The objective of PostProduction is to help you facilitate the billing of billable time, expenses, and purchases + your billing schedules. It allows you to:
display all your projects with the production data to be rebilled (valued time, expenses, and purchases), the billed amounts, and the correlated order(s)
generate individually or in bulk the Production Turnover to be billed! generate individually or in bulk your billing schedules (orders of type \"Schedule\")
Here is the path to get there: Apps > PostProduction
PostProduction Status Overview
PostProduction offers you a synthetic view of ongoing projects for the selected month. If all conditions are met, you can also, in just a few clicks, perform your billing.
When you arrive in the PostProduction App, your first actions are:
expand the perimeter to the level you are interested in,
select the project type you want to bill, by default everything is expanded to the maximum,
choose the period you want to bill.
Then you find the following elements:
Your ongoing projects for the selected period, the client related to the project
The resources, products, purchases assigned to the delivery on the project as well as indications about the order linked to the project (if there is one).
The days of reported production as well as the related timesheets. This allows you to directly see if the month's time is validated and if the projects can therefore be billed.
From PostProduction you can click directly on the timesheet for the month to view it (or validate it if you are a validator).
To know the status of the timesheets you can refer to the legend:The reported production turnover thanks to rebilled time and expenses in the case of a monthly order OR the scheduled billing deadlines in the case of a schedule order. This information is compared with the Billed Turnover to avoid duplicates.
Before billing you see a Delta in red, ideally, you should no longer see a delta after the billing operations.
Tip
If you frequently use PostProduction, you can add it directly to your menu bar thanks to the configuration of your Manager interface.
To do this, click on your first name at the top right then go to \"configuration\".
⠀
Billing in PostProduction
Checks
Before billing in PostProduction, you must ensure the following elements:
Your employees/products are correctly assigned to their ongoing deliveries
All ongoing deliveries are properly linked to an order
Time and expenses are correctly reported and validated
In the case of a package billed by schedule: the deadlines are properly scheduled
To check that all elements are properly gathered, from PostProduction you can see the details of your deliveries and orders. To do this, you can click the right arrow to open the details of each line.
For monthly orders: the production turnover is correctly reported thanks to the logged time and you find the details of the Daily Sale price x Number of logged days
For schedule orders: you find the mention \"Schedule\" under the order number. Although time is reported, what matters is the scheduled deadline in the order. Thus, throughout the project duration you see it appear in PostProduction but you can only bill if and only if a deadline is scheduled for the chosen month.
Note: you have the choice to add notes or not by clicking the + button in the relevant column on the line of the concerned order.
Warning: the note only appears in PostProduction and will not be reflected on the invoice.
Billing
Once all conditions are met, you can bill your projects either one by one by clicking the button at the end of each line
or collectively by pressing the button
at the top right of your interface.
You then get the following message:
The tool will generate invoices in Proforma status, which corresponds to a draft. To find your invoices, simply click on the link provided in the green box: Go to the list of Proforma invoices
By clicking the provided link, you are redirected to the billing module where you find all the freshly generated invoices. After checking, you can change the status of your invoices, download them as pdf, and send them yourself or via Emailing.
The red box indicates invoices that could not be generated. This may be due to anomalies (see the next point) or because the invoice for the concerned project has already been generated.
⠀
Detected anomalies
At the bottom of the page, you find the legend of the different icons that can help you understand your anomaly.
It may happen that the button
does not appear at the end of the line and the order status appears in red for several reasons:
You have already generated the invoice so an amount is already indicated in the Billed Turnover column, in this case the tool does not allow you to create a duplicate.
: There is no order linked to your delivery
In this case, you can click on your project > then in the delivery tab to correlate an order to the delivery(s).
If the order already exists but is not correlated, then go to the billing tab of your project then in the existing order in the General Information section: select your delivery in the dropdown list \"Deliveries / Purchases correlated\".
: There are several orders attached to the same delivery and the tool does not know which one to choose.
In this case, go to your project > billing tab and uncheck the delivery on the incorrect order. As a reminder, if you make several orders for the same project, you must then renew the existing deliveries and attach them to the last created order.
: There are several deliveries on the projects, some of which have a correlated order and others do not.
In this case, click the arrow to the right of your line
to open the project details and create an order or link the delivery to an existing order as seen in the previous points.