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SBS ARCB Billing Batch Renewal Process

Use this page to automatically renew several billing schedules simultaneously. Only the billing schedules that are set to automatically renew appear on this form.

Automatically Renew Schedules

To run the batch renewal process, follow these steps: 

  1. Specify the As of Date.
  2. Select the Auto Renewal Option to show which billing schedules appear in the list.
  3. Select the billing schedules that you want to renew.
  4. In the Actions tab, select Renew.
  5. When asked to confirm the renewal, select Yes.

Note: From version 41.0 onwards, the following changes have been made:

If the Auto Renewal option is X days in Advance, then the end date of the last period will be taken into the consideration.

For Example:- We have created a billing schedule having start date as 01/01/2023, frequency as Monthly and no. of periods as 2. We have enabled the Auto-Renew and calculation option is X days in Advance. The Renew X days in Advance value is 60.

Now go to SBS ARCB Billing Batch Renewal Process page and enter renewal option as X days in Advance and as of date as 30/12/2022 ( The last date of the schedule was 02/28/2023 and X days in Advance value was 60, so the schedule will be visible on the batch page if as of date lies between 60 days from 02/28/2023, If it goes beyond 60 days then the schedule will not be visible on the batch page).

The calculation for Last billing will remain same and it will use Next Invoice date.

 

Fields

This page contains the following fields: 

Field Description
As of Date

Specify the Next Invoice Date for lines that you want to include.

Auto Renewal Option

Select which billing schedules appear in the list: 

  • Both: All billing schedules that have automatic renewal set up appear in the list. Default.
  • Last Billing:  Only billing schedules that use the next invoice date as the automatic renewal option appear in the list.
  • X Days in Advance:  Only billing schedules that use the next invoice date as the automatic renewal option appear in the list. From version 41.0 onwards, the system will use the end date of the last period in its calculations.
Lines
Billing Schedule No.

Displays the billing schedule number.

Read-only.
Sell-to Customer

Displays the customer account ID or number.

Read-only.
Customer Name Displays the customer name.
Item No. Displays the item number. Read-only.
Start Date

Displays the billing start date.

Read-only.
End Date

Displays the billing end date.

Read-only.
Frequency

Displays the billing frequency.

Read-only.
Quantity

Displays the quantity of the item.

Unit Price

Displays the unit price for the item.

Amount

Displays a calculated amount for the items. The value is calculated as follows: 
Unit Price * Quantity
Next Invoice Date

Displays the date of the next invoice.

Lines to Add per Renewal

Displays the number of lines that are added when a billing schedule is renewed.

Buttons

This page contains the following buttons: 

Button Description
Actions tab
Renew Automatically renews selected billing schedule lines.