Overview of Billing Types

To enable billing types for ordering parts, debriefing parts, entering labor and expenses and for creating fixed charges, you must assign billing types to items in the item master.

For more information on updating the Item Master with the billing type see Item Specifications and Attributes: Explained, in the Using Product Master Data Management guide.

How are Billing Types used in Service Logistics?

When you set up service activities for your organization, you'll need to associate billing types with service activity codes (SACs) to define which items in the Item Master will be used for the selected service activity. Service activity codes are entered when a user creates a part requirement for a service request and decides whether the resulting sales order is for a shipment or a return order line. The association of the service activity code with the billing type controls which items or parts can be selected in the part requirements user interfaces. Note that SACs aren't required for work order part requirements as the service activity code is entered later when creating the parts debrief line. SACs are also used in field service debrief.

You can also use billing types and service activity codes to define subscription coverage for calculating charges.

Billing types also decide the list of service activities that are displayed when creating part, labor, and expense debrief transactions and the service activity required to add fixed charge items to a work order. Billing types help filter the list of items available for selection.

You can associate multiple billing types with a service activity code. For example, a service activity of type Installation can be used for both parts and labor debrief.