New/Edit Scheduled Billing
Use this window to add or edit scheduled billings to the service contract. This window will only be accessible before the billing is updated to A/R.
Fields |
Descriptions |
|---|---|
Scheduled date |
Enter a scheduled date for the billing
in this field. The software will verify that the entered date is not earlier
than the minimum service contract processing date, but will allow any later
date up to the last day of the fiscal calendar. The scheduled date may be
changed or left blank; however, it will not generate an A/R invoice until a
date has been assigned. You will be allowed to schedule multiple billings for the same date, as the software will create separate A/R invoices for each scheduled billing record when the Contract Billing Processing update is performed. |
Invoice remarks |
Enter any invoice remarks in this
optional-entry field. These remarks will show on the Scheduled billing list box
on the Billing tab of the New/Edit Contract window, the Contract Billing
Processing Pre-Update Register, and will be transferred to the Remarks field of
the A/R invoice. In a New window this field will default to 'Service Contract'. |
Billing amount |
This field is the amount of the current
billing. This field will allow you to enter a billing amount in excess of the
'Total contract amount', but a warning message will appear and you will be
disallowed from exiting the New/Edit Service Contract window until the
over-billing is resolved. Tip: By entering a
billing amount in excess of the current contract amount, it will be possible
to build the billing schedule from the detail billing level, and then set
the contract total from the sum of the detail entries using the Billings Exceed Contract
Total dialog box. |
Pre-update alert |
This optional-entry field can be used to add information on the Contract Billing Processing Pre-Update Register. |
Total contract amount |
The same 'Total contract amount' from the Billing tab will appear in this view-only field. |
Current scheduled balance, include this billing |
The current balance of scheduled billings will display in this field. If you edit the 'Billing amount' on the Properties tab, this figure will adjust automatically (provided a scheduled date within the contract range has been specified above). |
Reversal History |
This button will only appear if an invoice for this scheduled billing has already been reversed using Reverse Open Invoice Entry. Click this button to open the Contract Billing - Invoice Reversal History window. |
