Overview
The Billing Forecast section allows you to view future revenues from your Owners based on the Inventory currently stored in your Warehouse. This is done by creating Forecasts, then Generating them. You can also Generate Billing Records for more specific information about what you should be charging for. These are not actual Billing Records in the system that can create Invoice Lines, but projections of future Billing Records.
From here you can...
- Predict Future Billing Record Generation
Main Screen Layout
The Billing Forecast section is divided into two parts: the Billing Forecast List, and the Billing Records List.
1. Billing Forecast List
Here is where available Billing Forecasts are displayed, where you can create new Forecasts, and Generate their results.
2. Billing Records List
If you Generate Billing Records along with a Forecast, those Records will be displayed here.
Billing Forecast List
The New button creates a new Billing Forecast, the Delete button deletes the currently selected Forecast, and the Generate button will Generate the Forecast based on the system's current information.
You can filter which Billing Forecasts are displayed by selecting an Owner and Project from the drop-down lists at the top of the screen. Clicking Search will display all Forecasts that match the terms set.
Generate Forecast Pop-Up Window
Clicking the New button will open a pop-up window in which you can create a new Billing Forecast.
| Owner: | The Owner for which the Forecast is being Generated. If left blank, all Owners will be Forecast. |
| Project: | The Project for which the Forecast is being Generated. If left blank, all Projects will be Forecast. |
| Start/End: | The range over which the Billing will be Forecast. If you leave the Start date blank, it will use the current date. You are required to set an End date for the Forecast. |
*Those in red are required fields.
The Generate Billing Records box allows you to Generate specific Records for Billing Forecast that should be create over the specified time period.
The Description field is an open field for you to describe the Billing Forecast.
Once you've entered all the information, click the OK button to create the Forecast, or click the Cancel button to discard it.
Forecast Information
Once Billing Forecasts have been created, they will be displayed in the Billing Forecast List.
| Description: | A description of the Billing Forecast. |
| Owner: | The Owner for the Forecast. If blank, all Owners will be Forecast. |
| Project: | The Project for the Forecast. If blank, all Projects will be Forecast. |
| Start Date: | The Start Date for the period over which the Forecast will be Generated. If blank, it will use the current date. |
| End Date: | The End Date for the period over which the Forecast will be Generated. |
| Total: | The Total revenue predicted for the Owner, Project, and period of time specified. |
| Generation Date: | The date on which the Forecast was most recently Generated. |
| Generation Duration: | The time it took the system to Generate the Forecast. |
| Generate Billing Records: | If the box is checked, specific Records for Billing Forecast will be Generated. |
Note
A Forecast must be Generated to view its results.
Clicking the + icon next to a Forecast will display the Owner(s) Forecast and their revenue Total(s). Clicking the + icon next to the Owner will display the Project(s) and their revenue Total(s).
If you have Generated Billing Records, you can view those Records by selecting a Project that was Forecast.
You can delete a selected Forecast by pressing the Delete key.
Billing Records List
Forecast Billing Records will be displayed here when selecting a Project that was Forecast.
Forecast Record Information
| Forecast Date: | The date on which the Record is Forecast to be created. |
| Amount: | The number of units of work performed for this Billing Record. |
| Applicable Rate: | The Rate at which the units of work are being charged for this Billing Record. |
| Minimum Charge: | If a Minimum Charge has been set in the Contract Line associated with this Billing Record, it is displayed here. |
| Total: | The Total charge for this Billing Record. |
| Material LookUp Code: | If the Billing Record is associated with a specific Material, that Material's LookUp Code is displayed here. |
| Lot LookUp Code: | If the Billing Record is associated with a specific Material, that Material's Lot's LookUp Code is displayed here. |
| Vendor Lot LookUp Code: | If the Billing Record is associated with a specific Material, that Material's Vendor Lot's LookUp Code is displayed here. |
| Material Name: | If the Billing Record is associated with a specific Material, that Material's Name is displayed here. |
| UOM Name: | The Unit of Measure by which this Billing Record is charging. |
| Packaging: | If the Billing Record is associated with a specific Material, that Material's Packaging Type is displayed here. |
| License Plate LookUp Code: | If the Billing Record is associated with a specific License Plate, its LookUp Code is displayed here. |
| Billing Code Name: | The Name of the Billing Code the Billing Record is using. |
| Warehouse: | The Name of the Warehouse this Billing Record is associated with. |
| Notes: | Any Notes in the system for this Billing Record. |
| Operation Code: | The Name of the Operation Code associated with the Billing Record, if applicable. |
| Operation Type: | The Operation Type for the Operation Code associated with the Billing Record, if applicable. |
| Strategy: | The Name of the Contract Line Billing Strategy this Billing Record is associated with. |
| Last Updated: |
| 06/06/2025 |
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