The display of the billable/non-billable field for your organisation is controlled via the following custom setting. This can be updated by your Salesforce system administrator.

Path: Setup > Custom Settings > Skedulo Configs > Allow_Select_Billable_Job.

When a job is marked as non billable in the Schedule Job modal, the service details will be automatically deleted. And, no Service Details record will be sent to Lumary. 

The Cancel Job modal includes a Cancellation Reason and Notes field. A list of standard cancellation reasons can be added to the picklist, along with enabling the user option to manually set whether the cancellation is billable or non-billable.

Note: The Skedulo Job Cancellation Workflow needs to be activated. 

Group Events

The global custom setting: ‘Create_SD_For_NonAttending_Client’, can set to bill or not bill clients for not attending a completed group event session. This global setting determines billing for all client’s who do not attend a completed job.

• When set to True – All clients who did not attend a completed group event will be billed for non-attendance.
• When set to False – All clients who did not attend a completed group event will not be billed for non-attendance.

Skedulo Job Cancellation Workflow

Skedulo will call the Lumary API to create Service Delivered records under certain conditions, as following:

• The ‘Job Cancellation Workflow’ must be activated.
• If there are specific reasons why a Service Delivered record should not be created, add them to the Custom Setting: Not_Create_SD_On_Cancelled_Job_Reason.
• Lumary controls the cancellation time frame when an SD record will be created:
  • 2 business days – If the support is less than 8 hours or costs under $1000. 
  • 5 business days – If the support is over 8 hours and costs over $1000.
    Note: This is subject to change and should be confirmed with Lumary.
• Job Cancellation Logic applied when job is cancelled:
  • A Service Delivered record for each JSI (Client on a Job) will be created when a job is cancelled, and within the Cancellation Window (Cancel Job modal):
    • Cancellation Reason is not in the Cancellation Job Reason list, and 
    • The job is indicated as Billable.
  • A Service Delivered record will NOT be created when a job is cancelled, and within the Cancellation Window (Cancel Job modal):
    • Cancellation Reason is not in the Cancellation Job Reason list, and the job is indicated as Non Billable, or
    • Cancellation Reason is in the Cancellation Job Reason list, and the job is indicated as Billable.
• Group Event Attendee Cancellation:
  • If an Attendee is not attending a Group Event outside the scheduling window, they should be removed from the job by the scheduler.

Note: A service delivered record will not be created when a job is cancelled, regardless of the billable/non-billable option selected, if custom settings determine reason as non-billable.

Custom settings that define service delivered billing include:

Not_Create_SD_On_Cancelled_Job_Reason, is used to define billing options for cancellation reasons.

Create_SD_For_NonAttending_Client, a global custom setting that can be set to bill or not bill clients for not attending a completed group event session.

Billable Settings

Table: Billable custom settings

Setting	Description
Allow_Select_Billable_Job	If set to True a Billable/Non-billable field will be available for selection when creating a Job.  If Non Billable, a service delivered record will not be created. See also: Require_Job_Billing_Info.
Create_SD_For_NonAttending_Client	Controls whether a client is to be billed or not billed when the client is not cancelled from a GE job in salesforce and did not attend the GE job.true: to be billedfalse: not to be billed
Create_SD_On_Cancelled_Job	Call Lumary API to create Service Delivered records on Cancelled Jobs. Possible values:1) true – call the Api2) false – not to call the Api
Enable_Logger	Enable/Disable the custom debug log. The log is used to capture when an unexpected error happens in the back end for debugging purposes. Currently, the log is only used at Service Delivered creation when an error happens. The log is activated if Enable_Logger = true
SD_Creation_Trigger_By	The action to trigger SD creation. Set to one of the following values:1) JobCompletion2) JobAllocationApproval3) TimesheetApproval
Require_Job_Billing_Info	Setting to control the need for billing information when creating a job in the job booking and Group Event console.Possible values:True: always require service item data regardless of Billable Type.False: only require service item data if Billable Type is Billable.
Auto Populate Attendee fields	Populate some fields on Attendee: + Cancellation Date Time: populate when the attendee is cancelled from the Job Scheduling modal or from the Attendee form. + Billable Type: set to non billable when attendee is: not attended or cancelled.