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Planview Customer Success Center

New opportunity services have 0 as billing rate (2014)

SYMPTOMS

When adding new opportunity services, the billing rate and invoice amount are always 0, even when the number of hours is greater than 0.


ANSWER

The standard billing rate is determined through the billing role selected for the opportunity service. If the billing rate for this billing role is configured as 0 for the billing office, then a new opportunity service will have 0 as rate and billing amount.

RESOLUTION

If the billing rate should always be a certain value for all opportunity services, then update the billing role billing rate in system management - finance - billing offices.

If the rate should be different just for one or a few opportunity services, a negotiated rate can be entered in the opportunity service. This overrides the predefined rate.