You view billing status history for a ticket, work order, or sales order in the View Billing Status History dialog box. The dialog box displays billing status history for all billing lines that reference this ticket, work order, or sales order. If the dialog box fields are empty, the transactions for this record have not been extracted to a bill batch.
View billing status history for tickets, work orders, or sales orders created in the following applications:
Tickets—Service Requests (SP), Incidents (SP), and Problems (SP)
Work Orders—Work Order Tracking (SP), Activities (SP), Changes (SP), and Releases (SP)
Sales Orders—Sales Orders (SP)
From the Select Action menu, select View Billing Status History.
In the Billing Status History dialog box, view the following information about billing transactions for this record. A new record is created each time the status changes either on the bill batch or the bill line.
Bill Batch—Identifier of the bill batch that contains transactions that are completed, closed, or resolved during a bill cycle. All labor transactions are approved. The batch contains all previously unbilled tickets, work orders, and sales orders that are billable for this agreement during a billing cycle.
Agreement—Customer agreement associated with the transactions. Only one bill batch is active for a customer agreement.
Batch Status—Status of the bill batch on this line.
Line Status—Status for this bill line.
Status Date—Date of the change to the line or batch status.
Changed By—Person who changed the line or batch status.
Click OK to close the dialog box.
For more information about bill batches, see the Customer Billing (SP) help.