Open topic with left hand navigation

Over-Billing Invoice Line Items

To over-bill an invoice line item, type a value in one of a line item's To Date columns that causes the To Date Progress Amt to be greater than the original Scheduled Amt.

The effects of over-billing vary depending on whether the contract uses Uncontrolled Total or Variable Total billing rules. Note that over-billing is not possible if the contract uses Controlled Total billing rules.

Effects of Over-Billing on Uncontrolled Total Contracts

The scheduled amount is not affected when you over-bill a line item under Uncontrolled Total billing rules because over-billing increases actual costs but not committed costs. Therefore, the amounts in the To Date columns are greater than the Scheduled Amount, and the This Invoice Balance Due Amount is a negative number. For example:

• Before over-billing:

To Date Progress Amt = 75

To Date Progress Pct = 75

This Invoice Balance Due Amount = 25

Scheduled Amount = 100

• After over-billing by 20%:

To Date Progress Amt = 120

To Date Progress Pct = 120

This Invoice Balance Due Amount = -20

Scheduled Amount = 100

Effects of Over-Billing on Variable Total Contracts

When you over-bill a line item under Variable Total billing rules, Proliance increases the scheduled amount for the line item by the over-billed amount. This in turn makes the To Date Progress Pct for the line item 100% and the This Invoice Balance Due Amount zero (0). For example:

• Before over-billing:

To Date Progress Amt = 75

To Date Progress Pct = 75

This Invoice Balance Due Amount = 25

Scheduled Amount = 100

• After over-billing by 20%:

To Date Progress Amt = 120

To Date Progress Pct = 100

This Invoice Balance Due Amount = 0

Scheduled Amount = 120

If you later delete the invoice that contains the over-billed line item, the Scheduled Amount of the line item on the contract's Schedule of Values page remains unchanged.