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  • 1.  Chargebacks - Is there any way to bill based on specific task information?

    Posted May 17, 2018 03:07 PM

    We have set up chargebacks and need to bill one particular task to a different customer site from the rest of the project. (We have projects where we split charges for the entire project across multiple sites on a percentage basis, but this is different; this is task-specific.) Is there some way to flag a task in such a way that the chargeback rules would recognize it as unique and treat it differently?

     

    Thanks



  • 2.  Re: Chargebacks - Is there any way to bill based on specific task information?
    Best Answer

    Broadcom Employee
    Posted May 17, 2018 03:47 PM

    Hi Mark,


    I checked and it doesn't seem like this is possible. However, I did find the following communities post that provides some alternatives that may help in getting the desired outcome you are looking for through Charge Codes or a custom attribute: Here's the post: Can you chargeback specific tasks? 

     

    Regards,

    Kristin Schroer



  • 3.  Re: Chargebacks - Is there any way to bill based on specific task information?

    Posted May 18, 2018 09:02 AM
      |   view attached

    Jon,

     

    Thanks for the response.  Kristin Schroer also showed it to me, so we’ll take that approach.

     

    Regards,

     

    Mark

     

    Mark W. Casey, MBA, PMP, LSSGB, APMC

    IT Project Portfolio Manager, Americas Region

    IT-PMO Manager, Americas Region

    Office of the CIO

    Schenker, Inc.

    928 Quail Street

    Lakewood, Colorado  80215

    Tel 469-644-5834

    Mark.Casey@dbschenker.com (mailto:Mark.Casey@dbschenker.com)

    www.dbschenkerusa.com (http://www.dbschenkerusa.com)

    www.twitter.com/DBSchenkerUSA (http://www.twitter.com/DBSchenkerUSA)

     

     

     

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  • 4.  Re: Chargebacks - Is there any way to bill based on specific task information?

    Posted May 18, 2018 09:01 AM

    This was answered by Can you chargeback specific tasks? .  Thanks to Kristin Schroer and Jon Israel for bringing this to my attention.