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SBS ARCB Billing Invoice Support and Renewal

Use this page to enter detailed information about the support or renewal item for the sales transaction. This information is used to calculate the charge amount for the original support contract and/or the renewal amount for creating a billing schedule.

You can enter the support or renewal contract information, or both. When you enter the support contract information, only the support item is added to the sales document. When you enter the renewal contract information, the renewal item is used to create a billing schedule.

When a customer allows a support contract to lapse, you are asked if you want to make the billing schedule active again.

When you want to make a sale that includes the first year of support only, without an automatic renewal of the support contract, clear the Create/Update Renewal option so that when you post the sales transaction, a recurring billing schedule is not created.

Note icon. Note: The support and renewal is available for only the sales order and has no other association with the existing billing schedule.

The default values on this page are from the SBS ARCB Billing Schedule Setup form. You can change the options on this page as needed.

Add Support or Renewal Items to a Billing Schedule

To add support or renewal items to a billing schedule, follow these steps: 

  1. Create a sales invoice.
  2. In the Lines, add an item, and complete all necessary information.
  3. Select Actions > SB Functions > Support and Renewal.
  4. Select the Support/Renewal Qty and the Support Level.
  5. As needed, specify the information in the Support Contract Information and the Renewal Contract Information areas.
  6. Select the Actions tab, and then select Process.
  7. Back in the Sales Invoice page, review the Lines.

    8. A support or renewal line is added, and the billing schedule is also created.

  8. In the Home tab, select Post for the sales invoice.

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Fields

This page contains the following fields: 

Field Description
Support and Renewal Process
Support and renewal quantity

Select one of the following options: 

  • 1: Adds one support item at the transaction level for the sales order.
  • Invoice Qty: The quantity of the support item and the renewal item is the same as the original line item. The unit price and extended price are calculated accordingly.
Support and renewal level Select the support level for the renewal or support item.
Support Contract Information
Include discount Select whether a discount is included for the support item.
Frequency Select the contract frequency. The frequency is used to calculate the pro-rated support and renewal amounts for the support and renewal sales line items.
Billing interval

Specify the number of intervals for the support or renewal contract.

Support start date

Specify the start date for the original support contract.
Support end date

Displays the calculated end date for the original support contract.
Renewal Contract Information
Include discount Select whether a discount is included for the renewal item.
Frequency Select the contract frequency. The frequency is used to calculate the pro-rated support and renewal amounts for the support and renewal sales line items.
Billing interval

Specify the number of intervals for the support or renewal contract.

Renewal start date

Displays the calculated renewal start date based on the support contract start and end dates and the frequency specified. This date cannot be later than the renewal end date.

Renewal end date

Displays the calculated renewal end date based on the renewal start date and the billing frequency. This date cannot be earlier than the renewal start date.

End User Select the end user account.
Schedule number

Select an active schedule ID to add the renewal item entered into an existing schedule.

When you select a schedule that is NOT active, for example, when a customer has allowed a support contract to lapse, you are asked if you want to change the status of the schedule from disabled to active.

  • When select to change the status of the schedule to active, the current status of the line items that are already in the schedule are retained and new schedule lines are added as active lines.
  • When you select not to change the status, the status of the schedule remains disabled, and you can select an active schedule or create a new schedule instead.
Alignment date Select the date on which you want the renewal sales line items to align.
Renewal Schedule Group Select the billing schedule group to use for billing schedules that are renewed. The default value is from the SBS ARCB Billing Schedule Setup.
Billing Invoice Support and Renewal SP
Item number

Select the item number.

Item Description

Displays the description for the item.

Line Amount Before Discount Displays the amount of an item before the discount is applied.
Line Amount After Discount Displays the amount of an item after the discount is applied.
Support level Displays a support level.
Support Item No. Displays a support item number.
Support Item Description

Displays the description for the item.

Support Percentage

Specify the support percentage used when calculating the unit price for a support item in a billing schedule.

Based on this percentage, the amount charged for the original support item is calculated using the formula:

  • price of the item x percentage

The calculated amount is then pro-rated based on the original start date and end date and the billing schedule frequency.

Support amount

Displays the support amount.

Renewal Item No. Displays a renewal item number.
Renewal Item Description

Displays the description for the item.

Renewal Percentage

Specify the renewal percentage used when calculating the unit price for a renewal item in a billing schedule.

Based on this percentage, the amount charged for the renewal item is calculated using the formula:

  • of the item x percentage

The calculated amount is then pro-rated based on the start and end dates of the renewal item and the renewal contract frequency.

Renewal amount

Displays the renewal amount.

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Actions

This page contains the following actions: 

Button Description
Process

Processes the support and renewal for the item.

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