a billing line for labor burden to separate the payroll and burden amounts.

Note. You must set up the PDBA or tax type for labor burden for each employee.

See Entering Employee Deduction, Benefit, and Accrual Instructions.

When you define billing lines for labor burden, the system automatically supplies the information for the job and the accounts receivable company based on the contract master.

If you don't need to print labor burden billing lines separately from labor billing lines on the invoice, you can include labor burden amounts in labor billing lines by having the system calculate labor burden when you create payroll journal entries.

When you first define a contract billing line for labor burden, the system displays this message:

Warning - Cross-Reference Not Setup

Note. The system highlights the X Ref field until you define a cross-reference for the labor burden billing line.

Cross-References for Labor Burden

After you set up contract billing lines for labor burden, you must set up:

• A cross-reference from the billing line to DBA or tax type.

  The DBA or tax type is used to calculate the burden amount.

• A cross-reference from the labor burden billing line to an independent billing line for labor that you have previously defined for the same contract.

When you create invoices or generate revenue recognition, the system uses the cross-reference information to separate the labor burden from the labor billing line.

Important! If you do not set up the correct cross-references for the previously defined billing line for labor, the system does not separate the labor burden and labor amounts when you generate invoices.

If you change a cross-reference after generating the workfile, you must run the Workfile Re-extension program (R481202) to apply the changes to workfile transactions.

Prerequisites

Before you complete the tasks in this section:

• Define billing lines for time and material for the contract.

  See Defining Contract Billing Lines for T and M or Cost Plus.

• Set up a DBA or a tax type for the burden.

  See Setting Up Deductions, Benefits, and Accruals.

  See Setting Up Tax Information.

Forms Used to Define Contract Billing Lines for Labor Burden

Defining a Billing Line for Labor Burden

Access the Contract Billing Line Detail Revisions form.

B L (billing line type)

Enter B or 0 for burden billing lines.

Note. If you leave the Tax Rate and Tx Ex fields blank, the system uses the tax information from the contract master.

Defining Cross-References for Labor Burden

Access the Burden Billing Line Cross-Reference Revisions form.

To define cross-references for labor burden:

1. Complete either the DBA Code or Tax Type field to cross-reference the billing line to a DBA or tax type, and then click OK.

   The system enters an X in the X Ref column for the labor burden billing line on the Contract Billing Line Detail Revisions form.

2. Access the Burden Billing Line Cross-Reference Revisions form again to set up a cross-reference from the labor burden billing line to an independent billing line for labor.

3. Select the row in the detail area that contains the burden DBA or tax type, and then access the Burden Billing Line Cross-Reference Selection form.

4. Select the labor billing line to which you want to cross-reference the labor burden, and then select Select Billing Line from the Row menu.

   The system enters an X in the X Ref column for the billing line that you chose.

Defining Revenue-Only Contract Billing Lines

This section provides an overview of revenue-only contract billing lines, lists a prerequisite, and discusses how to define:

• Revenue billing lines for percent complete.

• Revenue billing lines for percent of billing.

• Cross-references for revenue billing lines.

Understanding Revenue-Only Contract Billing Lines

In addition to calculating revenue from existing billing lines, you can also set up revenue-only billing lines, which are additional billing lines that the system uses only for calculating revenue for a contract. You can define these two types of revenue-only billing lines:

• Percent complete (billing line type E).

• Percent of billing (billing line type H).

Percent complete billing lines enable you to recognize revenue for a percentage of the schedule of values for a contract. When you set up percent complete lines, you specify a percentage, and then enter an amount in the Schedule of Values field. When you run the Journal Generation program (R48132), the system multiplies this percentage by the schedule of values amount to calculate the revenue amount.

Percent of billing lines enable you to recognize revenue for a percentage of the cumulative billed amount. To set up percent of billing lines, you specify a percentage. When you run the R48132 program, the system multiplies this percentage by the cumulative billed amount (cost + fee + award fee amounts) to calculate the revenue amount.

After you set up a revenue-only billing line, you must define cross-references for the line. Cross-references define the billing lines for which you have already recognized revenue for a contract, so that you don't inflate revenue amounts.

You use the Revenue Billing Line Cross Reference program (P5217) to specify which lines are to be included in the revenue calculation, and the system stores these cross-references in the Revenue Billing Line Cross Reference table (F5217). When you run the Contract Revenue Workfile Generation program (R52120), the system creates placeholder transactions in the Billing Detail Workfile table (F4812) for the revenue billing lines. When you run the G/L Journal Generation program (R48132). the system performs the following actions to calculate the revenue amount:

1. Retrieves the cross-reference information from the F5217 table.

2. Retrieves the revenue percent, schedule of values, revenue status, and whether to include excess lines from the F5202 table.

For percent complete revenue lines, the system then performs these actions:

1. Retrieves the previous revenue amounts for the billing lines that are cross-referenced to the revenue line from the F4812 and the F4812H tables.

2. Determines whether to include excess lines, and if so, includes them.

3. Calculates the revenue amount by multiplying the percent complete by the schedule of values and then subtracting the previous revenue amount.

For percent of billing revenue lines, the system performs these actions:

1. Retrieves the previously billed amounts for the billing lines that are cross-referenced to the revenue line from the F4822 table and retrieves the previous revenue amounts for the billing lines that are cross-referenced to the revenue line from the F4812 and the F4812H tables.

2. Determines whether to include excess lines, and if so, includes them.

3. Calculates the revenue amount by multiplying the percent complete by the billed amount and then subtracting the previous revenue amount.

See Also

Recognizing Revenue

Prerequisite

Before defining revenue billing lines, you must set up these AAIs with valid revenue accounts:

• BC08: Revenue account for percent complete lines.

• BC09: Revenue account for percent of billing.

See Understanding Billing AAIs for Contracts.

Form Used to Define Contract Billing Lines for Revenue

Defining Revenue Billing Lines for Percent Complete

Access the Contract Billing Line Detail Revisions form.

BL (billing line)	Enter E to define a percent of billing revenue line. If you are defining billing lines for a contract that you entered in the Create/Edit Project and Government Contracts program (P52G01M), the system generates a warning if the billing line type does not match the revenue method on the funding level contract.
Schedule of Values	Enter the amount that you expect to bill, which is typically the funded amount for the funding level contract.
Rev % Cmpl (revenue percent complete)	Enter the percentage used for revenue calculation. The system calculates revenue by multiplying this percentage by the schedule of values, less any previously recognized revenue.
Rev Elig Status (revenue eligibility status)	Select a value from user-defined code table 52/RE to indicate the eligibility status for revenue generation. You complete this field only on revenue billing lines. Values are: Blank: The revenue billing line is a recurring line. O: The revenue billing line occurs one time only. S: The revenue billing line is suspended. These values are hard-coded.
Inc Excess Lines (include excess lines)	Enter Y or 1 to indicate that excess billing lines (lines created for amounts that exceed contract limits) should be included in revenue calculations. You can include excess billing lines in revenue calculations by using this flag or by selecting the excess billing line in the Revenue Billing Line Cross Reference program (P5217). If you enter N or 0, the system does not include excess lines in the revenue calculation.

Note. If you leave the Tax Rate and Tx Ex fields blank, the system uses the tax information from the contract master.

If you leave the account number (business unit, object, and subsidiary) blank, the system assigns the account number using the AAIs that are set up for item BC08.

Defining Revenue Billing Lines for Percent of Billing

Access the Contract Billing Line Detail Revisions form.

B L (billing line)	Enter H to define a percent of billing revenue line. If you are defining billing lines for a contract that you entered in the Create/Edit Project and Government Contracts program (P52G01M), the system generates a warning if the billing line type does not match the revenue method on the funding level contract.
Rev % Cmpl (revenue percent complete)	Enter the percentage to use for revenue calculation. The system calculates revenue by multiplying this percentage by the cumulative billed amount, less retention.
Rev Elig Status (revenue eligibility status)	Select a value from user-defined code table 52/RE to indicate the eligibility status for revenue generation. You complete this field only on revenue billing lines. Values are: Blank: The revenue billing line is a recurring line. O: The revenue billing line occurs one time only. S: The revenue billing line is suspended. These values are hard-coded.
Inc Excess Lines (include excess lines)	Enter Y or 1 to indicate that excess billing lines (lines created for amounts that exceed contract limits) should be included in revenue calculations. You can include excess billing lines in revenue calculations by using this flag or by selecting the excess billing line (line type X ) in the Revenue Billing Line Cross Reference program (P5217). If you enter N or 0, the system does not include excess lines in revenue calculations. If you want to include excess lines in future revenue calculations, you must manually cross-reference the excess billing line.

Note. If you leave the Tax Rate and Tx Ex fields blank, the system uses the tax information from the contract master.

If you leave the account number (business unit, object, and subsidiary) blank, the system assigns the account number using the AAIs that are set up for item BC09.

Defining Cross-References for Revenue–Only Billing Lines

Access the Revenue Billing Line Cross Reference form.

The system displays all applicable billing lines. Select the lines, including the existing revenue line, that you want to use for calculating revenue, and click the Add Xref Line button. The system adds a record for each line that you select to the F5217 table. If you select a line and click the Remove Xref Line, the system removes the line from the F5217 table.