Maintain Project Invoice Summary Definitions

Create a customer contract with a transaction based project line.

Security: Set Up: Project Billing - Invoicing
domain in the Project Billing functional area.

Use the

task to create and maintain project invoice summary definitions. After you configure a summary definition, you can select the definition from the

Project Invoice Summary Definition

prompt on the

Create Billing Schedule for Customer Contract

task for transaction or consolidated billing schedules for customer contracts.

When you create customer invoices or invoice proposals from the contract, Workday groups and summarizes the transactions of the type configured in your summary definition instead of displaying them all on individual lines. You can click

Billable Transactions

on a summarized invoice line to display the individual transaction lines.

Workday respects the grouping for the summary definition that you select on the billing schedule, even if you have multiple contract line types. For example, if you select a Time
summarization at the contract line but you have both Time
and Expense
invoice lines, Workday respects the grouping from the Time
rule.

Access the

Maintain Project Invoice Summary Definitions

task.

As you complete the task, consider:

Option	Description
Project Transaction Source	Select the transaction type you want to summarize: Expense , Misc Expense , or Time .
Tenant Default	(Optional) Select a summary definition to be the default for the tenant. If you select a project invoice summary definition on the billing schedule, Workday summarizes the transaction lines associated with the billing schedule that match the transaction source specified in the summary definition you selected. If you don't select a project invoice summary definition on the billing schedule but you have defined a default summary definition for the tenant, Workday summarizes the transaction lines that match the transaction source specified in the default summary definition.
Summarize By	Select the dimensions you want to summarize transactions by.

Create a transaction or consolidated billing schedule, and select a project invoice summary definition that you defined.

Create Consolidated Billing Schedules for Customer Contracts