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.

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

1. On the SBS ARCB Billing Schedule List page, select one or more Schedule.

2. Select More Option >Actions > Hold >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.

Note: Billing schedule list action does not support multiple schedule hold processes.

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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. 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. 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.

Notes:

1. Termination: Hold Action is not applicable to Terminated line or in the status Last Billing

2. Move Line/Schedule: Hold lines or schedule can not be moved.

3. Copy Process: Upon copying the Hold Schedule or Hold line in new copied schedule, the line remains in Active status (Hold status will not be copied).

4. Price Option:

   1. Price Option remains disabled for Hold line.

   2. If a Price Option is in place, applying a Hold will recalculate the details accordingly.

5. Price Adjustment:

   1. Price Adjustment remains disabled for Hold Line/Schedule.

   2. If a Price Adjustment is in place, applying a Hold will recalculate the details accordingly.

6. Stub:

   1. Stub remains disabled for Hold Line/Schedule.

   2. Applying a Hold to a Stub item will automatically populate its details.

7. Quantity Adjustment:

   1. Quantity Adjustment remains disabled for Hold Line/Schedule.

   2. If a Quantity adjustment is in place, applying a Hold will recalculate the details accordingly.

8. Change item: Change item action remains disabled when Line is On Hold.

9. Calculate Unit Price: Calculate Unit Price option remains disabled when line is On Hold.

10. Sales Quote: Sales Quote option remains disabled when line is On Hold

11. Header Date Change: Header date change should not roll down to Hold line.

12. Frequency: Frequency change should not roll down to On Hold Line.

13. Interval (Header): Interval Details should not roll down to On Hold Line.

14. Renew: Renew Functionality is not supported when item is On Hold.

15. Archived: Archived is not applicable for On Hold Schedule.

Remove Hold

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

To remove a hold from 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 Hold > Remove Hold.

3. On the SBS ARCB Billing Hold Remove page, select Remove Hold

4. If a hold is placed, the user must specify a resume date and a removal date.

   Note: If item is Deferral item, then deferral date is also required.

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

To remove a hold from 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 Fast Tab.

2. Select Hold > Remove Hold.

3. On the SBS ARCB Billing Hold Remove page, select Remove Hold.

4. If a hold is placed, the user must specify a resume date and a removal date.

   Note: If item is Deferral item, then deferral date is also required.

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

To remove a hold from a billing schedule list, follow these steps:

1. On the SBS ARCB Billing Schedule List page, select one or more schedule(s) that are On Hold.

2. Select More Option >Actions > Remove Hold >Remove Hold Schedule.

3. On the SBS ARCB Billing Schedule Remove Hold page, provide the dates if adjustment has been made at the time of Hold process.

4. Click on Remove Hold.

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

Note: Billing schedule list action does not support multiple schedule hold processes.

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See also

SBS ARCB Billing Batch Hold Process