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SBS ARCB Billing Batch Hold Process

Use this page to apply a hold to or remove a hold from several billing schedule lines that belong to different billing schedules.

Place Schedules on Hold

Put a hold on several billing schedule lines: 

  1. On the SBS ARCB Billing Batch Hold Process page, set Batch Option to Hold .

    2. The list automatically updates to show all lines for which you can apply a hold.

  2. Turn on Create Adjustment, if needed, and specify the Hold Date.
  3. If the line is a deferral line, specify the Deferral Date.
  4. Select a Reason Code and Reason Code Value.
  5. Select the lines on which you want to put a hold.
  6. Select Actions > Process > Hold.
  7. When you are asked to confirm the action, select Yes.

Remove Hold from Schedules

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

  1. Set Batch Option to Remove Hold.

    2. The list automatically updates to show all lines that currently have a hold.

  2. Specify the Remove Date and Resume Date.
  3. If the line is a deferral line, specify the Deferral Date.
  4. Select a Reason Code and Reason Code Value.
  5. In the list, select the lines from which you want to remove the hold.
  6. Select Actions > Process > Remove Hold.
  7. When you are asked to confirm the action, select Yes.

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Fields

This page contains the following fields: 

Field Description
Batch Option

Select an action to perform: 

  • Hold: Applies the hold to the selected billing schedule lines.
  • Remove Hold: Removes the hold from the selected billing schedule lines.

After you select the action, the list updates and shows all lines to which the action can be applied.

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.

Hold date

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

Remove Date Displays the date on which the hold is removed.
Resume Date Displays the date on which the billing schedule resumes as active.
Deferral Date

Specify the deferral date. The deferral date is added to all lines that are deferrable. The default value is the same as the Resume date.

Reason Code and Description Select the reason code for applying or removing the hold on the billing schedule lines.
Reason Code Value and Description Select the reason code for applying or removing the hold from the billing schedule lines.
Lines
Displays all billing schedule lines to which the selected action can be applied. This list is automatically updated after the Batch Option is selected.
Billing Schedule No.

Displays the billing schedule number.

Line No.

Displays the line number of the item on the billing schedule.

Type

Displays the item type.

Item No.

Displays the item number.

Description

Displays the description for the item.

Billing Type

Displays the billing type for the item.

Location Code

Displays the location code of the item.

Unit of Measure

Displays the unit of measure for the item.

Unit price

Displays the unit price for the item.

Quantity

Displays the quantity of the item.

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.

Quantity To Invoice

Displays the quantity that is billed on the invoice.

Interval

Displays the billing interval.

Status

Displays the item status.

Sell-To-Customer No.

Displays the customer account ID or number.

Customer Name

Displays the customer name.

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Actions

This page contains the following buttons: 

Actions Description
Hold Applies a hold to all selected billing schedule lines.
Remove Hold Removes a hold from all selected billing schedule lines.

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