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SBS ARCB Billing Copy Schedule

Use this page to create a billing schedule that is a copy of the billing schedule displayed on the SBS ARCB Billing Schedule Card page. This feature is useful when you want or need a billing schedule that is almost the same as another billing schedule.

Copy a Billing Schedule

To create a copy of a billing schedule, follow these steps:

On the SBS ARCB Billing Schedule Card page, select Actions tab > Copy > Copy Schedule.

On the SBS ARCB Billing Copy Schedule page, the Source Schedule FastTab is automatically updated with the information of the billing schedule you want to copy.

In the New Schedule FastTab, do the following:
- Specify a Description and select a Customer.
- Specify the start and end dates for the billing schedule.
- If need, change the Billing Frequency and Number of Periods.
In the lines section, you can add or remove lines as needed.
When you add a line, specify the values for the line.
For existing lines, you can change only the Pricing Method, Unit Price, or Quantity as needed.
Select Copy Process.
Select whether you want to all items to use the same start and end dates.

After the copy process finishes, the newly created billing schedule appears in the SBS ARCB Billing Schedule Card page. If the billing schedule being copied is a terminated, the newly created billing schedule is the exact same except the status of the billing schedule and all lines are active and the termination date is cleared.

Fields

This page contains the following fields:

Field	Description
Source Schedule
Displays the settings of the billing schedule that is being copied.
Group	Displays the billing schedule group.
Schedule Number	Displays the billing schedule number.
Description	Displays a description of the billing schedule.
Customer	Displays the customer account ID or number.
New Schedule
Specify the header information for the new billing schedule. The default values are based on the original billing schedule being copied and can be changed as needed.
Billing Schedule Group	Displays the billing schedule group. The value cannot be changed.
Description	Specify a description for the billing schedule.
Customer	Select the customer account number to associate with the billing schedule.
Start/End Date	Specify the start and end dates for the billing schedule.
Number of Periods	Specify the default number of periods for the billing schedule. This value is used when calculating the end date for the billing schedule.
Billing Frequency	Select the default billing schedule frequency (for example, Daily, Weekly, Monthly, Annually, etc.).
SBS ARCB Billing Copy Schedule Line SP
Review the lines for the new billing schedule. For existing lines, you can edit only the pricing method, quantity, and unit price. If you edit only the quantity or unit price, the pricing method for the line may affect the changes. For items that you add, you can edit any of the values as needed.
Type	Select the type: Item: The item for the line can be an inventory or service item or a charge. Comment: The comment for the line is then selected from the standard text codes, which is part of the standard Microsoft Dynamics 365 Business Central functionality. All comment lines appear on the invoices that are created for the billing schedule line items. For lines that have the Comment type, only the Manage > New Line or Delete Line actions are available. Resource: The resource for the line is then selected from the resources that have been created, which is part of standard Microsoft Dynamics 365 Business Central.
Item No.	Select the item number.
Description	Displays the description for the item.
Billing Type	Displays the type for the item: Standard: Select for use with static quantity. Usage: Select for metered or usage type items. Milestone: Select to use the Milestone Billing functionality.
Location Code	Displays the location code.
Tax Liable	Displays the tax liability code for the billing schedule.
Pricing Method	Displays the pricing method for items in a billing schedule. You can change the value as needed. Standard: Calculates the unit price based on the total quantity entered and is based on the existing Microsoft Dynamics 365 Business Central functionality. Flat: Applies a flat price to the original item price. Tier: Calculates unit price using fixed quantity at different pricing brackets. Each tier must be filled before moving to the next pricing tier bracket. For more information, see Pricing Methods. Flat Tier: Calculates unit price using fixed quantity and extended price amounts for different pricing brackets. The price that is charged in a billing period uses the extended price that corresponds to the tier where the billing quantity exists. For more information, see Pricing Methods. For a parent item in a revenue split, this value is Flat Tier, and it cannot be changed.
Unit Price	Displays the price of one unit not including the tax. For revenue split items, this value is zero (0) when the allocation type is Zero Amount.
Quantity	Displays the quantity for the item. For child items in a revenue split, the quantity is automatically entered from the parent item and cannot be edited.
Amount	Displays a calculated amount for the items. The value is calculated as follows: Unit Price * Quantity
Tax Group Code	Displays the tax code for the billing schedule line.
Start Date	Displays the billing start date.
End Date	Displays the billing end date.
Frequency	Displays the billing frequency.
Interval	Displays the billing interval.
Status	Displays the item status.
Payment Terms	Displays the payment terms for the billing schedule line.
Payment Method Code	Displays the payment method used by a customer to pay for the billing schedule.
Direct Debit Mandate ID	Displays the payment method used by a customer when payment for an item is directly from a customer's bank account.
Transaction Type	Displays the transaction type for the line: Sales Invoice or Sales Order.

Buttons

This page contains the following buttons:

Button	Description
Close	Closes the page.
Copy Process	Creates a copy of the billing schedule, closes the copy page, and displays the newly created billing schedule on the SBS ARCB Billing Schedule Card.