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SBS ARCB Upcoming Contract Renewal Report

Use this page to generate a report that shows all active billing schedules that are due for renewal. The billing schedules that appear in the list must satisfy the following conditions: 

  • The billing schedules are set to automatically renew.
  • The end date for the very last line in the billing schedule detail is within the specified date range.

Additionally, if the date on which notice is given to customers to renew billing schedules is a date that is within the specified range, the corresponding billing schedules appear in the report for upcoming renewals, even if the end date of the very last billing line is outside the specified date range. For example, the date range specified is March 15, 2020 to April 15, 2020. A billing schedule has the following settings: 

  • Auto-Renewed is turned on
  • Notice Given Days is 10
  • The last line in the billing schedule detail has a date of April 15, 2020

This billing schedule would appear in this report because the date on which notice is to be given to the customer is April 10, 2020, which is within the specified date range of the report.

When you first open this page, no filters are applied to the data. Add filters to see only the data that you want.

Generate the Report

To generate a report, follow these steps: 

  1. Specify the date range for the report.
  2. Specify other filters you want and select how you want to view the generated report: 
    • Select Preview & Close to view the report on your screen.
    • Select Print to select the destination for the report.

The header of the report shows the date on which the report is run and the filters that are applied to the report. The report also shows the following information: 

  • Billing schedule number and description
  • Item number and name
  • Customer number and name
  • Start and end dates
  • Billing frequency
  • Notice given days
  • Interval
  • Lines per renewal
  • Invoiced amount
  • Annualized amount

The following image is an example of the report.

Filters

The following default filters are readily available for the report. Add more filters as needed.

  • From/To date range
  • Billing schedule number
  • Customer number
  • Renewal lines (auto-renew, non auto-renew, or both)

Report Filters

The following default filters are readily available for the report. Add more filters as needed.

  • Item number
  • Billing schedule group

Email

This fast tag contains the following fast tag.

  • Send Email Boolean button:- Set this field to true if you want to send email notification for the upcoming contract renewal. Once set to true, Email Subject and Message Body fields would be editable.
  • Email Subject :- Enter the subject of the email.
  • Message body :- Enter the message body of the email.

Buttons

This page contains the following buttons: 

Report Buttons Table
Button Description
Send to

Generates the report or preview and sends it to the destination that you select.

Print Generates the report and prints it to the Selected Printer.
Preview & Close

Generates the report or preview and displays it on your screen.

Cancel

Cancels all changes and closes the page.