How to Use Billing Groups in RFMS Mobile

In RFMS Mobile you can search and view, assign orders to, create new, and manage orders within billing groups. Please note that contracts and partial billing will still need to be done in core. For information on Billing Groups and Partial Billing in Core please see the corresponding help section.

Search Billing Groups

1. From the Order Entry screen select Billing Groups in the top right corner.
   
2. In the new screen that opens you will be able to search Billing groups by description (project information) and/or group number.
3. The primary order will be shown for the billing group. Selecting a billing group will open it.
   

Assign an Order to a Billing Group

1. From the Order Entry screen, search for an order.
2. Select an order (only one at a time may be added to a billing group) and select Add to Billing Group.
   
3. In the dialog that comes up search for an existing billing group to add the order to, or create a new one. (Note: "description" is the same as "project information".)
   

View and Manage Orders within a Billing Group

While viewing a billing group you can see:

• Projected costs and profits of all orders associated with the billing group
• Sold-To/Ship-To info for each order
• Sales Rep for each order
• Order/Delivered dates for each order
• Totals and remaining balance for each order

Actions while viewing a billing group:

A. Open a selected order

B. Remove selected order from billing group.