Understanding Restrictions on Editing Bills from Other Sources

Several restrictions apply to changing billing information transferred through the Billing interface:

• Contracts and Project Costing

  • Do not perform any adjustments, credits, or rebills on prepaid transactions (line type UTL).

  • Do not change the Billing currency.

  • Do not change the unit of measure.

  • When the system source is CBI, or PBI, most of the fields on the Line - Proj Info page are disabled.

  • Do not add bill lines created through online entry or through a different external system to bills from Contracts or Project Costing.

  • Do not create new Contracts or Project Costing bills by filling in contract information through online bill entry or an external system.

• Government Contracts

  • Government contracts bills are subject to the same restrictions as other contracts bills.

  • Do not adjust any progress payment or progress payment liquidation lines.

  • Do not change the amounts of withholding write-off lines, either directly or by changing other values, such as quantity or unit price.

• Order Management

  • Do not create fully-paid invoices in online bill entry.

  • Do not add or remove lines from fully-paid invoices.

  • You can change only the accounting distribution of bill lines for fully-paid invoices.

  • You cannot cancel fully-paid, partially-paid, and deposit-applied invoices.

  • Do not enter deposit, deposit applied, deposit refund, and deposit refund fee lines in online bill entry.

  • Do not change the amount of any deposit, deposit applied, deposit refund, and deposit refund fee lines in online bill entry if the lines have a deposit ID.

  • Do not delete deposit, deposit applied, deposit refund, and deposit refund fee lines in online bill entry if the lines have a deposit ID.

  • Do not apply discounts and surcharges to deposit, deposit applied, deposit refund, and deposit refund fee lines.

  • Do not enter more than one accounting distribution for deposit, deposit applied, deposit refund, and deposit refund fee lines.

  • Do not enter any contract liability distribution for deposit, deposit applied, and deposit refund lines.

  • Payment with corporate voucher lines (PYCV) can only be passed to Billing in fully-paid invoices. If the fully-paid invoice with PYCV is copied or adjusted, then a PYCV line will exist in the new invoice. You can then modify or delete this line, as necessary, in online bill entry.

  • The system will not perform VAT defaulting and calculations for fully-paid invoices, except for deposit refund fees or deposit, deposit applied, and deposit refund lines when the system is set to charge VAT on advance payments.