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SBS ARCB Billing Schedule Termination

Use this page to terminate a billing schedule or a single billing schedule line item. When you terminate a billing schedule line, the line must have a status of active.

Tip: If you want to terminate several billing schedules simultaneously, use the SBS ARCB Billing Batch Termination Process form.

Terminate a Billing Schedule

To terminate several billing schedules, use the SBS ARCB Billing Batch Termination Process.

To terminate 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 > Termination > Terminate Schedule, which opens the SBS ARCB Billing Schedule Termination page.
  3. In the General FastTab, do the following:
    1. specify the Termination Date.
    2. Select the Reason Code and Reason Code Value.
    3. Specify a Termination Note.
  4. Select Actions > Termination > Terminate.
  5. When you are asked to confirm the action, select Yes.

To terminate a billing schedule and create a credit memo, 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 > Termination > Terminate Schedule.
  3. In the SBS ARCB Billing Schedule Termination page, specify the Termination Date and set Termination Type to Adjust Schedule.
  4. Select the Reason Code and Reason Code Value.
  5. Specify a Termination Note.
  6. Select Issue credit, and then do the following: 
    1. If you want to prorate the amount of the final invoice, select Prorate Daily.
    2. Select the Invoice Date.
    3. If the billing schedule has an associated deferral schedule, select the Deferral Adjustment Method.
  7. Select Actions > Credit Memo(s), and select Create Credit Memo(s), Post Credit Memo(s), or Post & Send.
  8. Select Actions > Termination > Terminate.
  9. When you are asked to confirm the action, select Yes.

To terminate a billing schedule and bill the remaining amount, 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 > Termination > Terminate Schedule.
  3. In the SBS ARCB Billing Schedule Termination page, specify the Termination Date and set Termination Type to Bill Remaining.
  4. Select the Reason Code and Reason Code Value.
  5. Specify a Termination Note.
  6. Select Actions > Termination > Terminate.
  7. When you are asked to confirm the action, select Yes.

Terminate a Schedule Line

To terminate 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.
  2. Select Termination > Terminate, which opens the SBS ARCB Billing Schedule Termination page.
  3. Specify the Termination Date, and set Termination Type to Bill Remaining.
  4. Select the Reason Code and Reason Code Value.
  5. Specify a Termination Note.
  6. Select Actions > Termination > Terminate.
  7. When you are asked to confirm the action, select Yes.

Terminate a billing schedule line and create a credit memo: 

  1. On the SBS ARCB Billing Schedule Card page, select one or more lines in the Schedule Lines.
  2. Select Termination > Terminate, which opens the SBS ARCB Billing Schedule Termination page
  3. Specify the Termination Date and set Termination Type to Adjust Schedule.
  4. Select the Reason Code and Reason Code Value.
  5. Specify a Termination Note.
  6. Select Issue credit, and then do the following: 
    1. If you want to prorate the amount of the final invoice, select Prorate Daily. .
    2. Select the Invoice Date.
  7. In the Actions tab, select Create Credit Memo(s), Post Credit Memo(s), or Post & Send.
  8. When you are asked to confirm the action, select Yes.

 

Specifying a Quantity upon Termination

In order to initiate a billing schedule terminate, enter an End Date. This is the date on which the billing will cease. After this is done, the status of the billing schedule changes to Last Billing. This status means that the item has not yet been fully invoiced

Billing Schedule Status Change

If you view the details for that item, then you will see that the quantity field is now editable. In this example, we will change the quantity from 1 to 3.

Billing Schedule Details Quantity Field

If you display the Billing Schedule Detail List screen, you'll see that the quantity for all lines has been changed to 3.

  • Previously the quantity change was allowed only for lines whose status was Active. Now, the quantity of any line may be changed.

  • The quantity may also be changed from the header as well as from the line details.

  • Changing the quantity will also affect lines that have not yet been created.

Billing Schedule Details List, Quantity

 

Fields

This page contains the following fields: 

Field Description
General
Termination Date Select the date on which to terminate the selected lines. This date must be earlier than the end date of the schedule line.
Termination Type

Select the termination type: 

  • Bill Remaining: Adds any remaining amounts in the billing schedule to the termination period, changes the status of the schedule to Last Billing, and updates the deferral end date for an associated deferral schedule.
  • Adjust Schedule: Cuts off the billing schedule at the termination date, changes the status of the schedule to Last Billing, and adjusts the associated deferral schedule by reversing the amount that no longer must be recognized.
Reason Code and Description Select the reason code for terminating the billing schedule. The description is updated after code is selected.
Reason Code Value and Description Select the reason code value for terminating the billing schedule. The description is updated after value is selected.
Termination Note Specify a note for the termination.
Credit Memo
Issue Credit

Specifies whether a return is created and the deferral schedule is adjusted: 

  • On: When a schedule line is terminated, a return is created and the deferral schedule is adjusted.
  • Off: When a schedule line is terminated, no return is created, and the deferral schedule remains as is.
Prorate Daily

Specify whether the prorate daily rate is used to calculate the refund.

  • On: Uses the prorated daily rate to calculate the refund.
  • Off: Uses the default calculation method to calculate the refund.

Available only when Issue credit is selected.

Invoice Date

Specify the invoice date. This date is used for creating returns.

Available only when Issue credit is selected.

Deferral Adjustment Method

Select the deferral adjustment method when a credit memo is applied to a deferral schedule: 

  • Unrecognized Periods: Recalculates the deferral schedule as of the start date of the next unrecognized period.
  • Entire Schedule: Recalculates the deferral schedule as of the start date of the deferral schedule.

Buttons

This page contains the following buttons: 

Button Description
OK

Closes the page.

Actions tab
Termination

Select an action to perform on the billing schedule: 

  • Terminate: Terminates the billing schedule line and updates the status to Terminated.

Available only when the Termination action is selected and only the Termination Date is specified. When Issue Credit is selected, this button is not available.

Credit Memo

Select an action to perform on the billing schedule: 

  • Create Credit Memo: Terminates the selected billing schedule line and creates a credit memo. The status of the billing schedule line is updated to Terminated.
  • Post Credit Memo: Terminates the selected billing schedule line and creates and then posts the credit memo. The status of the billing schedule line is updated to Terminated.
  • Post & Send: Terminates the selected billing schedule line and creates and then posts the credit memo. Also sends a message to the customer about the credit memo. The status of the billing schedule line is updated to Terminated.

Available only when the Termination action is selected and Issue Credit is selected.