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Mass Termination Processing

Use this page to terminate currently-displayed billing schedule lines using a specified termination date. For information on standard Subscription Billing functionality, see the Subscription Billing documentation.

Invoice Processing ID

To assign an invoice processing ID, incorporate the following steps when terminating billing schedules: 

  1. Set Invoice transaction type to Sales order. Invoice processing IDs are only available for sales orders.
  2. Change the Invoice processing ID as needed. The default values is based on the Property Lease Management Parameters settings.
  3. Run the termination process.

Terminations With Credit

When Billing Schedule Lines are terminated with a credit, all Deferral Schedules created from the Stubbing process will be adjusted automatically.

The Sales order of the credit will show both the Credit sales price and Credit discount. The voucher will use the same accounts as the original invoice.

This process applies to both Issue Credit and Credit Adjustment methods. The credit can be created immediately if ‘Issue Credit’ is selected, or a negative billing detail line will be created for the ‘Credit Adjustment’ option.

Split Sales Order By Delivery Address

The Split by Delivery Address option allows users to split sales orders based on the delivery addresses specified in the billing schedule lines. With this feature, users can generate separate sales orders for a customer when delivery addresses differ across billing schedule lines.

To enable the option, Issue credit must be marked to Yes and Credit Option type must be set to Issue Credit.

This option is only available when the billing schedule transaction type is set to Sales Order.

Recurring Contract Billing Parameters

(Subscription billing> Recurring contract billing > Setup > Recurring Contract Billing Parameters)

A Split By Delivery Address option is available in Subscription Billing's Recurring Contract Billing Parameters window. This option is to set the default standard for this setting across associated windows. When this checkbox is not selected, users can still manually select this option in the Generate Invoice, Generate Invoice Batch Processing, and Mass Termination Processing windows.

Behavior Based on Credit Option

Credit Option > Adjust Schedule:

  • Split by Delivery Address is not available here.

  • The termination process can be initiated, but in order to be completed, Generate Invoice or Generate Invoice Batch Processing must be used to post the adjustment lines (detail lines) so Split By Delivery Address can be applied.

Credit Option > Issue Credit:

  • Split by Delivery Address is available.

  • This enables credit to be distributed across multiple sales orders instead of being lumped into one.

Fields

The following field boxes are available: 

Field Description
Credit Options
Invoice processing ID

Displays the invoice processing ID used for creating the sales invoice or credit memo (Invoice transaction type is Sales order). Maximum of 20 characters with the default format of <Prefix><SystemDate>, where the Prefix and SystemDate are based on the settings on the Invoice Processing ID Setup (FastTab) of the Property Lease Management Parameters page.

When using the Invoice Creator or Mass Termination Processing, change this value as needed before processing the records. For the Invoice Creator Batch Processing, change the value before saving the parameters.
Consolidation
Custom fields exclusion in consolidation

Select to exclude custom fields from consolidation when you consolidate the termination of sales orders by customer. If you have multiple sales orders with the same customer, but with different custom fields in the headers of the billing schedules, then you can still consolidate those sales orders by customer, by turning on Custom fields exclusion in consolidation. You can only use this setting if you have also turned on Consolidate by customer. This setting is automatically turned on if you have turned it on in your Property Lease Management Parameters.

  • Yes: Custom fields are ignored when consolidating sales orders by customer.
  • No: Sales orders with different custom fields in their headers, but with the same customer, will not be consolidated into a single invoice.

When you consolidate multiple sales orders with different custom fields in their headers into a single invoice, the custom field values in the header of the invoice are applied from the billing schedule header with the lowest number sequence. For example, if you consolidate USMF-008 and USMF-006, then the custom fields from the header of USMF-006 are used in the custom fields header of the consolidated invoice.

Split By Delivery Address

Select this option to split sales orders based on the delivery addresses specified in the billing schedule lines.

  • Yes: Sales orders can be split based on the delivery addresses specified in the billing schedule lines.
  • No: Sales orders cannot be split based on different delivery addresses specified in the billing schedule lines.