Overview
When Sales Contracts are billed via the Recurring Billing routine, Billing records (and Sales Invoices) generated for the Sales Contract are displayed in the Contract Periodic Billings section for viewing or editing the Billing record produced in the Billing run. The record displayed represents each time the Sales Contract was billed with the Bill Run Date, Billing Amount, Billing Status and Sales Invoice (if generated). When viewing a record, all Recurring Charges included in the Bill run are displayed.
The record also allows for utilities to edit/maintain all the Charges within the Billing record as well as the capability to export details to CSV files.
Application
Displays all Recurring Billing records with the Bill Run Date, Billing Amount, Billing Status and Sales Invoice (if generated) for the Sales Contract.
Prerequisites
None
Navigation
Sales Contracts Maintenance (not in Edit mode)
Processing
- Click on the relevant Contract Periodic Billing record to view or edit the Billing record.
When viewing the Contract Periodic Billing record, the following records are displayed:
- Contract Periodic Billing Recurring Chrg: Details of the specific Recurring Charges included in this billing record.
- Contract Periodic Billing Change Audits: Auto-generated audit records of changes to key data related to the given billing detail are displayed under this section.
- Contract Periodic Billing Detail: All Billing Products, including Miscellaneous Charges are displayed here.
Fields
Sales Contract: The Sales Contract billed.
Recurring Charge Billing Frequency: The periodic recurring charge billing frequency as defined on the Sales Contract.
Billing Ending Date: The date through which the given billing cycle covers.
Billing Run As Of Date: The as-of date (or effective date) that the given billing cycle covers.
Sales Invoice: If Invoiced, the Sales Invoice generated from the given billing.
Internal Comment: Comments not intended to be printed on any document generated for Customer.
Service Customer: The Service Customer defined on the given Sales Contract.
Billing Starting Date: The beginning date for which the given billing cycle covers.
Periodic Billing Amount: The total billing amount for the given billing cycle.
Billing Status: The billing status of this particular billing. Values are:
- New
- Canceled
- Hold
- Rejected
- Approval in Process
- Approved
- Invoiced
If the Billing status is changed to 'Rejected', the field 'Last Recurring Bill Thru Date' in the associated Sales Contract is set to blank.
Recurring Charge Billing Frequency: The periodic recurring charge billing frequency as defined on the Sales Contract.
Billing Run Batch Header: The Billing Run Batch that the given billing is contained within.
External Comment: Comments intended to be printed on any document generated for the given billing record for Customer
SEE ALSO
Sales Contracts Overview
Sales Contracts - System setup and related modules
Sales Contract Creation and Management
Recurring Billing Overview
