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Customer Split

Use this functionality to split the invoice for an item among multiple customers. Access this page in one of the following ways from the Billing Schedulespage:

When the page is accessed from the header action, the values entered are the default values for the lines.

This functionality is useful in the following type of scenario: A company refurbishes computers and sells them to various school districts in a state. An agreement between the state government and the school districts is set up such that when a school district purchases the computers from this company, the state government pays 80% of the cost of the computer, and the school district pays 20%.

When setting customer split for billing schedule lines, keep the following information in mind: 

  • Customer split is currently not available for unbilled revenue items.
  • For items that use revenue splitting, the customer split is set for the parent item and for the child items it is disabled.
  • For milestone billing items, the customer split is set for the milestone billing child items. Customer split cannot be set for the milestone billing parent item.

Copying a Billing Schedule

When copying a billing schedule, use the Billing schedule > Copy schedule action on the Billing Schedulespage.

  • New customer split fast tab added to copy schedule screen. The tab will only be visible when customer split is enabled in parameters.
  • Certain fields can be modified on the customer split lines: customer account, invoice account, percentage, customer reference and project id. The start date and end date will be modified only if the dates on billing header level are modified during copy schedule process.
  • Can add or remove customer split lines.
  • If a customer which already exist on the customer split ‘cust account’ field is picked, then an error will be thrown as same customer can’t be used for billing schedule header and customer split lines.
  • When using copy to existing schedule, the process will take care to coping the customer split header lines to the newly added lines on the destination billing lines. If something is modified in the customer split fields, then those changes will be reflected in the destination customer split lines including the header. For example, if a new line is added to customer split lines or existing fields are modified on customer split lines then those changes will carry over to existing copy schedule process.

Note icon. Note: Only the header lines will be copied from the previous schedule and those header lines will be applied to all new schedule header and lines.

Set Up and Apply Customer Split

To set up and apply a customer split to a billing schedule, follow these steps: 

  1. Open an existing billing schedule, or create one.
  2. Optional. Set up the default customer split values for all items in a billing schedule, select the header action Billing schedule > Customer split.
  3. On the Customer Splitpage, in the Customer Split Lines FastTab, do the following: 
    1. Select a customer account.
    2. Change the default invoice account if needed.
    3. Specify the start and end dates for which you want to split the invoice.
    4. Specify the percentage for the split.
    5. Specify the customer reference and project ID as needed.
    6. Select Save.
  4. To apply the customer split for a billing schedule line, in theBilling Schedule Lines FastTab, select an existing line or add a line and select the line action Customer split.
  5. On the Customer Splitpage, set Split customer to Yes and review all settings and make changes as needed: 
    1. Change the default values from the header.
    2. Add more customers for customer splitting.
    3. Select Save.
  6. Back on the Billing Schedulespage, make any other necessary changes and save the billing schedule.

On theInvoice Creator, process the invoices for the billing schedule as usual. You can review the resulting sales documents on theView Billing Detailpage. For billing periods that have invoices that are split among customers, the Sales Order column shows the word Multiple. Select the line and view the tabs in the Line Details: 

  • The Invoice tab shows the details of the sales order invoices involved in the customer split.
  • For deferral items, the Deferral tab shows the deferral schedule numbers for all customer splits.

Customer Split

The following field boxes are available: 

Field Description
Customer split

Select whether the invoice for the line is to be split among two or more customers. This option appears when the Customer Splitpage is opened from the line action.

  • Yes: The invoice for the line is to be split among all customers in the Customer Split Lines FastTab and the main customer for the billing schedule.
  • No: The invoice for the line is only for the main customer for the billing schedule. Default.

Customer Split Lines

When this page is opened from the line action, the default values are from the header. The following field boxes are available: 

Field Description
Customer account Select a customer with which an item invoice is to be split.
Name Displays the name of the selected customer.
Invoice account Select the invoice account. The default value is from the customer, which can be changed as needed.
Start/End date Select the date range for which the invoice is to be split among the customers.
Percentage

Specify the percent amount for which the invoice is to be split. This value must be between zero (0) and 100. The sum of all lines must be equal to or less than 100.

When the sum of all lines is less than 100, the remaining percent amount is applied to the customer attached to the billing schedule.

Customer reference Specify a customer reference.
Customer requisition Specify a customer requisition.
Project ID

Select a project ID.

Note icon. Note: In order for the billing schedule lines to show on the Invoice creator Project ID needs to be billable (chargeable), if the Project ID is non-billable (non-chargeable) a warning message will be displayed and no billing schedule lines on Invoice creator.

Line Details

This FastTab shows the details of the selected line in the Customer Split Lines FastTab: 

Address

This FastTab shows the default information for the selected split customer line:

  • Contact details
  • Delivery and bill-to addresses
  • Payment information

Audit

This tab shows any changes for the invoice split for the selected customer.