PMBillingRule

PX.Objects.PMRelease 2025.2

A step of the billing rule that defines the calculation rules and other settings that depend on the step type. The records of this type are created and edited through the Billing Rules (PM207000) form (which corresponds to the BillingMaint graph).

Select a row for its description 37 of 37 fields

	Field Name	Type	Display Name	Foreign Key
	`AccountGroupID`Default Navigation	`int`	Account Group	PMAccountGroup
Description:The account group whose transactions are involved in this billing step. The value of this field corresponds to the value of the PMAccountGroup.groupID field.
	`AccountID`Default Navigation	`int`	Sales Account	Account
Description:The account to be used for billing. The value of this field corresponds to the value of the Account.accountID field.
	`AccountSource`	`char(1)`	Use Sales Account From	-
Description:The account to be used for billing of the billing rule.
	`AmountFormula`	`nvarchar`	Line Amount Formula	-
Description:The formula for calculating the amount of a line of the generated invoice.
	`BillingID`	`nvarchar(15)`		PMBilling
Description:The identifier of the billing rule to which this billing rule step belongs.
	`BranchSource`	`char(1)`	Use Destination Branch From	-
Description:The source branch to be used for billing. The field can have one of the values described in PMBillingType.ListAttribute.
	`BranchSourceBudget`Nonexistent in DB	`string`	Use Destination Branch From	-
Description:The account to be used for billing as a sales account of the billing rule. The field can have one of the values described in PMAccountSource.ListAttributeBudget.
	`CopyNotes`	`bit`	Copy Notes and Files	-
Description:A Boolean value that indicates (if set to true)that the notes and files are copied to the created invoice.
	`CreatedByID`Default Navigation	`uniqueidentifier`	Created By	Users
Description:No description available
	`CreatedByScreenID`	`char(8)`		-
Description:No description available
	`CreatedDateTime`	`datetime`	Created On	-
Description:No description available
	`Description`	`nvarchar(255)`	Description	-
Description:The description of the billing rule.
	`DescriptionFormula`	`nvarchar`	Line Description Formula	-
Description:The formula to be used to generate the description for a line of the generated invoice.
	`GroupByDate`	`bit`	Date	-
Description:/// A Boolean value that indicates (if set to true) that the transactions with the same date are groupped in a single line of the generated invoice.
	`GroupByEmployee`	`bit`	Employee	-
Description:A Boolean value that indicates (if set to true) that the transactions with the same employee are grouped in a single line of the generated invoice.
	`GroupByItem`	`bit`	Inventory ID	-
Description:A Boolean value that indicates (if set to true) that the transactions with the same inventory item are grouped in a single line of the generated invoice.
	`GroupByVendor`	`bit`	Vendor	-
Description:A Boolean value that indicates (if set to true) that the transactions with the same date are grouped in a single line of the generated invoice.
	`IncludeNonBillable`	`bit`	Include Non-Billable Transactions	-
Description:A Boolean value that indicates (if set to true) that the system will include non-billable transactions in the created invoice.
	`IncludeZeroAmount`Nonexistent in DB	`bool?`	Create Lines with Zero Amount and Quantity	-
Description:A Boolean value that indicates (if set to true) that the system will add a transaction in the created invoice even if the transaction has an amount of zero.
	`IncludeZeroAmountAndQty`	`bit`	Create Lines with Zero Amount and Quantity	-
Description:A Boolean value that indicates (if set to true) that the system will add a transaction in the created invoice even if the transaction has a zero quantity or a zero amount.
	`InvoiceFormula`	`nvarchar`	Invoice Description Formula	-
Description:The formula to be used to generate the description for the pro forma invoice that is created during billing.
	`InvoiceGroup`	`nvarchar(15)`	Invoice Group	-
Description:The identifier for grouping the invoices.
	`IsActive`	`bit`	Active	-
Description:A Boolean value that indicates (if set to true) that the rule is available for use in projects and project tasks.
	`LastModifiedByID`Default Navigation	`uniqueidentifier`	Last Modified By	Users
Description:No description available
	`LastModifiedByScreenID`	`char(8)`		-
Description:No description available
	`LastModifiedDateTime`	`datetime`	Last Modified On	-
Description:No description available
	`NoRateOption`	`nvarchar(1)`	If @Rate Is Not Defined	-
Description:The action to be performed if the rate value has not been defined.
	`NoteID`	`uniqueidentifier`		-
Description:No description available
	`QtyFormula`	`nvarchar`	Line Quantity Formula	-
Description:The formula for calculating the quantity of a line of the generated invoice.
	`RateTypeID`Default Navigation	`nvarchar(15)`	Rate Type	PMRateType
Description:The rate type used in the billing rule step. The value of this field corresponds to the value of the PMRateType.rateTypeID field.
	`StepID`	`int`	Step ID	-
Description:The identifier of the billing rule step.
	`SubID`Default Navigation	`int`	Sales Subaccount	Sub
Description:The subaccount to be used for billing. The value of this field corresponds to the value of the Sub.SubID field.
	`SubMask`	`nvarchar(30)`	Sales Subaccount Mask	-
Description:The sub mask of the billing rule.
	`SubMaskBudget`Nonexistent in DB	`string`	Sales Subaccount Mask	-
Description:The sub mask budget of the billing rule.
	`TargetBranchID`Default Navigation	`int`	Destination Branch	-
Description:The identifier of the target branch. The value of this field corresponds to the value of the Branch.branchID field.
	`Type`	`nvarchar(1)`	Billing Type	-
Description:The type of the billing rule step. The field can have one of the values described in PMBillingType.ListAttribute.
	`tstamp`	`timestamp`		-
Description:No description available