Billing Methods & Change Management

The StratusVue Website solutions support all 4 billing methods when setting up projects in Sage 300. The 4 methods are as follows:

  • Contract (Use Contracts)
     True Schedule of values defined through the Contracts (CN) Module

 

  • Quick Bill (Job)         Level 1
     Single Entry Lump Sum Contract Line Item (No CN Module)

 

  • Quick Bill (Division)     Level 2
     Summarized Schedule of Values by Division (No CN Module)

 

  • Quick Bill (Cost Codes)    Level 3
     Each Cost Code shows up as a contract line item (No CN Module)

 

Change Management Options by Billing Method

  • Contract                True Schedule of Values – G702 / G703
    Contract jobs can use the “Quick Add” function of contract line items from the StratusVue website solution. Items that are quick added will show up as a new CN / Contract Line Item when the Change Event that creates it is synchronized.

 

This method brings in each contract item as it is created within the Contracts (CN) Module of Sage 300. This method also supports multiple contracts in one project. This method is the recommended method for users looking to utilize the Pencil Draws section of the Cost Management module. 

 

  • Quick Bill (Job) Level 1            This is a single lump sum entry for the project by Extra
    You cannot add additional contract items when using quick bill at the job Level 1. You can add an extra to separate additional items. Extras must be setup within Sage 300. We do not support adding new line items in the StratusVue solution website for this billing method.

     This is a single lump sum entry for the project. All pending and approved changes will apply to the single line within the contract info page. You can add an extra to separate additional items and must be setup within the back office.

 

  • Quick Bill (Division) Level 2        This summarizes all billing by Division Header Codes by Extra
    You can add additional contract items when using quick bill at the Division Level 2. You can add an extra to the job in the in Sage 300, if separate items go to the same division / header code.

     This method summarizes all billing by division header codes. You can only add new divisions when adding a new item and will not allow adding items outside of division header codes / group codes.

 

  • Quick Bill (Cost Codes) Level 3        This summarizes all billing by Cost Code by Extra
    You can quick add cost codes to the project that have not been previously added to the project. You can add an extra to the job in Sage 300 if items go to the same division / header code.

 

This method will have each cost code show as a contract line item within the contract info page. 

 

Contract Info Grid Examples by Billing Method

  • Contract (Use Contracts)

  • Quick Bill (Job)         Level 1

  • Quick Bill (Division)     Level 2

  • Quick Bill (Cost Codes)    Level 3