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Billing Schedules

Modules > Advanced recurring contract billing > Billing schedules > All billing schedules > [select a billing schedule]

Modules > Advanced recurring contract billing > Billing schedules > Active billing schedules > [select a billing schedule]

Modules > Accounts Receivable > All Customers > Advanced recurring contract billing > New > Billing schedule

Use this page to create, delete, or edit billing schedules. You can also review a list of all billing schedules.

When you select to view a billing schedule, a separate page showing the details of the billing schedule.

When you create a billing schedule, the default values for the billing schedule are determined by the billing group associated with the billing schedule. Also, other default values are set up on the Advanced Recurring Contract Billing Parameters page. You can change any of the default values as needed.

The top of the page allows you to apply a filter value so that you can see only the records that match the filter you enter.

Tip: When you select a billing schedule to view, the page opens in view mode and all options are read-only. Select Edit to make changes to the record.

Automatic Renewal

When Auto Renew is set to Yes and specify the Lines to add per renewal, the billing schedule will automatically renew after invoices have been created for all detail lines.

For example, a billing schedule has the following settings:

Auto Renew is set to Yes
Lines to add per renewal is set to 6
Frequency is Monthly

After an invoice for the last detail line has been created, the billing schedule is automatically renewed with six more lines, one line for each month.

Revenue Split

When you add an item that is a part of a revenue split, keep the following information in mind:

The Parent amount cannot be deferred.
The start date, end date, quantity, unit, site, and warehouse values for child items are based on the parent item.
You cannot change these values for the child items. Any changes must be made for the parent item.
The Pricing method is Flat and cannot be changed.
Child items can be added or removed.
Parent and child items must use the same item group.
Child items can have one of the following:
- Same Billing frequency and Billing intervals as the parent item.
- The Billing frequency set to One-time, which automatically sets the Billing intervals to 1.
For parent or child items that have a One-time billing frequency, after the invoice for the item, the status of the line remains Active.
- If the billing schedule is terminated before the start date of the line item, a refund in the full amount of the item is given.
- If the billing schedule is terminated after the end date of the line item, no refund is given.
The sum of the net amount of the child items is equal to the Parent amount.
When the allocation method is Zero amounts, both the sum of the child items and the Parent amount are zero (0).
Note: When the allocation method is Zero parent amount, the sum of the child items (non-zero) is not equal to the parent amount, which is zero (0). This allocation method is used for internal purposes, so that employees can see the child items, but the customer can only see the parent item.
If the MEA type for the sales order is single, the corresponding MERA transaction line is created when the parent and child lines are added.
When the allocation method for a revenue split is Equal amounts and the Parent amount is changed, the amounts for all child lines are recalculated.
For a revenue split that has the Allocation method set to Variable amount:
- The net amount of the parent item appears in the Parent amount column.
  This value can be edited. However, the unit price, net amount, and discount cannot be edited and show a zero (0) amount.
- The unit price for child items shows a zero (0) value.
  You can edit the unit price or net amount. When you edit one value, the other value is automatically updated.
For a revenue split that has the Allocation method set to Percentage:
- The net amount of the parent item appears in the Parent amount column.
  This value can be edited. However, the unit price, net amount, and discount cannot be edited and show a zero (0) amount.
- The net amount for child items is calculated as follows: Percentage * Parent amount.
For a revenue split that has the Allocation method set to Equal amount:
- The net amount of the parent item appears in the Parent amount column.
  This value can be edited. However, the unit price, net amount, and discount cannot be edited and show a zero (0) amount.
- The net amount of the child items is calculated by dividing the Parent amount equally among all child items.
- When child items are removed or added, the net amount and unit prices are recalculated so that all child lines have equal amounts.
- If the Parent amount cannot be divided perfectly equal, the net amount and unit price of the last child item may be slighter more or less than the other child items.
For a revenue split that has the Allocation method set to Zero amount:
- The unit price, net amount, and discount can be edited.
  The Parent amount cannot be edited and show a zero (0) amount.
- The quantity, unit, site, and warehouse values for child items are based on the parent item. You cannot change these values for the child items. Any changes must be made for the parent item.
- The unit price and net price for the child items cannot be edited and show a zero (0) amount.
For a revenue split that has the Allocation method set to Zero parent amount:
- For the parent item, the unit price, parent amount, and net amount are zero (0).
- In a billing schedule, the child lines appear as if they had been manually added and all values are updated based on the selected billing schedule group. These values can be edited.
  Also for child items, you can access the escalation and discount and advanced pricing options and also edit certain billing detail fields (quantity entered, unit price, discount, and net amount).
- In a sales order, the child lines have a discount and discount percentage of zero (0).
- The billing frequency for the parent and the child items can be changed, and each line can have a different frequency. However, the parent item is automatically updated to use the shortest frequency from its child lines. For example, for a revenue split has two child items that use the billing frequencies Monthly and Annually. The billing frequency of the parent item is updated to Monthly.

Revenue splitting can be automatically applied to items that are added or imported based on the Automatically create revenue split setting on the Multiple Element Revenue Allocation Parameters page for Multiple Element Revenue Allocation.

Note icon. Note: Auto renewal is not allowed for revenue split items.

Unbilled Revenue: Change in Quantity or Price

If after the unbilled revenue journal entry has been created, you need to change the quantity or unit price of an item, the unbilled revenue journal entry is reversed and it is recalculated with the new amount based on a recalculation date. For a deferral item, the recalculated date is also used for the deferral schedule.

When changing the quantity or unit price for a billing schedule line, the extended amount is updated and the following occurs:

For a line, you change the Quantity or Unit price.
When you are asked to confirm the action, select Yes.
A dialog appears, where you specify the Recalculation date, specify a Comment and select OK.
During processing, the original unbilled revenue journal entry is reversed, and a new unbilled revenue journal entry with the new amount is created.

Note icon. Note: The updated unit price or quantity is applied only to periods that have not yet been billed.

For items that use revenue splitting, all items that belong to the same MEA number are adjusted in the same way. The original unbilled revenue journal entry is reversed, and a new unbilled revenue journal entry with the new amount is created.

For the deferral schedule, only the periods after the recalculation date are adjusted.
You can review the audit trail on the Unbilled Revenue Journal Entry Audit page, Line details, Renewals tab.

View example.

A contract is set up as follows:

1-year contract with a total amount 1,200.00
Start date = January 1
Billing frequency = Monthly
Amount = 1,200.00

Invoices have been processed up until May. Also, the deferral schedule is recognized up until May. The unit price is updated, and the total extended amount is increased to 1,400.00. Changes are applied only to the periods that have not yet been invoiced. Review the following process.

Reverse the original journal entry, using the adjustment date as the transaction date:

Revenue OR Deferred Revenue		1200.00
	Unbilled Revenue		1200.00

Recreate the journal entry with new amounts, using the adjustment date as the transaction date:

Unbilled Revenue		1400.00
	Revenue OR Deferred Revenue		1400.00

The recalculation date is June 01. With the deferral schedule, the processing is as follows:

The deferral schedule is recognized until May: 1200.00 - 500.00 = 700.00. The price increase is 200.00. As a result, 900.00 is allocation to the remaining periods (June - December) for the deferral schedule.

Deferral start date	Deferral end date	Amount	Recognized
January 01	January 31	100.00
February 01	February 28	100.00
March 01	March 31	100.00
April 01	April 30	100.00
May 01	May 31	100.00
June 01	June 30	128.57
July 01	July 31	128.57
August 01	August 31	128.57
September 01	September 30	128.57
October 01	October 31	128.57
November 01	November 30	128.57
December 01	December 31	128.57

Creating a Billing Schedule

To create a billing schedule, follow these steps:

Select New.
Accept the default value for the Billing schedule group, or change it as needed.
The Billing schedule number is automatically entered.
Specify a Description for the billing schedule.
Select a Customer account.

When the customer account is selected, various boxes are updated with the settings for the customer. In particular, the Currency code is updated with the currency code of the customer. If necessary, you can change the Currency code.

Select the Invoice account number.
The default bill-to address and payment information are based on the settings of the invoice account.
Select the Billing frequency and Billing interval.
Select the Start date and specify the Number of periods.

The End date automatically updates based on the number of periods specified.

Complete other optional settings for the billing schedule header. The following options can be useful:
- If the contact for the billing schedule is different from the selected customer account, select the Contact.
- Associate the actual End user account to a billing schedule. This end user value can be useful for the item group functionality.
  For information on the end user accounts, review the End Users page description.
- To track partner commission information, specify the Partner account and Partner commission rate. These values are for informational purposes only, and do not affect the calculations for the billing schedule.
- For project management, specify a Project ID.
- For a billing schedule to automatically renew after the final billing period, set Auto Renew to Yes and specify the Lines to add per renewal.
- For the amount of a billing schedule to be prorated, set Prorate partial periods to Yes.
- To align the billing schedule detail lines to the end of a month, set Align to month to Yes.
- To allow for separate invoices to be created, set Invoice separately to Yes.
- Select the contract start and end dates. These dates are for information only and are not used in any processing.
- Select a Milestone template for the Milestone billing functionality.
In the Address FastTab, if needed change the delivery and bill-to address and the payment method.
In the Billing schedule lines, some of the values are rolled down from the header settings of the billing schedule. You can change the values for each line as needed:
1. Select Add.
2. Select the Item number.
  If the item you add is a parent item in a revenue split, the lines are automatically updated with the child items. You can only edit the parent item in a revenue split, and all child items are updated accordingly.
3. Select the Item type.
4. Edit the start and end dates as needed.
5. Select the Unit of measure for the item and the Pricing method.
6. Specify the Unit price.
7. If needed, review the tabs of the Line Details FastTab and make changes as needed.
Select Save.

Delete a Billing Schedule

To delete a billing schedule, follow these steps:

Select Delete.
When you are asked to confirm the action, select Yes.

Archive a Billing Schedule

To archive a billing schedule, follow these steps:

Select a billing schedule or a billing schedule line:
- From the All/Active Billing Schedules list, select a billing schedule, and select Archive.
- When you are in the Billing Schedules page reviewing a specific billing schedule, select Archive.
When you are asked to confirm that you want to archive the billing schedule, select Yes.

To be able to archive a billing schedule, all lines within the billing schedule and the billing schedule itself must have a status of Terminated.

Caution: Archiving a billing schedule is a permanent action and cannot be reversed.

Tip: To archive several billing schedules simultaneously, use the Mass Archive Process page.

Remove Termination from Billing Schedule

To remove a termination from a billing schedule, follow these steps:

In the list of all billing schedules, select the Schedule number of the billing schedule from which you want to remove a termination.
Select Remove Termination.
When you are asked to confirm the action, select Yes.

You can perform these other actions on the billing schedule:

Apply Escalation or Discount
Copy Schedule
After the copy process is finished, the new billing schedule appears in this page
Hold a Schedule and Remove Hold
Terminate a Billing Schedule or Line and Remove Termination
View the Invoice Creator Preview
Apply the Revenue Allocation

Adding a Line Item

To add an item to a billing schedule, follow these steps:

In the list of all billing schedules, select the Schedule number of the billing schedule that you want to edit.
In the Billing Schedule Lines FastTab, select Add line.
Select the Item number, Variant number, and change any other values on the line as needed.
To add a revenue split item, see Add or Remove Item for Revenue Splitting.
In the Line Details FastTab, select the Product tab, and select the Site for the item.
If needed, go to the Line Details FastTab and edit the details in the Address tab as needed:
1. Change the Delivery Address and Bill To Address.

For each item you add to the billing schedule, accept the default values and make no changes, or change the delivery or bill-to addresses as needed. The delivery address can be different from the bill-to address, and you can select only from the addresses that have been set up for the customer.

Make any other changes as needed.
Repeat these steps to add more items.

Tip: To add several items to a billing schedule in a single action, select Add from items list. After the items are in the billing schedule, you can edit each item line as needed.

Select Save.

Removing a Line Item

To remove an item from a billing schedule, follow these steps:

In the list of all billing schedules, select the Schedule number of the billing schedule that you want to edit.
In the Billing Schedule Lines FastTab, select the line you want to delete, and select Remove.
Select Save.

Add or Remove Item for Revenue Splitting

Before a revenue split item can be added, the item must already be set up to be used revenue splitting. For more information on a general workflow for using the revenue split functionality, see Revenue Split Workflow.

To add or remove a item for revenue splitting, follow these steps:

In the list of all billing schedules, select the Schedule number of the billing schedule that you want to edit.
In the Billing Schedule Lines FastTab, select Add line, and select a parent item, and on the line select the Revenue split check box.
If a revenue split template is already set up, the lines are updated with the parent item and all child items.
To add more child item:
1. Select the parent item, and select Add revenue split child.
2. Select the item you want to add and select OK.
To remove a child item, do the following:
1. Select the line and select Remove.
  Tip: If you want to remove all items in a single action, removing the parent item removes all items in the revenue split.
2. When you are asked to confirm the action, select Yes.

Remove Termination from a Line

To remove a termination from a billing schedule line, follow these steps:

For the billing schedule, in the Billing Schedule Lines FastTab, select the line from which you want to remove the termination.
Select Remove Termination.
When you are asked to confirm the action, select Yes.

You can perform these other actions on the billing schedule line:

Terminate a Billing Schedule or Line
Hold a Schedule or Remove Hold
Apply Escalation or Discount
Specify Deferral Accounts for lines that have deferral items
Edit Milestone Allocation for lines that use the milestone functionality
Edit Support/Renewal Information for lines that use the support and renewal functionality
Setting Up Pricing Options
Mass Create Unbilled Journal Entry for selected lines
To create the unbilled revenue journal entry for multiple billing schedules, see Unbilled Revenue Mass Processing.

Billing Schedule List

The billing schedules list contains the following fields:

Fields	Description
Schedule number	Displays the number for the billing schedule.
Description	Displays a description of the billing schedule.
Customer account	Displays the customer account ID or number.
Customer name	Displays the customer name.
End user account	Displays the end user account ID or number.
End user name	Displays the end user name.
Billing start date	Displays the billing start date.
Billing end date	Displays the billing end date. If needed, you can change the end date.
Schedule status	Displays the billing schedule status: Active: The billing schedule is active. Newly created billing schedules are automatically active. Billing schedules with this status can be modified and invoices can be created for them on the Invoice Creator. On Hold: The billing schedule is on hold. Billing schedules with this status cannot be edited. Also, invoices cannot be created for them. For more information, see Place Hold. Last Billing: The billing schedule has been terminated and has one final billing period remaining. Billing schedules with this status are active until the last invoice has been created. For more information, see Terminate Schedule Lines. Terminated: The billing schedule has been terminated. Billing schedules with this status cannot be edited, but can be archived. Invoices cannot be created for terminated billing schedules. For more information, see Terminate Schedule Lines. Archived: The billing schedule has been archived. For more information, see Mass Archive Process.

Billing Schedule Header

The billing schedule header contains the following fields:

Fields

Description

Billing schedule group

Select the billing schedule group to associate with the billing schedule.

Any default values from the billing schedule group are automatically applied to the billing schedule.

Billing schedule groups are created on the Billing Schedule Group page.

Billing schedule number

Automatically updates with the next schedule number when you create a billing schedule.

Description

Specify a description for the billing schedule.

Order Account Info

Customer account

Select the customer account number to associate with the billing schedule.

Customer name

Displays the customer name.

Invoice Account Info

Invoice account

Select the account used for processing the invoice. The default value is based on the customer account selected.

For information on how the invoice account affects sales orders, free text invoices, and billing schedules, see Common Invoice Account for Different Customers: Example.

Invoice address

Select whether the bill to address for the for the Address FastTab.

Invoice account: Updates the Bill to address information with the address of the specified Invoice account.
Order account: Updates the Bill to address information with the address of the specified Customer account from the Order Account Info area.

Customer reference

Specify reference text for the billing schedule.

This box is also available in the Line Details.

Customer requisition

Specify requisition text for the billing schedule. The customer requisition is a standard Microsoft Dynamics 365 for Finance and Operations feature.

This box is also available in the Line Details.

Currency code

Displays the currency for the billing schedule. This value is automatically updated based on the currency of the customer.

End user account

Select the end user account to associate with the billing schedule.

The Unique schedule type option on the Advanced Recurring Contract Billing Parameters page determines which end users accounts are available to be selected.

When the option is None or Customer, any end user account can be selected.
When the option is End user, only the end user accounts that are attached to the customer can be selected. These relationships are created on the End User page.

End user name

Displays the end user name.

Contact Info

Contact

Select the contact name for the billing schedule.

The contact information is applied to the sales orders that are created from the Invoice Creator.

When the billing schedule Contact is empty, the Email and Internet address are automatically updated based on the primary contact information of the selected Customer account.

To view the primary contact information for the customer, view the Contact information FastTab of the Customerpage. For more information about this page, see the Microsoft Dynamics 365 for Finance and Operations documentation.

When the billing schedule Contact has a value, the Email and Internet address are automatically updated based on the contact person's information.

To view the details for a contact, go to the Contactspage for the selected customer. You can access the page by viewing the Customerpage and selecting Accounts > Contacts > View Contacts. For more information, see the Microsoft Dynamics 365 for Finance and Operations documentation.

Displays the email address for the selected contact customer or billing schedule contact..

Internet address

Displays the Internet address for the selected contact customer or billing schedule contact.

Partner account

Select the partner account to associate with the billing schedule. This value does not affect the calculations for the billing schedule. For information purposes only.

Partner name

Displays the partner name. This value does not affect the calculations for the billing schedule. For information purposes only.

Partner commission rate

Specify the commission rate for the partner. This value does not affect the calculations for the billing schedule. For information purposes only.

Schedule status

Displays the billing schedule status:

Active: The billing schedule is active. Newly created billing schedules are automatically active. Billing schedules with this status can be modified and invoices can be created for them on the Invoice Creator.
On Hold: The billing schedule is on hold. Billing schedules with this status cannot be edited. Also, invoices cannot be created for them. For more information, see Place Hold.
Last Billing: The billing schedule has been terminated and has one final billing period remaining. Billing schedules with this status are active until the last invoice has been created. For more information, see Terminate Schedule Lines.
Terminated: The billing schedule has been terminated. Billing schedules with this status cannot be edited, but can be archived. Invoices cannot be created for terminated billing schedules. For more information, see Terminate Schedule Lines.
Archived: The billing schedule has been archived. For more information, see Mass Archive Process.

Billing frequency

Select the default billing schedule frequency (for example, Daily, Weekly, Monthly, Annually, etc.).

The default value is set on the Parameters page.

Billing interval

Specify the number of intervals for the billing schedule.

Start date

Specify the start date of the billing schedule, which is used for the annual accumulation logic.

This date rolls down to lines where the deferral start date is greater than the billing start date on the header and also the lines are not billed yet.

When the billing frequency is set to One-time, the date is not rolled down to the line items.

Number of periods

Specify the number of periods for the billing schedule. This value is used when calculating the end date for the billing schedule.

End date

Displays the end date for the billing schedule. The billing end date is used for the annual accumulation logic. The end date is automatically calculated based on the billing start date, billing frequency, and the number of periods.

This date rolls down to lines where the billing schedule end date is not specified. When the billing schedule line has a specified date that is earlier than the billing end date in header, no changes occur to the line.

When the billing frequency is set to One-time, the date is not rolled down to the line items.

If you leave the number of billing periods empty or zero, you can specify an end date. The billing end date cannot be earlier than the billing start date.

Auto renew

Select whether to automatically renew a recurring contract billing schedule for the next billing period:

Yes: Automatically renews the recurring contract billing schedule for the next billing period.
No: Does not renew the recurring contract billing schedule for the next billing period.

Invoice transaction type

Select the invoice transaction type you want to process.

Lines to add per renewal

Specify the number of lines to add to a billing schedule that is being renewed. Available when Auto renew is Yes.

Prorate partial periods

Select whether to prorate the partial billing periods:

Yes: Calculates partial amounts for first or last periods that are not full billing periods. The amounts for partial billing periods is a fraction of the full billing period amount.
No: Does not calculate partial amounts when the first or last periods are not full billing periods. Partial billing periods are charged the same amount as full billing periods.

The default value is set on the Parameters page. When this option is modified, the modification can be updated for all lines.

For more information on proration, see Proation Method: Examples.

Align to month

Select whether to align the billing schedule line to the end of a month when a billing schedule is created or updated:

Yes: Aligns the billing schedule lines to the end of a month.
For example, a billing cycle for a line starts on April 15. The billing frequency is monthly. When this option is set to Yes, the dates of the first billing cycle are April 15 to April 30. Then each subsequent billing cycle for the line starts on the 1st of the month and ends on the last day of the month.
No: Aligns the billing schedule lines to the same date of a month of when the billing schedule is created.
If you want to use the alignment functionality on the Support and Renewal Process page, set this option to No.
For example, a billing cycle for a line starts on April 15. When this option is set to No, the dates of the first billing cycle are April 15 to May 14. Each subsequent billing cycle starts on the 15th of the month and ends on the 14th of the month.

Note icon. Note: When this option is set to No and the start date of the billing cycle is near the end of a month, the way the alignment start and end dates are determined do not follow the standard functionality. For details, review the following examples.

When the billing start date is the 28 of the month, each billing period starts on the 28 of the month and ends on the 27 of the following month. In this situation, the standard functionality works as expected. View billing periods.

Billing Dates Table
Billing Start Date is 28 of the Month
Start Date	End Date
January 28	February 27
February 28	March 27
March 28	April 27
April 28	May 27
May 28	June 27
June 28	July 27
July 28	August 27
August 28	September 27
September 28	October 27
October 28	November 27
November 28	December 27
December 28	January 27

When the billing start date is the 29 of the month, each billing period starts on the 29 of the month and ends on the 28 of the following month. In this situation, the standard functionality works as expected for all months except February. View billing periods.

Billing Date Exceptions Table
Billing Start Date is 29 of the Month (Leap Year)		\|	Billing Start Date is 29 of the Month (No Leap Year)
Start Date	End Date	\|	Start Date	End Date
January 29	February 28	\|	January 29	February 28
February 29	March 28	\|	March 01	March 28
March 29	April 28	\|	March 29	April 28
April 29	May 28	\|	April 29	May 28
May 29	June 28	\|	May 29	June 28
June 29	July 28	\|	June 29	July 28
July 29	August 28	\|	July 29	August 28
August 29	September 28	\|	August 29	September 28
September 29	October 28	\|	September 29	October 28
October 29	November 28	\|	October 29	November 28
November 29	December 28	\|	November 29	December 28
December 29	January 28	\|	December 29	January 28

When the billing start date is the 30 of the month, each billing period starts on the 30 of the month and ends on the 29 of the following month. In this situation, the standard functionality works as expected for all months except February. View billing periods.

Billing Date Exceptions Table
Billing Start Date is 30 of the Month (Leap Year)		\|	Billing Start Date is 30 of the Month (No Leap Year)
Start Date	End Date	\|	Start Date	End Date
January 30	February 29	\|	January 30	February 28
March 01	March 29	\|	March 01	March 29
March 30	April 29	\|	March 30	April 29
April 30	May 29	\|	April 30	May 29
May 30	June 29	\|	May 30	June 29
June 30	July 29	\|	June 30	July 29
July 30	August 29	\|	July 30	August 29
August 30	September 29	\|	August 30	September 29
September 30	October 29	\|	September 30	October 29
October 30	November 29	\|	October 30	November 29
November 30	December 29	\|	November 30	December 29
December 30	January 29	\|	December 30	January 29

When the billing start date is the 31 of the month, each billing period ends on the 30 of the following month. The start date of a billing cycles depend on whether the end date of the previous billing cycle is the last date of the month. View billing periods.

Billing Date Exceptions Table
Billing Start Date is 31 of the Month (Leap Year)		\|	Billing Start Date is 31 of the Month (No Leap Year)
Start Date	End Date	\|	Start Date	End Date
January 31	February 29	\|	January 31	February 28
March 01	March 30	\|	March 01	March 30
March 31	April 30	\|	March 31	April 30
May 01	May 30	\|	May 01	May 30
May 31	June 30	\|	May 31	June 30
July 1	July 30	\|	July 1	July 30
July 31	August 30	\|	July 31	August 30
August 31	September 30	\|	August 31	September 30
October 01	October 30	\|	October 01	October 30
October 31	November 30	\|	October 31	November 30
December 01	December 30	\|	December 01	December 30
December 31	January 30	\|	December 31	January 30

The default value is set on the Parameters page.

Invoice separately

Select whether separate invoices are based on the customer:

Yes: Allows you to create a combination of consolidated invoices and separate invoices for the same customer. When this value is Yes, the option is available on the Billing Schedule Lines.

For example, a customer have five contracts. Three of the contracts are to be consolidated on a single invoice, and the other two contracts each require separate invoices.

No: All invoices for a customer are consolidated. When this value is No, the option is hidden from the Billing Schedule Lines.

Termination date

Displays the date on which a billing schedule is terminated.

Termination type

Displays the termination type:

Bill Remaining: Adds any remaining amounts in the billing schedule to the termination period, changes the status of the schedule to Last Billing, and updates the deferral end date for an associated deferral schedule.
When the billing start date is after the termination date, the total amount of all remaining billing periods is added to the billing period and the remaining billing periods are remove.
Adjust schedule: Cuts off the billing schedule at the termination date, changes the status of the schedule to Last Billing, and adjusts the associated deferral schedule by reversing the amount that no longer must be recognized.
When the billing start date is after the termination date, the remaining billing periods are removed.
No adjustment: Terminates the billing schedule as of the termination date specified. No adjustments to the billing schedule are made.
When selected, Credit option is set to No credit and Prorate daily is set to No. Both options become read-only and cannot be changed.

The default value is set on the Parameters page.

Contract start date

Select the contract start date. Optional.
This date does not affect the functionality of the billing schedules. For information purposes only.

Contract completion date

Select the date on which the contract is completed. Optional.
This date does not affect the functionality of the billing schedules. For information purposes only.

Milestone template

Select the milestone template that you want to use. The template determines how the price of a milestone item is allocated.

Project ID

Select the project ID that you want to attach to the billing schedule. The project IDs that are available are based on the selected customer.

After the billing schedule is saved or billing schedule lines have been added, this value becomes read-only and cannot be changed.

Billing Schedule Total

This FastTab shows the total amounts for the billing schedule. These amounts can also be viewed on the Unbilled Revenue Reconciliation Report. This FastTab shows the following totals.

Total Contract Amount
Total Invoiced Amount
Unbilled Revenue Balance
Original Deferral Amount
Deferral Recognized Amount
Deferral Remaining Amount

If the billing schedule does not have any corresponding deferral schedules, the deferral amounts are empty.

Address

This FastTab shows the delivery and bill-to address for the billing schedule. When you change the address, you can roll down the address to the Line Details for an item.

Field	Description
Delivery Address	Select the delivery address for the line item. The default delivery address is the primary delivery address for the customer regardless of purpose. When the sales order is created, the delivery address in the sales order header uses this address. If needed, you can change this address to any customer address. Customer address are a standard Microsoft Dynamics 365 for Finance and Operations feature and are set up on the customer record. When you change the address, you can select the following address options: Addresses: Select any address available for the current customer. In use: Select any address that is currently used for the current customer. Other address: Select any address in the system for any customer record. For items that use revenue splitting, only the address for the parent item can be edited. The address for the child items(s) is the same as the parent and cannot be edited separately.
Bill to Address	Select the bill-to address for the line item. The default value of the bill-to address is based on the invoice account selected in the header and the purpose of the address. If none of the addresses have a purpose of Invoice, the default bill-to address is the primary address for the customer regardless of the purpose. If one or more of the addresses have a purpose of Invoice, the default bill-to address is the address that was entered most recently. If one or more of the addresses have a purpose of Invoice and one of the invoice addresses is set as the primary address, the default bill-to address is the address that has the purpose of invoice and primary. If needed, you can change this address to any customer address. Customer address is a standard Microsoft Dynamics 365 for Finance and Operations feature and is set up on the customer record. For items that use revenue splitting, only the address for the parent item can be edited. The address for the child items(s) is the same as the parent and cannot be edited separately.
Payment	Displays the customer payment information. The default values are from the customer record and can be changed as needed. Terms of payment Method of payment Payment schedule When a line item is on hold or terminated, the payment information cannot be changed. Note: When consolidating invoices by item, the values for payment terms, method, and schedule are considered and must match for the invoices to be consolidated.

Hold Lines

The hold lines shows a history of the holds that were applied to or removed from the billing schedule. The following columns appear on the line grid:

Hold date
User applied
Removal date
Resume date
Deferral date (only if Advanced Revenue & Expense Deferrals is used)
User removed

Termination Lines

The termination lines shows a history of the terminations that were applied or removed to the billing schedule. The following columns appear on the line grid:

Termination date
User
Removal date
Removal user
Reason code
Reason description
Notes

Header Buttons

The header contains the following buttons:

Button	Description
Save	Save Saves the record and any changes to the page. When a line is created or updated and then saved, the billing detail lines are automatically created.
Edit	Changes the mode of the page from view mode to edit mode. All options on the page can be modified.
New	Creates a billing schedule.
Delete	Deletes a billing schedule.
Escalation and discount
Select an action:
Escalation and discount	Opens the Escalation and Discount dialog page.
Billing schedule
Select an action:
Copy Schedule	Opens the Copy Schedule dialog page, where you can copy the currently displayed billing schedule.
Archive	Archives the selected billing schedule. Select Archived to archive the billing schedule.To be able to archive a billing schedule, all lines within the billing schedule and the billing schedule itself must have a status of Terminated.
Hold
Select an action:
Place Hold	Opens the Place Hold dialog, where you specify the details of putting a billing schedule on hold.
Remove hold	Opens the Remove Hold dialog, where you can remove a hold on a billing schedule.
Termination
Select an action:
Terminate	Opens the Terminate Schedule Lines dialog.
Remove termination	Opens the a page dialog where you confirm whether you want to remove the termination.
Invoice preview
Select an action:
Invoice preview	Opens the Invoice Preview dialog.
Revenue allocation
Select an action:
Revenue allocation	Opens the Revenue Allocation page. Revenue allocation can be set up and edited only at the time the billing schedule is created and is available when more than one item is in the Billing Schedule Lines.
Unbilled revenue processing
Select an action:
Create unbilled revenue journal entry	Opens the Unbilled Revenue Mass Processing page. This action is not available for existing billing schedules or for billing schedule lines in which the invoice has already been created.
Alignment date
Select an action:
Alignment date	Opens a dialog where you can specify the Item group and the Alignment date for support and renewal.
Invoice Creator
Select an action:
Invoice creator	Creates the invoices for the current billing schedule only (without having to open the Invoice Creator page separately).

Billing Schedule Lines

In the billing schedule lines, you can add items to or remove items from the billing schedule. You can also perform various actions (such as terminate or place hold) to the billing schedule at the line level. All fields have a default value based on the Billing Schedule Header values or the Property Lease Management setup. You can change the values as needed.

Note icon. Note: If a line that uses the unbilled revenue feature has more than one renewal term, the entire line cannot be edited as a precaution to prevent accidental date changes that could result in overlapping renewal terms.

The line grid has the following fields:

Fields

Description

Variant number

Select the variant number available for the selected Item number. After the variant number is selected, the color configuration, size, and style values are automatically updated.

The default value for revenue split items is selected on the Revenue Split Template. You can change the values as needed.

Note icon. Note: The variant number cannot be selected for items that are milestone items.

Item number

Select the item number.

Product name

Displays the product name.

Item type

Select the item type: Standard, Usage, or Milestone.

Start date

Displays the billing start date.

For lines created from the Support and Renewal Process, changing this date recalculates the billing end date.

This value can only be edited by using the Billing Schedule Lines data entity (BssiArcbBillingScheduleLineEntity).

End date

Displays the billing end date.

Attachments

Displays the number of attachments for the line.

Alignment date

Displays the alignment date.

Icon

Displays an icon to indicate that the item is a parent () or child () item in a revenue split.

Deferred

Indicates whether the item is a deferral item (selected) or not (cleared).

Unbilled Revenue

Indicates whether the item uses the unbilled revenue feature (selected) or not (cleared).

Billing Frequency

Displays the billing frequency. Before invoices are created, the billing frequency can be changed. After the first invoice for the billing schedule is created, the billing frequency cannot be edited.

If you use the Calculate Unit Price functionality and need to change the billing frequency, the best practice is to terminate the existing line, and then create a line with the new frequency.

This value can only be edited by using the Billing Schedule Lines data entity (BssiArcbBillingScheduleLineEntity).

Billing interval

Displays the billing interval.

Quantity

Specify the quantity of the line item.

Unit

Displays the unit for the item.

Pricing method

Select the default pricing method for items in a billing schedule:

Standard: Calculates the unit price based on the total quantity entered and is based on the existing Microsoft Dynamics 365 for Finance and Operations functionality.
Flat: Applies a flat price to the original item price.
Tier: Calculates unit price using fixed quantity at different pricing brackets. Each tier must be filled before moving to the next pricing tier bracket. For more information, see Pricing Methods.
Flat Tier: Calculates unit price using fixed quantity and extended price amounts for different pricing brackets. The price that is charged in a billing period uses the extended price that corresponds to the tier where the billing quantity exists. For more information, see Pricing Methods.

Unit price

Displays the unit for the item.

For Standard type items, this value can be edited.

For items that use the standard pricing method and have a trade agreement, the price is the Amount in transaction value from the trade agreement.

For items that use the standard pricing method, but do not have a trade agreement, the unit price is the price from the Base Sales Price on the Release Product Details.

Note icon. Note: When terminating Usage type items that have a unit price of zero (0), credit memos are not created.

Parent amount

Displays the parent amount.

Net amount

Displays the net amount for the item.

The calculated net amount is based on the depending on the pricing method used and whether a trade agreement exists.

Revenue split

Indicates whether an item uses the revenue split feature:

Selected: Only items that have a revenue split template set up can be selected in Item relation.
You can select this check box only for parent items of a revenue split template.
Cleared: Indicates that the item is a standard item that does not use revenue split.

When a parent item for a revenue split is added, the child items automatically appear in the lines below the parent.

Prorate partial periods

Select whether to prorate the partial billing periods:

Yes: Calculates partial amounts for first or last periods that are not full billing periods. The amounts for partial billing periods is a fraction of the full billing period amount.
No: Does not calculate partial amounts when the first or last periods are not full billing periods. Partial billing periods are charged the same amount as full billing periods.

The default value is set from the header.

For items that use revenue splitting, this option can be selected only for the parent line.

For more information on proration, see Proation Method: Examples.

Align to month

Select whether to align the billing schedule line to the end of a month when a billing schedule is created or updated:

Yes: Aligns the billing schedule lines to the end of a month.
For example, a billing cycle for a line starts on April 15. The billing frequency is monthly. When this option is set to Yes, the dates of the first billing cycle are April 15 to April 30. Then each subsequent billing cycle for the line starts on the 1st of the month and ends on the last day of the month.
No: Aligns the billing schedule lines to the same date of a month of when the billing schedule is created.
If you want to use the alignment functionality on the Support and Renewal Process page, set this option to No.
For example, a billing cycle for a line starts on April 15. When this option is set to No, the dates of the first billing cycle are April 15 to May 14. Each subsequent billing cycle starts on the 15th of the month and ends on the 14th of the month.

When the billing start date is the 28 of the month, each billing period starts on the 28 of the month and ends on the 27 of the following month. In this situation, the standard functionality works as expected. View billing periods.

Billing Dates Table
Billing Start Date is 28 of the Month
Start Date	End Date
January 28	February 27
February 28	March 27
March 28	April 27
April 28	May 27
May 28	June 27
June 28	July 27
July 28	August 27
August 28	September 27
September 28	October 27
October 28	November 27
November 28	December 27
December 28	January 27

When the billing start date is the 29 of the month, each billing period starts on the 29 of the month and ends on the 28 of the following month. In this situation, the standard functionality works as expected for all months except February. View billing periods.

Billing Date Exceptions Table
Billing Start Date is 29 of the Month (Leap Year)		\|	Billing Start Date is 29 of the Month (No Leap Year)
Start Date	End Date	\|	Start Date	End Date
January 29	February 28	\|	January 29	February 28
February 29	March 28	\|	March 01	March 28
March 29	April 28	\|	March 29	April 28
April 29	May 28	\|	April 29	May 28
May 29	June 28	\|	May 29	June 28
June 29	July 28	\|	June 29	July 28
July 29	August 28	\|	July 29	August 28
August 29	September 28	\|	August 29	September 28
September 29	October 28	\|	September 29	October 28
October 29	November 28	\|	October 29	November 28
November 29	December 28	\|	November 29	December 28
December 29	January 28	\|	December 29	January 28

When the billing start date is the 30 of the month, each billing period starts on the 30 of the month and ends on the 29 of the following month. In this situation, the standard functionality works as expected for all months except February. View billing periods.

Billing Date Exceptions Table
Billing Start Date is 30 of the Month (Leap Year)		\|	Billing Start Date is 30 of the Month (No Leap Year)
Start Date	End Date	\|	Start Date	End Date
January 30	February 29	\|	January 30	February 28
March 01	March 29	\|	March 01	March 29
March 30	April 29	\|	March 30	April 29
April 30	May 29	\|	April 30	May 29
May 30	June 29	\|	May 30	June 29
June 30	July 29	\|	June 30	July 29
July 30	August 29	\|	July 30	August 29
August 30	September 29	\|	August 30	September 29
September 30	October 29	\|	September 30	October 29
October 30	November 29	\|	October 30	November 29
November 30	December 29	\|	November 30	December 29
December 30	January 29	\|	December 30	January 29

When the billing start date is the 31 of the month, each billing period ends on the 30 of the following month. The start date of a billing cycles depend on whether the end date of the previous billing cycle is the last date of the month. View billing periods.

Billing Date Exceptions Table
Billing Start Date is 31 of the Month (Leap Year)		\|	Billing Start Date is 31 of the Month (No Leap Year)
Start Date	End Date	\|	Start Date	End Date
January 31	February 29	\|	January 31	February 28
March 01	March 30	\|	March 01	March 30
March 31	April 30	\|	March 31	April 30
May 01	May 30	\|	May 01	May 30
May 31	June 30	\|	May 31	June 30
July 1	July 30	\|	July 1	July 30
July 31	August 30	\|	July 31	August 30
August 31	September 30	\|	August 31	September 30
October 01	October 30	\|	October 01	October 30
October 31	November 30	\|	October 31	November 30
December 01	December 30	\|	December 01	December 30
December 31	January 30	\|	December 31	January 30

The default value is set from the header.

For items that use revenue splitting, this option can be selected only for the parent line.

Invoice separately

Select whether a separate invoice for the item is created:

Yes: Always creates a separate invoice for the item.
No: Creates a consolidated invoice for the item based on standard Property Lease Management functionality.

This option appears if the Invoice Separately option is set to Yes in the Billing Schedule Header.

Status

Displays the billing schedule line status:

Active: The billing schedule line is active. Newly added lines are automatically active. Lines with this status can be modified and invoices can be created for them on the Invoice Creator.
On Hold: The billing schedule line is on hold. Lines with this status cannot be edited. Also, invoices cannot be created for them. For more information, see Place Hold.
Last Billing: The billing schedule line has been terminated and has one final billing period remaining. Lines with this status are active until the last invoice has been created. For more information, see Terminate Schedule Lines.
Terminated: The billing schedule line has been terminated. Lines with this status cannot be edited. Invoices cannot be created for terminated lines. For more information, see Terminate Schedule Lines.

Original sales order

Specify the original sales order number for the billing schedule line.

Use this value to apply custom sales order number for the billing schedule line. When the invoice is created for the initial billing period, this original sales order number is used. For any subsequent invoices for the line, the standard functionality to generate sales order numbers is used.

When using the invoice consolidation options, the same original sales order number must be used for all affected lines.

This value is useful when importing data from a different program to Property Lease Management.

Actions

This tab contains the following actions. These actions can be applied to only one line at a time.

Action	Description
Add line	Adds a new line to the billing schedule.
Add from items list	Opens the Item list dialog, where you can select multiple items to add to a billing schedule. This action is the same as the Copy > From item list on the Sales Order page. The Item list dialog is part of standard Microsoft Dynamics 365 for Finance and Operations functionality.
Remove	Removes the selected line from the billing schedule. For items that are part of a revenue split, you can only remove the parent item, which also removes all associated child items.
View billing detail	Opens the View Billing Detail page.
Terminate	Terminates the selected billing schedule lines. When you select this button, a dialog appears, where you can select the termination code. Available only when the selected lines have a status of Active. For revenue split items, this action can be applied only to the parent item.
Remove Termination	Removes the termination from the selected lines. You can use this action only on billing schedule lines that have a status of Terminated. For revenue split items, this action can be applied only to the parent item.
Place hold	Opens the Place Hold page, where you specify the details of putting a billing schedule line on hold. For revenue split items, this action can be applied only to the parent item.
Remove hold	Opens the Remove Hold page, where you can remove a hold on a billing schedule line. For revenue split items, this action can be applied only to the parent item.
Escalation & discount	Opens the Escalation and Discount dialog page. Not available for items that are part of a revenue split, except for parent items where the revenue split uses the Zero amount allocation method.
Advanced deferrals	Opens the Transaction Deferral page for Advanced Revenue & Expense Deferrals, where you can enter the deferral options for the schedule line. This button is not available for parent items in a revenue split.
Milestone allocation	Opens the Milestone Allocation page, where you view and update the milestone allocation information for the line. Available only when the billing schedule line item is a milestone item.
Support and renewal	Opens the Support and Renewal Audit page where you view and edit the support and renewal information for the line. Available only when the billing schedule line item is a support or renewal item.
Display dimensions	Opens a dialog where you show or hide the dimension columns that you want to appear in the billing schedule lines list.
Calculate unit price	Opens the Calculate Unit Price dialog where you specify the Contract price and Price frequency, and the unit price of the item is calculated so that the customer can pay the contract amount installments, such as one-time, daily, monthly, quarterly, semiannually, or annually. This dialog also shows an Audit trail of the changes: old contract price and frequency, new contract price and frequency, user who made the change, and the date and time of the change. The audit trail does not appear when this dialog is opened from the Renewal term dialog.
Alignment date	Opens a dialog where you specify the alignment date for renewal items. If you choose an Item group, the alignment dates for all items are updated to the use the same date as the first existing item in the billing schedule that has the same item group. Or you can leave the item group empty, and specify an alignment date to use for all items. The alignment date works only when the billing frequency is annual.
Unbilled revenue	Opens a dialog where you can set the item to use the unbilled revenue feature and then specify the unbilled revenue and unbilled discount accounts for the item. You can accept the default values or edit them as needed. Only available for items where Item type is Standard. This action is not available for existing billing schedules or for billing schedule lines in which the invoice has already been created.
Add revenue split child	Opens a dialog where you can select a child item to add to the sales order. Available only for parent items of a revenue split.
Advanced pricing options	Opens the Advanced Pricing Options page, where you edit the pricing options for an item.

Line Details

When you select a line in the Billing Schedule Lines FastTab, you can view specific details for the selected line.

Fields	Description
General tab
Usage	Provides information for usage items: Usage identifier: Displays the identifier for the meter or usage item. Reading option: Displays the usage reading option: Reading or Consumption. Estimated consumption: Specify the estimated consumption for a usage item. This value is applied only to periods where the invoice has not been created. Review the billing detail lines for the estimated consumption on the View Billing Detail page.
External references	Specify information for external references: External and Line number. Notes: When consolidating invoices by item on the Invoice Creator, the external reference information must be exactly the same. If the information is not identical (e.g., even if one character is different), the items will not be consolidated on the invoice. No validation checks are performed on either of these fields. The Line number must be a positive integer.
Milestone	Provides information for milestone items: Estimated completion date: Displays the item completion date.
Text	Displays comment for the line. This text is translated to the default language of the customer or legal entity. For more information, see Item Text Translation. This value can only be edited by using the Billing Schedule Lines data entity (BssiArcbBillingScheduleLineEntity).
Item group	Displays the item group for the line item. Read-only.
Alignment date	The alignment date for the billing schedule.
Customer reference	Specify reference text for the billing schedule. The default value is from the Billing Schedule Header.
Customer requisition	Specify requisition text for the billing schedule. The customer requisition is a standard Microsoft Dynamics 365 for Finance and Operations feature. The default value is from the Billing Schedule Header.
Address tab
Delivery Address	Select the delivery address for the line item. The default delivery address is the primary delivery address from the Address FastTab. When the sales order is created, the delivery address of the corresponding sales order line uses this address. If needed, you can change this address to any customer address. Customer address are a standard Microsoft Dynamics 365 for Finance and Operations feature and are set up on the customer record. When you change the address, you can select the following address options: Addresses: Select any address available for the current customer. In use: Select any address that is currently used for the current customer. Other address: Select any address in the system for any customer record. For items that use revenue splitting, only the address for the parent item can be edited. The address for the child items(s) is the same as the parent and cannot be edited separately.
Bill to Address	Select the bill-to address for the line item. The default bill-to address is the primary bill-to address from the Address FastTab. You can change the address as needed based on the purpose of the available addresses: If none of the addresses have a purpose of Invoice, the default bill-to address is the primary address for the customer regardless of the purpose. If one or more of the addresses have a purpose of Invoice, the default bill-to address is the address that was entered most recently. If one or more of the addresses have a purpose of Invoice and one of the invoice addresses is set as the primary address, the default bill-to address is the address that has the purpose of invoice and primary. If needed, you can change this address to any customer address. Customer address is a standard Microsoft Dynamics 365 for Finance and Operations feature and is set up on the customer record. For items that use revenue splitting, only the address for the parent item can be edited. The address for the child items(s) is the same as the parent and cannot be edited separately.
Product tab
Product Dimensions	Displays the product details for the item. Product dimensions are part of standard Microsoft Dynamics 365 for Finance and Operations. Configuration: Displays the configuration of the item. Size: Displays the size of the item. Style: Displays the style of the item. Color: Displays the color of the item. The values are automatically updated based on the Variant number selected for the billing schedule line.
Tracking Dimensions	Displays the tracking details for the item. Batch number Serial Number: Displays the serial number for the item. The serial number is copied from the initial sales order during the support and renewal process. For items that use revenue splitting, the serial number for the parent item is copied to all child items. The serial number is copied when Copy serial number is Yes on the Advanced Recurring Contract Billing Parameters page. Owner When using the Invoice Creator, these values are copied to the resulting sales order document. When the consolidation feature is used and any of these values are different, the lines cannot be consolidated to a single line. For the tracking dimensions to appear, an active tracking dimension group must be assigned to the item in the Released Products page. Tracking dimensions are part of standard Microsoft Dynamics 365 for Finance and Operations.
Storage Dimensions	Displays the storage information for the item. . Site: Displays the site of the item. Warehouse: Displays the warehouse of the item. Location: Displays the location for the item. For the storage dimensions to appear, an active storage dimension group must be assigned to the item in the Released Products page. Storage dimensions are part of standard Microsoft Dynamics 365 for Finance and Operations. For more information on using Storage dimensions, see the Financial Dimensions. For more information on using Dimension links to Sites, see the Financial dimension links to Sites .
Account tab
Main account	Displays the main account that is created on the sales line. The default value is from the sales order. However, this field can be empty.
Item financial dimensions	Displays the default financial dimension values based on the customer and item record. BusinessUnit CostCenter Department ItemGroup Project If both the customer and item records have a value for the financial dimension, the financial dimension value from the customer record takes precedence over the value from the item record. You can change the values as needed for the item in the billing schedule. Financial dimension is a standard Microsoft Dynamics 365 for Finance and Operations feature. For example, the following financial dimensions are set up: Customer: BusinessUnit = 001 Project = 000005 CostCenter, Department, and ItemGroup are empty. Item: BusinessUnit = 002 CostCenter = 012 Department = 026 ItemGroup = Services Project = 000006 When the item is added to the billing schedule, the detail account values for the item line appear as follows: BusinessUnit = 001 (from the customer record) CostCenter = 012 (from the item record because this value is empty for the customer record) Department = 026 (from the item record because this value is empty for the customer record) ItemGroup = Services (from the item record because this value is empty for the customer record) Project = 000005 (from the customer record) When Dimension link to the Site is activated it displays the default financial dimension values based on the dimension link record. If all Dimension link, customer and item records have a value for the financial dimension, the financial dimension value from the Dimension link record takes precedence over the value from the customer and item record. You can change the values as needed for the item in the billing schedule. Financial dimension is a standard Microsoft Dynamics 365 for Finance and Operations feature. Example 1: For example, the following financial dimensions are set up: Dimension link: Site = 1 and BusinessUnit = 006 Customer: BusinessUnit = 001 Project = 000005 CostCenter, Department, and ItemGroup are empty. Item: BusinessUnit = 002 CostCenter = 012 Department = 026 ItemGroup = Services Project = 000006 When the item is added to the billing schedule with Site = 1 than the detail account values for the item line appear as follows: BusinessUnit = 006 (from the dimension link record) CostCenter = 012 (from the item record because this value is empty for the customer record) Department = 026 (from the item record because this value is empty for the customer record) ItemGroup = Services (from the item record because this value is empty for the customer record) Project = 000005 (from the customer record) Example 2: If the Site is anything else besides 1, than the detail account values for the item line appear as follows: BusinessUnit = 001 (from the customer record) CostCenter = 012 (from the item record because this value is empty for the customer record) Department = 026 (from the item record because this value is empty for the customer record) ItemGroup = Services (from the item record because this value is empty for the customer record) Project = 000005 (from the customer record) Example 3: Dimension link: Site = 3 and BusinessUnit = 005 When user manually changes the Site = 3 (or any other site for which dimension value exists) detail account values for the item line appear as follows: BusinessUnit = 005 (from the dimension link record) CostCenter = 012 (from the item record because this value is empty for the customer record) Department = 026 (from the item record because this value is empty for the customer record) ItemGroup = Services (from the item record because this value is empty for the customer record) Project = 000005 (from the customer record) If any values are updated for the billing schedule, the values as they appear for the item in the billing schedule are used for the resulting sales order and deferral schedule. For items that use revenue splitting, the financial dimension values for child items use the financial dimension values of the dimension link, customer and item records as described earlier. If needed, you can import the data entity to update the financial dimension values of child items. For more information on using financial dimensions, see the Financial Dimensions.
Renewals tab
Auto renew	Displays whether the billing schedule line automatically renews for the next billing period: Yes: The billing schedule line is automatically renewed for the next billing period when you create an invoice. No: The billing schedule line is not automatically renewed. You must manually renew the billing schedule.
Lines to add per renewal	Displays the number of lines to add to a billing schedule renewal.
Displays the following columns: Start date End date Renewal date Renewed by Renewal Total extended amount (sales amount before the discount) Total contract revenue (available when revenue allocation is used) Current short-term unbilled revenue amount (available when the unbilled revenue feature is used) Current long-term unbilled revenue amount (available when the unbilled revenue feature is used) Deferral schedule number (available when a corresponding deferral schedule exists) Journal batch number The short-term and long-term unbilled revenue amounts appear only when the a short-term deferral method is selected on the Advanced Recurring Contract Billing Parameters page and the accounts are set up on the Unbilled Revenue Setup page for the line item. Review the following example. A billing schedule the following start and end dates, January 01, 2020 to March 31, 2021, and a monthly billing frequency. The unit price of an item for the billing schedule is 100.00. After the initial journal entry is created, 1,200 is allocated to the short-term revenue amount, and 300.00 is allocated to the long-term amount. These amounts are updated as invoices are created for the billing detail lines.
Termination tab
Termination date	Displays the date on which the billing schedule line is terminated. The default value is from the Termination date in the header, but you can change it.
Termination type	Displays the termination type. The default value is from the Termination type in the header, but you can change it.
Displays the following columns: Termination date User Removal date Removal user Reason code Reason description Termination notes Sales order Invoice Credit amount
Hold tab
Displays the following columns: Hold date User applied Removal date Resume date Deferral date (only if Advanced Revenue & Expense Deferrals is used) User removed Reason code Reason description Hold notes
Escalation and discount tab
Escalation	Select to allow escalations for the billing schedule line. Any escalation lines from the header are rolled down when the billing schedule line is created: Yes: Escalations can be applied to the line. When this option is selected, you can set up the escalations for the billing schedule lines on the Escalation and Discount page. No: Escalations cannot be applied to the line. The default setting is based on the Billing schedule group selected, but you can change it.
Displays the following columns: Start date End date Unit price Discount Escalation date Rate (before escalation) Rate (after escalation) Change Escalation method Escalation percentage Escalation amount CPI schedule CPI index (before escalation) CPI date CPI index (after escalation) CPI date
Audit tab
Displays the following columns for sales orders that have been canceled: Sales order Status Date

Buttons

This tab has the following buttons:

Button	Description
Renewals tab
Select an action to perform:
Unbilled revenue journal entry audit	Opens the Unbilled Revenue Journal Entry Audit, where you view all changes for items that use the unbilled revenue feature.
Add renewal term	Opens a dialog where you can add a renewal term for the item. The start date of the new renewal term is the next date after the end date of the previous term, and it cannot be changed. You can change the renewal end date, the deferral start and end dates, the item quantity, and unit price. The dialog also includes the Calculate unit price button.
Modify renewal term	Opens a dialog where you can modify a renewal term. For the initial term, you can change the deferral start and end dates prior to creating the initial journal entry. For subsequent terms, the start date cannot be changed and is the next date after the end of the previous term. If a renewal term exists after the term you are modifying, the dates of the term cannot be changed. In this case, you can change only the quantity and unit price for the renewal item. For example, three terms exist. The first term cannot be changed because it has already started. For the second term, only the quantity and unit price can be changed. For the third term, all values can be changed, except the start date. View image. Additionally, the Schedule from template option allows you to create a deferral schedule based on the template for the unbilled revenue item. When this option is Yes, select the deferral Template and change the deferral start and end dates as needed. Subsequent renewal terms use the same deferral template, which can be changed.

Billing Schedules

Automatic Renewal

Revenue Split

Unbilled Revenue: Change in Quantity or Price

Creating a Billing Schedule

Delete a Billing Schedule

Archive a Billing Schedule

Remove Termination from Billing Schedule

Adding a Line Item

Removing a Line Item

Add or Remove Item for Revenue Splitting

Remove Termination from a Line

Billing Schedule List

Billing Schedule Header

Billing Schedule Total

Address

Hold Lines

Termination Lines

Header Buttons

Billing Schedule Lines

Actions

Line Details

Buttons

See also