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SBS ARCB Billing Schedule Hold

Use this page to specify the details of the hold for a billing schedule or for a billing schedule line.

Tip: If you want to put a hold on several billing schedule lines from different billing schedules in a single action, use the SBS ARCB Billing Batch Hold Process page.

Place Hold

To put a hold on several billing schedules, use the SBS ARCB Billing Batch Hold Process.

To put a hold on a billing schedule, follow these steps: 

  1. From the SBS ARCB Billing Schedule List, select a line. Or from the SBS ARCB Billing Schedule Card edit a record.
  2. Select Actions > Hold Functions > Hold Schedule.
  3. On the SBS ARCB Billing Schedule Hold page, select the Reason Code and Reason Code Value.
  4. If needed, select Create Adjustment and in Enter Hold Date, specify the hold date.
  5. Select Actions > Process > Hold.
  6. When you are asked to confirm the action, select Yes.

To put a hold on 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 FastTab.
  2. Select Hold > Hold .
  3. On the SBS ARCB Billing Schedule Hold page, select the Reason Code and Reason Code Value.
  4. If needed, select Create Adjustment and in Enter Hold Date, specify the hold date.
  5. Select Actions > Process > Hold.
  6. When you are asked to confirm the action, select Yes.

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Fields

This page contains the following fields: 

Field Description
Reason Code and Description Select the reason code for putting a hold on the billing schedule. The description is updated after code is selected.
Reason Code Value and Description Select the reason code value for putting a hold on the billing schedule. The description is updated after value is selected.
Create Adjustment

Select to create an adjustment for the billing schedule : 

  • On: For each item, if the hold date is between the billing start date and the billing end date of the line, a negative line is created in the billing schedule to review the billing for the hold period.

    1. The period February 01, 2012 – February 29, 2012, is Invoiced for 200.00. The Hold date is February 10, 2012, which means the Hold Date is in the invoiced period, So validation message "The hold date specified must be after the date of the last processed period" is displayed.

    2. The period February 01, 2012 – February 29, 2012, has billing amount for 200.00. The Hold date is February 10, 2012, which means the February period is adjusted to exclude any date after February 10, inclusive. The new period is February 01, 2012 - February 09, 2012, with an amount of 62.07.

  • Off: No adjustment is created. Default.

Any billing lines after the adjustment period are removed.

Enter Hold Date

Specify the date on which the hold is applied. Available and required when Create Adjustment is selected.

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Actions

This page contains the following actions: 

Actions Description
Process

Select an action to perform on the billing schedule: 

  • Hold: Applies a hold to a billing schedule or a billing schedule line.

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