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Billing Schedules

Use this page to create and edit billing schedules. For information on standard Subscription Billing functionality, see the Subscription Billing documentation.

With Property Lease Management, the following additional fields and actions have been added to the to extend the functionality of Subscription Billing.

Header Fields

The following field boxes are available: 

Field Description
Commission
Sales group Select the commission sales group to use for all invoices generated from the billing schedule. The default value is from the customer record and can be changed as needed.
Commission group Select the commission customer group to use for all invoices generated from the billing schedule. The default value is from the customer record and can be changed as needed.

Header Actions

The following actions are available: 

Action Description
Billing schedule > Customer split Opens the Customer Split page, where you specify the default customer split settings for the billing schedule. These settings can be applied to each individual line that uses the customer split function.
Billing schedule > Copy schedule

Copies the current billing schedule to a new billing schedule.

  • If custom header and line field boxes are used and have values, all data values are copied to the new billing schedule.
Billing schedule > Custom fields > Custom fields

Opens dialog that shows all the custom fields for the header or line (depending on how the action was selected). The custom fields available are based on and in the order as set up on the Property Lease Management Parameters page.

For billing schedules, specify or edit the custom fields as needed. For sales orders, the custom fields are updated after they are created from billing schedules through the Invoice Creator. Values for the custom fields can be edited at any time for billing schedules or billing schedule lines that are not terminated or for open sales orders.

Billing schedule > Billing class> Billing class

Opens a dialog, where you can review the billing class and billing cycle details.

In this dialog, you can select a billing class (if it is currently not selected) or change it. While a billing class is not required, you can change the billing cycle details (such as calculation method and prior months or days) for the billing cycle. For a description of all available options, see Billing Class. When any value is changed, you have the option of updating all billing schedule lines. These values can be changed at any time, even after invoices have been created. However, future billing periods will be affected by the changes.

Align to Header Opens the Align to Header page.
Billing schedule > Invoice Split > Invoice Split

Opens a dialog, where you can review the Invoice split details.

In this window Invoice Split will be based on the Billing Schedule Group > Invoice split option. This option will decide if the schedule will be using the Invoice split functionality or not.

When this option = Yes window will be populated by values from the global parameters Property Lease Management Parameters. You can overwrite the values coming from global parameters Property Lease Management Parameters after enabling Invoice split option.

  • Each billing schedule can have unique setup for Invoice split.

  • When all split options on Billing schedule header fields are same for all the Billing schedule it will consolidate different schedules into one sales order, otherwise separate sales order are created.

  • There will be a validation present in the window to limit the number of custom fields entered to 5.

  • If the variable on Property Lease Management Parameters and Billing Schedule Group for Invoice split option is set to “Yes”, but the invoice split is not enabled for a schedule, then there will not be a split when posting the Sales order.

  • This functionality does not work with Free text invoice.

See also

Invoice split process on Sales order

Billing Schedule Lines Fields

The following field boxes are available: 

Field Description
Align to header

Determines whether the billing period start and end dates for a billing schedule line are to be aligned with the billing period of the billing schedule header. The default setting is from Align to Header dialog. This option is available when the billing frequency of the line is the same as the billing frequency of the header.

  • Selected: Aligns the billing period start and end dates for the billing schedule line with the billing period of the billing schedule header. When this option is selected the Align to month option becomes read-only and uses the setting from the billing schedule header.
  • Cleared: The billing period start and end dates for the billing schedule line are independent of the billing period of the billing schedule header.

After the first invoice for the line has been created, this option becomes read-only and cannot be changed.

Billing Schedule Lines Actions

The following actions are available: 

Action Description
Customer split Opens the Customer Split page, where you can turn on the customer split functionality for the selected line. Also, you can edit the customer split settings as needed.
Custom fields

Opens dialog that shows all the custom fields for the header or line (depending on how the action was selected). The custom fields available are based on and in the order as set up on the Property Lease Management Parameters page.

For billing schedules, specify or edit the custom fields as needed. For sales orders, the custom fields are updated after they are created from billing schedules through the Invoice Creator. Values for the custom fields can be edited at any time for billing schedules or billing schedule lines that are not terminated or for open sales orders.

 

Custom large text fields: New grid is added to the custom fields, which only displays the large text fields once the label is defined on the Parameters>Custom fields Property Lease Management Parameters Otherwise, no large text field is displayed on the grid.

  • Allow the large text fields to have a maximum of 2000 characters.

  • Allow the large text fields to be stored on the Billing Line Level. It will not flow over to the Sales Order.

  • All large text value should copy from one schedule to another schedule using copy schedule functionality.

  • By default, large text fields will not be visible in the inquiry form.

Limitation: In the schedule line inquiry form, the schedule lines cannot be filtered with large new text fields because the data type of these fields is 'memo' which has limitation in F&O that user cannot do filtration on memo fields.

Line Details

The following field boxes are available: 

Field Description
General tab - Commission
Sales group Displays the commission sales group to use for all invoices generated from the selected billing schedule line. The default value is from the header and can be changed as needed.
Commission group Displays the commission customer group to use for all invoices generated from the selected billing schedule line. The default value is from the header and can be changed as needed.
Billing class tab

Displays the billing class name and the billing cycle details for the selected billing schedule line. The default values are from the header and can be changed for the selected billing schedule line as needed. You can select a billing class (if it is currently not selected) or change it.

While a billing class is not required, you can change the billing cycle details (such as calculation method and prior months or days) for the billing cycle. For a description of all available options, see Billing Class. These values can be changed at any time, even after invoices have been created. However, future billing periods will be affected by the changes.

See also

Customer Split

Commission