SBS ARCB Billing Schedule Move Item

Use this page to move a billing line item from one billing schedule to a different billing schedule. This functionality is not available for terminated billing schedules that have no active lines.

When a line item is moved, it is terminated from the current billing schedule.

• To move a single schedule line item from one billing schedule to a different billing schedule, select the Move Schedule Line action from the Schedule Lines FastTab on the SBS ARCB Billing Schedule Card.
• To move all schedule line items from one billing schedule to a different billing schedule, select the Move Schedule Line action from the header on the SBS ARCB Billing Schedule Card.

Review the following example for moving an item. Contract 1 has the following billing details for a schedule line item: 

• Start date: January 15, 2020
• Frequency: Annually
• Number of periods: 5
• Amount: 100.00
• End date: January 14, 2025

The following table shows the billing detail for the schedule line in Contract 1: 

Start Date	End Date	Amount	Invoiced
January 15, 2020	January 14, 2021	100.00	Yes
January 15, 2021	January 14, 2022	100.00	Yes
January 15, 2022	January 14, 2023	100.00
January 15, 2023	January 14, 2024	100.00
January 15, 2024	January 14, 2025	100.00

When this item is moved from Contract 1 to Contract 2, the following occurs: 

• The item is terminated from Contract 1 on January 14, 2022.
• A new billing schedule Contract 2 is created, with the following settings: 
  • Start date: January 15, 2022
  • Frequency: Annually
  • Number of periods: 3
  • Amount: 100.00
  • End date: January 14, 2025

The following table shows the billing detail for the schedule line item in Contract 2: 

Start Date	End Date	Amount	Invoiced
January 15, 2022	January 14, 2023	100.00
January 15, 2023	January 14, 2024	100.00
January 15, 2024	January 14, 2025	100.00

Move Item to a New Schedule

To move a billing line item to a new billing schedule, follow these steps: 

1. On the SBS ARCB Billing Schedule Card, select the line item you want to move.
2. Select Move Schedule Line > Move Schedule Line, which opens the SBS ARCB Billing Schedule Move Item page.
3. In the Move Item section, select to move the item to a new billing schedule.
4. In Termination Reason, select the Reason Code and Reason Code Value.
5. Select Actions > Move Item.
6. When you are asked to confirm the action, select Yes.
7. In the page that opens, select the billing schedule group, and select OK.
8. Back on the SBS ARCB Billing Schedule Card, follow the steps to create a billing schedule.

   The start date for the billing schedule is from the existing schedule from where the item was moved. The start date of the schedule line item is the start date of the first uninvoiced billing period.

Move Item to Existing Schedule

To move a billing line item to an existing billing schedule, follow these steps: 

1. On the SBS ARCB Billing Schedule Card, select the line item you want to move.
2. Select Move Schedule Line > Move Schedule Line, which opens the SBS ARCB Billing Schedule Move Item page.
3. In the Move Item section, select to move the item to an existing billing schedule, and select the Existing Billing Schedule number.
4. In Termination Reason, select the Reason Code and Reason Code Value.
5. Select Actions > Move Item.
6. When you are asked to confirm the action, select Yes.
7. Back on the SBS ARCB Billing Schedule Card, the item is added to the billing schedule lines.

The start date of the schedule line item is the start date of the first uninvoiced billing period.

View the Item Move History

To view the move history of an item, follow these steps: 

1. On the SBS ARCB Billing Schedule Card, select the line item you want to view.
2. Select Move Schedule Line > Move Schedule Line History, which opens the Billing Schedule Move Item Line History.
3. Review the history and close the page when you are finished.

Billing Schedule Move Item Line History

Displays the move history of the selected schedule line item. The history includes the following information: 

Field	Description
Billing Schedule No.	Displays the billing schedule number from where the schedule line item was transferred.
Billing Schedule Line No.	Displays the line number order from the previous billing schedule.
Item No.	Displays the item number.
User ID	Displays the ID of the user who executed the move.
Action Date	Displays the date on which the move occurred.
Reason Code and Description	Displays the termination reason code and its description.
Reason Value and Description	Displays the termination reason code value and its description.

Move Item Fields

This page contains the following fields: 

Field	Description
Move Item
Move Schedule Line	Select to where you want to move the billing schedule line item:  New Schedule: Moves the schedule line item to a new billing schedule. When this option is selected, you are prompted to create the new billing schedule. Existing Schedule: Moves the schedule line item to an existing billing schedule. When this option is selected, you must select the Existing Billing Schedule number.
Existing Billing Schedule	Select the billing schedule number. Available when Move Schedule Line is Existing Schedule.
Termination Reason
Reason Code and Description	Select the reason code for terminating the schedule line item from the current billing schedule. The description is updated after code is selected.
Reason Code Value and Description	Select the reason code value for terminating the schedule line item from the current billing schedule. The description is updated after value is selected.

Actions

This page contains the following buttons: 

Button	Description
Actions > Move Item	Terminates the schedule line item from the current billing schedule and adds the schedule line item to the new or existing billing schedule. The termination date for the schedule line item is the end date of the last invoice period. If the schedule line item is to be moved to a new billing schedule, you are prompted to create the billing schedule.