Find and Review Bill Transactions with the Project Contract Bill Transactions Assistant

This topic provides instructions for finding and reviewing project contract bill transactions using the Project Contract Bill Transactions Assistant.

Before You Start

Make sure you have access to the assistant and to the project, contract, and business unit data that you want to review.

You should know at least one of these details:

• Project name or project number
• Contract name or contract number
• Bill transaction status
• Date range

Steps

1. Open the AI Agents page.
2. Start the Project Contract Bill Transactions Assistant.
3. Enter a request that includes a project or contract.
4. Review the assistant response.
5. If matching transactions are found, the assistant displays a summary and transaction details.
6. If the assistant asks for clarification, provide the requested value.
7. If multiple matching projects or contracts are found, select the correct one by project number, contract number, or the option shown by the assistant.
8. If the result set is large, review the summary by status and amount.
9. Use the link to the Manage Bill Transactions page when you need to review the full transaction list or perform an action.

Result

The assistant displays key transaction information, such as:

• Transaction number
• Date
• Status
• Quantity
• Unit price
• Amount to bill

Note: When more than 25 transactions match your request, the assistant displays the first 25 transactions and provides a deep link to view all the transactions on the Manage Bill Transactions page.