SBS ARCB Item Update Utility

 

Important: Utilities should be run by an administrator for exception reasons only. For more information about this utility, contact your administrator.

When an item record is edited on the Item Card, the changes are not immediately available on the SBS ARCB Billing Schedule Card for billing schedules that belong to the item. Use this utility to ensure that the following information is updated from the item card for all billing schedules that belong to the item. The following table shows the fields on the SBS ARCB Billing Schedule Card that are updated when using this utility.

 

Fields Updated from Item Card
Description Unit Price Tax Group Code Dimensions Amount

 

Update Billing Schedules

To update the billing schedules with changes from the customer record, follow these steps: 

1. Select the Item No.
   The list is updated with billing schedules for the selected item.

Tip: To update all billing schedules for all items, leave Item No empty.

2. Select Actions > Update Schedule(s) Lines.

If the item has several billing schedules, the process will take a few moments. Ideally, run process outside of business hours.

The lines information for all billing schedules for the items is updated. Also, the if Audit Entries tab for Price is enabled on the SBS ARCB Billing Schedule Setup then the Audit Trail will be updated for the comments “Updated Item Card Default Price”

If the item is a Deferrable Item then SBS Billing Schedule Line Deferral Accounts will be updated from the Deferral Default Setup and General Posting Setup if the line is not invoiced.

 

Fields

The following field boxes are available: 

Field	Description
Item No.	Select the item number for which you want to update the billing schedule data. When this value is empty, the List of Schedules is updated with all available billing .
List of Schedules
Displays the list of billing schedules for the items. The list displays the following information:  • Billing schedule number • Sell-to-customer number • Line No. • Type • No. • Description • Billing Type • Location Code • Unit Price • Quantity • Amount • Billing Frequency • Billing start and end dates • Tax Group Code • Unit of Measure Code • End User No and Name • Sell-to Contact No • Status • Pricing Method (Standard, Tier, Flat tier)