Billing Quantity Adjustment (added in v1.42.6.0)

Use this page to process a quantity adjustment for one or more billing schedule lines that belong to a single billing schedule.

This page has a filter that specifies the billing schedule number and the line number.

Processes

To apply a quantity adjustment to a billing schedule line, follow these steps:

  1. On the SBS ARCB Billing Schedule Card page, select one or more lines in the Schedule Lines area. The item number is automatically updated with the item of the line.

  2. Select Qty Adjustment > Qty Adjustment, which opens the SBS ARCB Billing Qty Adjustment page.

  3. In the lines do the following:

    1. Specify the Start Date and Qty.

    2. In the Actions tab, select Adjust the Qty

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

Note icon. Note: The Do not Post Invoice in Qty. Adjustment setting in the SBS ARCB Billing schedule Setup controls invoice creation for mid-period quantity adjustments. If this setting is enabled, the system creates a sales invoice; if it is disabled, the system creates and posts a sales invoice automatically.

Fields

This page contains the following fields:

Field Description
Item No. Displays the item number.
Lines
Start Date Select the start date for the price adjustment or discount.
Qty Specify the Quantity for adjusting the Qty.
Invoice Regenerated with the updated Quantity Displays if the invoice is regenerated after the Quantity is adjusted

Buttons

This page contains the following buttons:

Field Description
Actions Tab
Adjust the Qty Applies the quantity adjustment to the items in the billing schedule line.
Manage Deletes the existing quantity adjustment line (Manage > Delete).

Notes:

  • Zero values are not permitted in the quantity section.

  • Price options are not applicable when quantity adjustments are made.

  • The Hold functionality is supported during quantity adjustments.

  • Revenue split supports quantity adjustments (and the child item is updated accordingly).

  • The Milestone functionality supports quantity adjustments (and the child item is updated accordingly).

  • Price Adjustment is compatible with quantity adjustments.

  • The Termination process accommodates quantity adjustments.

  • The Copy process supports quantity adjustments (and updated quantity values are reflected in the newly copied schedule).

  • The Stub functionality supports quantity adjustments.

  • The Move Schedule process does not support Quantity Adjustments.

  • Quantity Adjustments only work within the start–end date range; it won’t apply billing details for earlier dates.