System Change: CMMS Work Order Billing Method Enhancement

We’re excited to announce a platform-wide update to UtilizeCore. This release enhances the way Work Order (WO) billing methods are assigned when received from a Computerized Maintenance Management System (CMMS). The update ensures that billing logic follows a clear hierarchy for both Client Billing Default and Vendor Billing Default settings, improving accuracy and consistency.

What's Changing

This update addresses an issue where the platform was not applying the correct billing logic hierarchy for Client Billing Default and Vendor Billing Default settings. The new logic ensures that billing defaults are evaluated in a specific order when creating a Work Order from a CMMS.

Client Billing Default Logic Order

The system will now evaluate Client Billing Defaults in the following order:

1. Site-Specific

2. Client-Specific

3. Service-Default

4. Company Setting

Vendor Billing Default Logic Order

The system will now evaluate Vendor Billing Defaults in the following order:

1. Site-Specific

2. Client-Specific

3. Service-Default

4. Company Setting

Billing Methods Impacted

This change applies to the following billing methods:

• Per Service

• Per Event

• Per Task

• Time & Materials

• Equipment Task Time & Materials

What You Need to Do

To ensure a seamless transition, we recommend that you:

• Review your current billing method defaults for Site, Client, Service, and Company settings.

• Update any configurations as needed to align with the new billing logic hierarchy.

For assistance, please refer to our Support Portal or contact our support team at support@utilizecore.com.

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