Prerequisites
Before you complete the tasks in this section:
Set up tax information, if applicable, for each business unit (project or job) or customer.
Set up address information for each customer in the Address Book table (F0101).
Set up master information for each customer in the Customer Master table (F0301).
Set up multicurrency, if you are processing invoices using different currencies.
Set up master information for each business unit (job) in the Business Unit Master table (F0006).
Verify that you have assigned a customer number to the projects if you want the system to automatically retrieve the customer for the contract.
Define all billable accounts in the chart of accounts to process T and M billing lines.
Define cost accounts and budgets to process lump sum billing lines.
Verify that billing constants have been set up.
Define retainage rules, if applicable.