Event Type To Billing

This guide explains how to test an event flow from setup through event creation, resources, observations, documents, inspection, charges, billing, and accounting review.

Use this flow for service visits, field work, inspections, maintenance events, billable activities, deliveries, training activities, or any operational activity that needs supporting evidence.

Workspace Reference

Workspace	How Users Reach It	What Users Usually Do There
Event Types	Events -> Setup -> Event Types	Configure event category, billable behavior, required evidence, resources, and accounting handoff.
Document Transaction Types	Events -> Setup -> Document Transaction Types	Configure structured documents used by events.
Events	Events -> Operations -> Events	Create events, add participants, resources, items, charges, observations, documents, inspections, and workflow actions.
Document Transactions	Events -> Operations -> Document Transactions	Review documents linked to events.
Inspections	Inspections -> Operations -> Inspection Records	Record evidence and outcomes where the event needs QC or compliance checks.
Billing	Billing -> Operations -> Invoices	Bill approved event charges where needed.
Accounting And Reporting	Accounting and Reporting workspaces	Review event charge posting, reports, and operational history.

Scenario

An organization performs a billable field service visit for a customer.

The team must:

• configure the event type
• create the event
• attach the customer, location, resource, and observations
• add charges
• attach or create supporting documents
• record inspection evidence if required
• approve or complete the event
• send approved charges to billing
• review invoice, payment, and accounting outcomes

End-To-End Flow

Step	Workspace	Business Meaning
1	Event Type Setup	Allowed event behavior is defined.
2	Event Creation	Activity header is captured.
3	Participants And Resources	People, customer, location, and capacity are connected.
4	Observations And Items	Measurements, notes, and operational lines are recorded.
5	Documents	Structured evidence is linked.
6	Inspections	QC or compliance results are captured where required.
7	Charges	Billable lines are reviewed and approved.
8	Billing	Invoice is created or reviewed from approved charges.
9	Accounting And Reports	Finance impact and operational reports are checked.

Key Steps And Fields

1. Configure Event Type

Open Events -> Setup -> Event Types.

Important setup fields:

Field	Meaning
Event Type Name	User-facing activity type.
Category Or Domain	Groups event behavior and reporting.
Billable Flag	Determines whether charges can be captured and billed.
Product Or Pricing Reference	Optional link to the commercial item or pricing behavior.
Charge Posting Rule	Accounting rule for direct event-charge posting where billable events use it.
Resource Requirements	Indicates whether the event expects resource or capacity booking.
Evidence Requirements	Indicates whether documents, observations, or inspections are expected.

2. Create Event

Open Events -> Operations -> Events.

Important event fields:

Field	Meaning
Event Type	Determines visible tabs, required data, and lifecycle behavior.
Event Date And Time	When the activity happens.
Party Or Customer	Person or organization involved.
Location	Where the activity occurs.
Business Unit	Team or branch responsible.
Status	Draft, submitted, approved, completed, cancelled, billed, or related lifecycle state.
Notes	Activity context, exception, or instruction.

3. Add Supporting Evidence

Use the event detail tabs to add:

• items or operational lines
• charges
• observations
• resources
• documents
• inspections
• workflow notes

Each tab should support the event purpose. Do not put structured quantities, charges, or inspection outcomes only in notes if the event type expects structured evidence.

4. Review Charges And Billing

For billable events, review charge quantity, unit price, discount, tax, approval, waiver, and submission status.

Approved charges can move into Billing. Billing remains the receivable workspace; Events records the activity and charge basis.

5. Review Accounting And Reports

Check invoice balance, payment allocation, charge posting, event status, and operational reports. Event completion and billing completion are related but not identical.

Pass Criteria For The Test Flow

The flow is complete when:

• event type controls required event behavior
• event captures party, date, location, status, and responsible unit
• supporting tabs show the right evidence
• inspection result is linked where required
• charges are approved before billing
• billing invoice traces back to the event or charge
• accounting and reports reflect approved financial activity

Common Problems

Problem	What To Check
Event type missing	Event type setup, active status, permissions, and service context.
Charge cannot be billed	Billable flag, pricing, approval status, charge posting rule, and billing setup.
Resource conflict exists	Resource status, booking window, capacity slot, and existing bookings.
Inspection is not linked	Inspected record type, event reference, and inspection template.
Invoice does not match event	Charge approval, billing handoff, invoice lines, and reference fields.

Related Guides

• Events Overview
• Events Setup
• Events Operations
• Document Transaction Operations
• Inspection Operations
• Billing Overview